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Original filing (PDF)20251126100104NAL0002463187001
INOGEN, INC.
Form 5500
FILING_RECEIVED
INOGEN, INC. 401(K) & PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
Late filing · 0.3 mo
Active participants
706
Accounts w/ balance
1,274
Plan assets (EOY)
$35.5M
Net assets (EOY)
$35.5M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
99
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 0.3 months past the 10.5-month grace window.
Helping the score
- Below-peer total fees (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INOGEN, INC..
Plan sponsor
Name
INOGEN, INC.
EIN
33-0989359
Address
859 WARD DRIVE, SUITE 200 · GOLETA, CA · 93111
Phone
(972) 616-5506
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-11-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
AAFCPAS INC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $54K | — |
Investments
23 direct securities · 1 pooled fund· $34.9M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Registered Investment Companies
$34.5M
23 holdings
Common Collective Trust
$472K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $5.9M | 16.5% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $5.2M | 14.8% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $3.2M | 9.0% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $3.1M | 8.8% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $3.0M | 8.5% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $2.9M | 8.2% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $2.9M | 8.1% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $1.5M | 4.2% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $1.1M | 3.0% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $984K | 2.8% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $682K | 1.9% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $580K | 1.6% | |
| NYL ANCHOR ACCOUNT 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $472K | 1.3% | |
| VICTORY SMALL CO OPP R6 | Registered Investment Companies | — | — | $394K | 1.1% | |
| JPMORGAN MID CAP VALUE FUND R6 | Registered Investment Companies | — | — | $368K | 1.0% | |
| PRINCIPAL SMALLCAP GROWTH I R6 | Registered Investment Companies | — | — | $365K | 1.0% | |
| DODGE & COX INCOME FUND X | Registered Investment Companies | — | — | $355K | 1.0% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $331K | 0.9% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $317K | 0.9% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $313K | 0.9% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $280K | 0.8% | |
| MASSMUTUAL MID CAP GR I | Registered Investment Companies | — | — | $231K | 0.7% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $217K | 0.6% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $216K | 0.6% |
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