401(k) · DOL Form 5500 · 2022

Integrity Financial Planning I 401(k) Plan

Data updated 2026-08-25

$282K
Total assets Small plan by assets
11
Participants Small participant base
13th
Percentile by assets National rank
$25,596
Avg per participant Low balance/head
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Official DOL plan name: Integrity Financial Planning I 401(k) Profit Sharing Plan & Trust · Sponsored by Integrity Financial Planning I · Virginia · Finance & Insurance

$282K in assets, 11 participants

Integrity Financial Planning I's Integrity Financial Planning I 401(k) Profit Sharing Plan & Trust reported $282K in total assets and 11 participants in its 2022 DOL Form 5500 filing, ranking in the 13th 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.

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

Integrity Financial Planning I multi-year trail

Integrity Financial Planning I's plans moved +15.7% in assets from 2022 to 2024; this filing shows Integrity Financial Planning I 401(k) Profit Sharing Plan & Trust at $282K / 11 participants.

#750
in Finance & Insurance (9,261 peers)
+19.2%
assets growth YoY

Integrity Financial Planning I 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Integrity Financial Planning I 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$281,560 13th percentile higher than 13% 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

Integrity Financial Planning I 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Integrity Financial Planning I 401(k) Profit Sharing Plan & Trust is a small filing (11 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 271960190 · Integrity Financial Planning I PY 2022 · 401(k)

Integrity Financial Planning I 401(k) Profit Sharing Plan & Trust · $282K · 11 · 13th

  • RANK $282K
  • PHOTO 11
  • IND 13th
  • EOY 401(k)
  • 5500 near Ivy Healthcare LLC 401(k) Plan
  • ASSETS ind #750

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 Virginia →

Integrity Financial Planning I 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Integrity Financial Planning I 401(k) Profit Sharing Plan & TrustIntegrity Financial Planning…$282KIvy Healthcare LLC 401(k) PlanIvy Healthcare LLC 401(k) Pl…$282KDaniell J. Buse, Dds, LLC 401(k) PlanDaniell J. Buse, Dds, LLC 40…$282KVaute Enterprise, Inc. 401(k) Profit Sharing PlanVaute Enterprise, Inc. 401(k…$282KStringtown, Inc. 401(k) Profit Sharing PlanStringtown, Inc. 401(k) Prof…$282K
End-of-year total assets ($M) among Integrity Financial Planning I 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Integrity Financial Planning I multi-year asset trail

Sponsor-wide plan assets over time

All Integrity Financial Planning I plans reported in each filing year

Latest sponsor-wide plan assets
$326K 15.722048586446938% vs 2022
2024 filing year
$0.25M$0.3M$0.35M$0.4M$0.45M 202220232024 $0.28M $0.33M ▲ +17.9%
Year Plans Participants Total Assets
2022 1 11 $282K
2023 1 12 $418K
2024 1 11 $326K

Integrity Financial Planning I filing trail (2022)

Total Assets (Beginning of Year)$236K
Net Assets (End of Year)$282K
Net Income$45K
Employer EIN271960190
Plan Effective Date2018-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Integrity Financial Planning I 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -10010203040 Total assets ($B) Participants Integrity Financial Planning I 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.00028156 · Participants: 11Integrity Financial Planning I 401(k) Profit Sharing Plan & TrustNorthrop Grumman Savings Plan, Total assets ($B): 32.567331218 · Participants: 92420Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 12.972737361 · Participants: 61481401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 9.624791923 · Participants: 36822General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 8.665678993 · Participants: 26125Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 8.232987243 · Participants: 31556Bae Systems Employees' Savings and Investment Plan
Integrity Financial Planning I 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Integrity Financial Planning I 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Integrity Financial Planning I 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Ivy Healthcare LLC 401(k) Plan in FL ($282K); by covered participants it is Oceanside Car Wash Inc Profit Sharing Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($282K here).

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Integrity Financial Planning I 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Integrity Financial Planning I 401(k) Profit Sharing Plan & Trust grew sharply - up 19.2% during 2022, from $236K to $282K. Reported net income was $45K.
How have Integrity Financial Planning I plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Integrity Financial Planning I's sponsor-wide assets grew 15.7%, from $282K to $326K.
Where does Integrity Financial Planning I 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Integrity Financial Planning I 401(k) Profit Sharing Plan & Trust ranks in the 13th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Integrity Financial Planning I 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Ivy Healthcare LLC 401(k) Plan in FL ($282K, 433 participants).
Which 401(k) plans cover a similar participant headcount to Integrity Financial Planning I 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Oceanside Car Wash Inc Profit Sharing Plan in CA (11 participants, $625K 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 271960190.

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.