Current Snapshot
Latest Year
2025
2025 Participants
39
2025 Assets
$1,040,569
2025 Contributions
$13,013
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $0 | $13,013 | - |
| Ivy.AI 401(K) Plan | - | 0 | $0 | $13,013 | - |
| 2024 | 1 | 39 | $1,040,569 | $272,424 | $6,985iApproximate average salary by contribution assumption: employee only about $174,631 at 4% or $116,421 at 6%; with 50% employer match about $116,421 at 4% or $77,614 at 6%; with 100% employer match about $87,315 at 4% or $58,210 at 6%. |
| Ivy.AI 401(K) Plan | - | 39 | $1,040,569 | $272,424 | $6,985iApproximate average salary by contribution assumption: employee only about $174,631 at 4% or $116,421 at 6%; with 50% employer match about $116,421 at 4% or $77,614 at 6%; with 100% employer match about $87,315 at 4% or $58,210 at 6%. |
| 2023 | 1 | 36 | $722,205 | $242,164 | $6,727iApproximate average salary by contribution assumption: employee only about $168,169 at 4% or $112,113 at 6%; with 50% employer match about $112,113 at 4% or $74,742 at 6%; with 100% employer match about $84,085 at 4% or $56,056 at 6%. |
| Ivy.AI 401(K) Plan | - | 36 | $722,205 | $242,164 | $6,727iApproximate average salary by contribution assumption: employee only about $168,169 at 4% or $112,113 at 6%; with 50% employer match about $112,113 at 4% or $74,742 at 6%; with 100% employer match about $84,085 at 4% or $56,056 at 6%. |
| 2022 | 1 | 40 | $416,014 | $252,805 | $6,320iApproximate average salary by contribution assumption: employee only about $158,003 at 4% or $105,335 at 6%; with 50% employer match about $105,335 at 4% or $70,224 at 6%; with 100% employer match about $79,002 at 4% or $52,668 at 6%. |
| Ivy.AI 401(K) Plan | - | 40 | $416,014 | $252,805 | $6,320iApproximate average salary by contribution assumption: employee only about $158,003 at 4% or $105,335 at 6%; with 50% employer match about $105,335 at 4% or $70,224 at 6%; with 100% employer match about $79,002 at 4% or $52,668 at 6%. |
| 2021 | 1 | 36 | $535,446 | $430,959 | $11,971iApproximate average salary by contribution assumption: employee only about $299,277 at 4% or $199,518 at 6%; with 50% employer match about $199,518 at 4% or $133,012 at 6%; with 100% employer match about $149,639 at 4% or $99,759 at 6%. |
| Ivy.AI 401(K) Plan | - | 36 | $535,446 | $430,959 | $11,971iApproximate average salary by contribution assumption: employee only about $299,277 at 4% or $199,518 at 6%; with 50% employer match about $199,518 at 4% or $133,012 at 6%; with 100% employer match about $149,639 at 4% or $99,759 at 6%. |
| 2020 | 1 | 22 | $93,775 | $81,606 | $3,709iApproximate average salary by contribution assumption: employee only about $92,734 at 4% or $61,823 at 6%; with 50% employer match about $61,823 at 4% or $41,215 at 6%; with 100% employer match about $46,367 at 4% or $30,911 at 6%. |
| Ivy.AI 401(K) Plan | - | 22 | $93,775 | $81,606 | $3,709iApproximate average salary by contribution assumption: employee only about $92,734 at 4% or $61,823 at 6%; with 50% employer match about $61,823 at 4% or $41,215 at 6%; with 100% employer match about $46,367 at 4% or $30,911 at 6%. |