401(k) · DOL Form 5500 · 2024

Ivybrook, Inc. 401(k) Plan

Data updated 2026-08-25

$52K
Total assets Small plan by assets
1
Participants Small participant base
4th
Percentile by assets National rank
$51,659
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ivybrook 401(k) · Sponsored by Ivybrook, Inc. · Massachusetts · Construction

$52K in assets, 1 participants

Ivybrook, Inc.'s Ivybrook 401(k) reported $52K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 4th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #308 in Construction (9,039 peers)

Ivybrook, Inc. multi-year trail

Ivybrook, Inc.'s plans moved -64.8% in assets from 2023 to 2024; this filing shows Ivybrook 401(k) at $52K / 1 participant.

#308
in Construction (9,039 peers)
-64.8%
assets change YoY

The plan reported a net loss of $95K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ivybrook 401(k) among the smaller filed plans by assets

Ivybrook 401(k) vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$51,659 4th percentile higher than 4% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Ivybrook 401(k) among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ivybrook 401(k) is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ivybrook 401(k) reported net income fell from $147K in the plan year 2023 filing to -$95K in the plan year 2024 filing.
  • Ivybrook 401(k) end-of-year assets fell from $147K in the plan year 2023 filing to $52K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 934311347 · Ivybrook, Inc. PY 2024 · 401(k)

Ivybrook 401(k) · $52K · 1 · 4th

  • ASSETS $52K
  • PCT 1
  • EIN 4th
  • RANK 401(k)
  • PHOTO near Coastal Window Designs, Inc. 401(k) Profit Sharing Plan
  • IND ind #308

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Construction retirement plans → · Plans in Massachusetts →

Ivybrook 401(k) in the asset neighbourhood

Ivybrook 401(k)$52KCoastal Window Designs, Inc. 401(k) Profit Sharing PlanCoastal Window Designs, Inc.…$52KIndirect Cost Consultants Inc. 401(k) PlanIndirect Cost Consultants In…$52KDrm Group Co. 401(k) Plan$52KBdh, Inc. 401(k) Plan$52K
End-of-year total assets ($M) among Ivybrook 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ivybrook, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ivybrook, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$52K 64.77995568433612% vs 2023
2024 filing year
$0M$0.05M$0.1M$0.15M$0.2M 20232024 $0.15M $0.05M ▼ -66.7%
Year Plans Participants Total Assets
2023 1 1 $147K
2024 1 1 $52K

Ivybrook, Inc. filing trail (2024)

Total Assets (Beginning of Year)$147K
Net Assets (End of Year)$52K
Net Income-$95K
Employer EIN934311347
Plan Effective Date2023-11-09
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Ivybrook 401(k) vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Ivybrook 401(k), Total assets ($B): 0.000051659 · Participants: 1Ivybrook 401(k)Fidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Ivybrook 401(k) vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Ivybrook 401(k) side-by-side with 3 peers →

Ivybrook 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Coastal Window Designs, Inc. 401(k) Profit Sharing Plan in NC ($52K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($52K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ivybrook 401(k) assets move in 2024? ▼
Ivybrook 401(k) contracted severely - down 64.8% during 2024, from $147K to $52K. Reported net income was -$95K.
How have Ivybrook, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Ivybrook, Inc.'s sponsor-wide assets declined 64.8%, from $147K to $52K.
Where does Ivybrook 401(k) rank by assets among Form 5500 filers? ▼
Ivybrook 401(k) ranks in the 4th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Ivybrook 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Coastal Window Designs, Inc. 401(k) Profit Sharing Plan in NC ($52K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Ivybrook 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 934311347.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.