401(k) · DOL Form 5500 · 2022

Intelligentsia Coffee, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
135
Participants Small participant base
52nd
Percentile by assets National rank
$40,582
Avg per participant Low balance/head
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Official DOL plan name: Intelligentsia 401(k) Profit Sharing Plan · Sponsored by Intelligentsia Coffee, Inc. · Illinois · Wholesale Trade

$5M in assets, 135 participants

Intelligentsia Coffee, Inc.'s Intelligentsia 401(k) Profit Sharing Plan reported $5M in total assets and 135 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #2,772 in Wholesale Trade (6,843 peers)

Coverage in Illinois

Intelligentsia 401(k) Profit Sharing Plan covers 135 participants in Illinois, about 17% of the average Illinois filer (state average ~779 per filing). Assets: $5M.

#2,772
in Wholesale Trade (6,843 peers)
-17.1%
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.

Intelligentsia 401(k) Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Intelligentsia 401(k) Profit Sharing Plan vs every filed plan by assets

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

$5,478,552 Top 48% higher than 52% 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

Intelligentsia 401(k) Profit Sharing 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. Intelligentsia 401(k) Profit Sharing Plan sits mid-pack in the medium band (135 participants).

Published 5500 schedule card

Filing strip 364027860 · Intelligentsia Coffee, Inc. PY 2022 · 401(k)

Intelligentsia 401(k) Profit Sharing Plan · $5M · 135 · 52nd

  • PART $5M
  • PART 135
  • PART 52nd
  • PART 401(k)
  • PART near The Vandaveer Corp. 401(k) Plan
  • PART ind #2772

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 Wholesale Trade retirement plans → · Plans in Illinois →

Intelligentsia 401(k) Profit Sharing Plan in the asset neighbourhood

Intelligentsia 401(k) Profit Sharing PlanIntelligentsia 401(k) Profit…$5MThe Vandaveer Corp. 401(k) PlanThe Vandaveer Corp. 401(k) P…$5MAes Industries, Inc. 401(k) Profit Sharing PlanAes Industries, Inc. 401(k) …$5MMarek & Lanker, LLP 401(k) Profit Sharing PlanMarek & Lanker, LLP 401(k) P…$5MLoeb Partners Corporation Profit Sharing PlanLoeb Partners Corporation Pr…$5M
End-of-year total assets ($M) among Intelligentsia 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$5M
Net Income-$1M
Employer EIN364027860
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Intelligentsia Coffee, Inc.)

Sponsor-wide plan assets over time

All Intelligentsia Coffee, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 52.499237024673675% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.48M $8.35M ▲ +52.4%
Year Plans Participants Total Assets
2022 1 135 $5M
2023 1 157 $7M
2024 1 158 $8M

Nearby 401(k) Plans in Illinois

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

Intelligentsia 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Intelligentsia 401(k) Profit Sharing Plan, Total assets ($B): 0.005478552 · Participants: 135Intelligentsia 401(k) Profit Sharing PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Intelligentsia 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Intelligentsia 401(k) Profit Sharing Plan side-by-side with 3 peers →

Intelligentsia 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is The Vandaveer Corp. 401(k) Plan in WA ($5M); by covered participants it is Concordia Life Care Community 403(b) Plan in OK (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 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 Intelligentsia 401(k) Profit Sharing Plan assets move in 2022? ▼
Intelligentsia 401(k) Profit Sharing Plan declined sharply - down 17.1% during 2022, from $7M to $5M. Reported net income was -$1M.
How have Intelligentsia Coffee, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Intelligentsia Coffee, Inc.'s sponsor-wide assets grew 52.5%, from $5M to $8M.
Which 401(k) plans are similar in size to Intelligentsia 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Vandaveer Corp. 401(k) Plan in WA ($5M, 27 participants).
Which 401(k) plans cover a similar participant headcount to Intelligentsia 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Concordia Life Care Community 403(b) Plan in OK (135 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 364027860.

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.