401(k) · DOL Form 5500 · 2022

Integra Financial Services LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
110
Participants Small participant base
43rd
Percentile by assets National rank
$30,728
Avg per participant Low balance/head
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Official DOL plan name: Integra Financial Services LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Integra Financial Services LLC · Utah · Professional & Technical Services

$3M in assets, 110 participants

Integra Financial Services LLC's Integra Financial Services LLC 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 110 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,621 in Professional & Technical Services (21,562 peers)

Coverage in Utah

Integra Financial Services LLC 401(k) Profit Sharing Plan & Trust covers 110 participants in Utah, about 19% of the average Utah filer (state average ~592 per filing). Assets: $3M.

#8,621
in Professional & Technical Services (21,562 peers)
-6.6%
assets change YoY

The plan reported a net loss of $241K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Integra Financial Services LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Integra Financial Services LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$3,380,026 43rd percentile higher than 43% 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

Integra Financial Services LLC 401(k) Profit Sharing Plan & Trust 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. Integra Financial Services LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (110 participants).

DOL schedule card

Filing strip 275276229 · Integra Financial Services LLC PY 2022 · 401(k)

Integra Financial Services LLC 401(k) Profit Sharing Plan & Trust · $3M · 110 · 43rd

  • TYPE $3M
  • NET 110
  • BOOK 43rd
  • VS-ST 401(k)
  • BOY near Chartwell Operations LLC Multiple Employer 401(k) Plan
  • SCH ind #8621

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 Utah →

Integra Financial Services LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Integra Financial Services LLC 401(k) Profit Sharing Plan & TrustIntegra Financial Services L…$3MChartwell Operations LLC Multiple Employer 401(k) PlanChartwell Operations LLC Mul…$3MPrince Oil Company, Inc. 401(k) PlanPrince Oil Company, Inc. 401…$3MThe Wilf Campus for Senior Living Retirement PlanThe Wilf Campus for Senior L…$3MAdvanced Integrated Pest Management 401(k) PlanAdvanced Integrated Pest Man…$3M
End-of-year total assets ($M) among Integra Financial Services LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Utah filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$241K
Employer EIN275276229
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Integra Financial Services LLC)

Sponsor-wide plan assets over time

All Integra Financial Services LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 70.33682581139908% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.38M $5.76M ▲ +70.4%
Year Plans Participants Total Assets
2022 1 110 $3M
2023 1 131 $5M
2024 1 106 $6M

Nearby 401(k) Plans in Utah

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

Integra Financial Services LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Integra Financial Services LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.003380026 · Participants: 110Integra Financial Services LLC 401(k) Profit Sharing Plan & TrustDeseret 401(k) Plan, Total assets ($B): 4.66432779 · Participants: 23455Deseret 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 3.594057 · Participants: 42446Intermountain Healthcare Savings Plus 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.478809721 · Participants: 9870Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 0.951734159 · Participants: 16878Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.588382505 · Participants: 4068Autoliv Asp, Inc. Employee Savings and Investment Plan
Integra Financial Services LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Integra Financial Services LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Integra Financial Services LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Chartwell Operations LLC Multiple Employer 401(k) Plan in NY ($3M); by covered participants it is Mahajan Therapeutics, Llc401(k) Plan in OH (110 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (110 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 Integra Financial Services LLC 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Integra Financial Services LLC 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 6.6% during 2022, from $4M to $3M. Reported net income was -$241K.
How have Integra Financial Services LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Integra Financial Services LLC's sponsor-wide assets grew 70.3%, from $3M to $6M.
Which 401(k) plans are similar in size to Integra Financial Services LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Chartwell Operations LLC Multiple Employer 401(k) Plan in NY ($3M, 170 participants).
Which 401(k) plans cover a similar participant headcount to Integra Financial Services LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Mahajan Therapeutics, Llc401(k) Plan in OH (110 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 275276229.

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.