Other · DOL Form 5500 · 2022
Intellisurvey, Inc. Retirement Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 122
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $91,039
- Avg per participant Below avg balance/head
Official DOL plan name: Intellisurvey 401(k) Plan · Sponsored by Intellisurvey, Inc. · California · Professional & Technical Services
$11M in assets, 122 participants
Intellisurvey, Inc.'s Intellisurvey 401(k) Plan reported $11M in total assets and 122 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.
- #14,256 in Professional & Technical Services (21,562 peers)
Coverage in California
Intellisurvey 401(k) Plan covers 122 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $11M.
- #14,256
- in Professional & Technical Services (21,562 peers)
- -7.4%
- assets change YoY
The plan reported a net loss of $882K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Intellisurvey 401(k) Plan's outsized position by total assets
Intellisurvey 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,106,745 Top 33% higher than 67% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Intellisurvey 401(k) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Intellisurvey 401(k) Plan sits mid-pack in the medium band (122 participants).
Form 5500 schedule snapshot
Filing strip 330973672 · Intellisurvey, Inc. PY 2022 · Other
Intellisurvey 401(k) Plan · $11M · 122 · 67th
- EOY $11M
- 5500 122
- ASSETS 67th
- PCT Other
- EIN near Center for Urban Community Services Inc. 403(b) Tda Plan
- RANK ind #14256
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 Professional & Technical Services retirement plans → · Plans in California →
Intellisurvey 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$882K |
| Employer EIN | 330973672 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Intellisurvey, Inc.)
Sponsor-wide plan assets over time
All Intellisurvey, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 63.21841367565385% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 122 | $11M |
| 2023 | 1 | 128 | $15M |
| 2024 | 1 | 109 | $18M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $9.4B · 22,514
- Sutter Health 403(b) Savings Plan $5.3B · 48,591
- Stanford Health Care Retirement Savings Plan $4.5B · 20,237
- Caltech Base Retirement Plan $4.2B · 9,827
- University of Southern California Tax-Deferred Annuity Plan $3.7B · 22,632
Intellisurvey 401(k) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Center for Urban Community Services Inc. 403(b) Tda Plan in NY ($11M); by covered participants it is Cathedral Home for Children Retirement Plan in WY (122 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (122 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.