401(k) · DOL Form 5500 · 2022

Intrepid Family Office, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
3
Participants Small participant base
47th
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Intrepid Family Office, LLC · Sponsored by Intrepid Family Office, LLC · Florida · Finance & Insurance

$4M in assets, 3 participants

Intrepid Family Office, LLC's Intrepid Family Office, LLC reported $4M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #3,025 in Finance & Insurance (9,261 peers)

Intrepid Family Office, LLC multi-year trail

Intrepid Family Office, LLC's plans moved +52.6% in assets from 2022 to 2024; this filing shows Intrepid Family Office, LLC at $4M / 3 participants.

#3,025
in Finance & Insurance (9,261 peers)
-16.9%
assets change YoY

The plan reported a net loss of $863K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Intrepid Family Office, LLC's mid-pack asset rank among Finance & Insurance and all filers

Intrepid Family Office, LLC vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$4,248,714 47th percentile higher than 47% of 139,123 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 2022

Intrepid Family Office, LLC among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Intrepid Family Office, LLC is a micro filing (3 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 464298980 · Intrepid Family Office, LLC PY 2022 · 401(k)

Intrepid Family Office, LLC · $4M · 3 · 47th

  • BOOK $4M
  • VS-ST 3
  • BOY 47th
  • SCH 401(k)
  • EBSA near Arvada Center for the Arts and Humanities 401(k) Plan
  • PART ind #3025

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 Finance & Insurance retirement plans → · Plans in Florida →

Intrepid Family Office, LLC in the asset neighbourhood

Intrepid Family Office, LLC$4MArvada Center for the Arts and Humanities 401(k) PlanArvada Center for the Arts a…$4MRolling V Bus Corp. 401(k) PlanRolling V Bus Corp. 401(k) P…$4MPolymer Packaging Inc 401(k) PlanPolymer Packaging Inc 401(k)…$4MSalutz Law LLP Profit Sharing PlanSalutz Law LLP Profit Sharin…$4M
End-of-year total assets ($M) among Intrepid Family Office, LLC and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Intrepid Family Office, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Intrepid Family Office, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 52.55806815897704% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.25M $6.48M ▲ +52.5%
Year Plans Participants Total Assets
2022 1 3 $4M
2023 1 3 $5M
2024 1 3 $6M

Intrepid Family Office, LLC filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$863K
Employer EIN464298980
Plan Effective Date2000-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Intrepid Family Office, LLC vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Intrepid Family Office, LLC, Total assets ($B): 0.004248714 · Participants: 3Intrepid Family Office, LLCL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Intrepid Family Office, LLC vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Intrepid Family Office, LLC side-by-side with 3 peers →

Intrepid Family Office, LLC's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Arvada Center for the Arts and Humanities 401(k) Plan in CO ($4M); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Intrepid Family Office, LLC assets move in 2022? ▼
Intrepid Family Office, LLC declined sharply - down 16.9% during 2022, from $5M to $4M. Reported net income was -$863K.
How have Intrepid Family Office, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Intrepid Family Office, LLC's sponsor-wide assets grew 52.6%, from $4M to $6M.
Which 401(k) plans are similar in size to Intrepid Family Office, LLC? ▼
Among 401(k) plans in other states, the closest by assets is Arvada Center for the Arts and Humanities 401(k) Plan in CO ($4M, 231 participants).
Which 401(k) plans cover a similar participant headcount to Intrepid Family Office, LLC? ▼
Among 401(k) plans in other states, the closest by covered participants is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 464298980.

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.