401(k) · DOL Form 5500 · 2023

Inventive Automation Inc. 401(k) Plan

Data updated 2026-08-25

$85K
Total assets Small plan by assets
1
Participants Small participant base
6th
Percentile by assets National rank
$85,072
Avg per participant Below avg balance/head
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Official DOL plan name: Inventive Automation Inc. 401(k) Plan · Sponsored by Inventive Automation Inc. · Arizona · Manufacturing

$85K in assets, 1 participants

Inventive Automation Inc.'s Inventive Automation Inc. 401(k) Plan reported $85K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 6th 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.

  • #430 in Manufacturing (18,722 peers)

Inventive Automation Inc. multi-year trail

Inventive Automation Inc.'s plans moved -62.3% in assets from 2023 to 2024; this filing shows Inventive Automation Inc. 401(k) Plan at $85K / 1 participant.

#430
in Manufacturing (18,722 peers)
-28.1%
assets change YoY

The plan reported a net loss of $33K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Inventive Automation Inc. 401(k) Plan among the smaller filed plans by assets

Inventive Automation Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$85,072 6th percentile higher than 6% of 127,068 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 2023

Inventive Automation Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Inventive Automation Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.

Plan-year Form 5500 strip

Filing strip 843992753 · Inventive Automation Inc. PY 2023 · 401(k)

Inventive Automation Inc. 401(k) Plan · $85K · 1 · 6th

  • NET $85K
  • BOOK 1
  • VS-ST 6th
  • BOY 401(k)
  • SCH near Mcbryde, Inc. 401(k) Profit Sharing Plan
  • EBSA ind #430

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 Manufacturing retirement plans → · Plans in Arizona →

Inventive Automation Inc. 401(k) Plan in the asset neighbourhood

Inventive Automation Inc. 401(k) PlanInventive Automation Inc. 40…$85KMcbryde, Inc. 401(k) Profit Sharing PlanMcbryde, Inc. 401(k) Profit …$85KNorth First Industries, Inc. 401(k) PlanNorth First Industries, Inc.…$85KJokati Corporation 401(k) PlanJokati Corporation 401(k) Pl…$85KC Major 7th, Inc. 401(k) Plan$85K
End-of-year total assets ($M) among Inventive Automation Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Inventive Automation Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Inventive Automation Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32K 62.306046642843704% vs 2023
2024 filing year
$0.02M$0.04M$0.06M$0.08M$0.1M 20232024 $0.09M $0.03M ▼ -66.7%
Year Plans Participants Total Assets
2023 1 1 $85K
2024 1 1 $32K

Inventive Automation Inc. filing trail (2023)

Total Assets (Beginning of Year)$118K
Net Assets (End of Year)$85K
Net Income-$33K
Employer EIN843992753
Plan Effective Date2019-12-14
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Inventive Automation Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Inventive Automation Inc. 401(k) Plan, Total assets ($B): 0.000085072 · Participants: 1Inventive Automation Inc. 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Inventive Automation Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Inventive Automation Inc. 401(k) Plan side-by-side with 3 peers →

Inventive Automation Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Mcbryde, Inc. 401(k) Profit Sharing Plan in VA ($85K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($85K here).

Similar participant headcount

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

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Inventive Automation Inc. 401(k) Plan assets move in 2023? ▼
Inventive Automation Inc. 401(k) Plan declined sharply - down 28.1% during 2023, from $118K to $85K. Reported net income was -$33K.
How have Inventive Automation Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Inventive Automation Inc.'s sponsor-wide assets declined 62.3%, from $85K to $32K.
Where does Inventive Automation Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Inventive Automation Inc. 401(k) Plan ranks in the 6th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Inventive Automation Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mcbryde, Inc. 401(k) Profit Sharing Plan in VA ($85K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Inventive Automation Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 843992753.

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.