401(k) · DOL Form 5500 · 2022
Intervest Capital Partners 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 17
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $486,848
- Avg per participant High balance/head
Official DOL plan name: Intervest Capital Partners · Sponsored by Intervest Capital Partners · New York · Finance & Insurance
$8M in assets, 17 participants
Intervest Capital Partners's Intervest Capital Partners reported $8M in total assets and 17 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.
- #4,106 in Finance & Insurance (9,261 peers)
Intervest Capital Partners multi-year trail
Intervest Capital Partners's plans moved +39.2% in assets from 2022 to 2024; this filing shows Intervest Capital Partners at $8M / 17 participants.
- #4,106
- in Finance & Insurance (9,261 peers)
- -13.9%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Intervest Capital Partners's mid-pack asset rank among Finance & Insurance and all filers
Intervest Capital Partners vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,276,423 Top 39% higher than 61% 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
Intervest Capital Partners among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Intervest Capital Partners is a small filing (17 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 453175754 · Intervest Capital Partners PY 2022 · 401(k)
Intervest Capital Partners · $8M · 17 · 61st
- EIN $8M
- EIN 17
- EIN 61st
- EIN 401(k)
- EIN near Forward Financing LLC Retirement Plan
- EIN ind #4106
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 New York →
Intervest Capital Partners in the asset neighbourhood
Intervest Capital Partners multi-year asset trail
Sponsor-wide plan assets over time
All Intervest Capital Partners plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 39.22664416741387% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 17 | $8M |
| 2023 | 1 | 20 | $10M |
| 2024 | 1 | 23 | $12M |
Intervest Capital Partners filing trail (2022)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$1M |
| Employer EIN | 453175754 |
| Plan Effective Date | 2018-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Intervest Capital Partners's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Forward Financing LLC Retirement Plan in MA ($8M); by covered participants it is Seed Enhancements, LLC 401(k) Plan in ID (17 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (17 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.