401(k) · DOL Form 5500 · 2022

Intercam Financial Services 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
113
Participants Small participant base
36th
Percentile by assets National rank
$21,023
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Intercam Financial Services Retirement Trust · Sponsored by Intercam Financial Services · California · Professional & Technical Services

$2M in assets, 113 participants

Intercam Financial Services's Intercam Financial Services Retirement Trust reported $2M in total assets and 113 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.

  • #7,178 in Professional & Technical Services (21,562 peers)

Coverage in California

Intercam Financial Services Retirement Trust covers 113 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $2M.

#7,178
in Professional & Technical Services (21,562 peers)
-14.5%
assets change YoY

The plan reported a net loss of $402K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Intercam Financial Services Retirement Trust's mid-pack asset rank among Professional & Technical Services and all filers

Intercam Financial Services Retirement Trust vs every filed plan by assets

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

$2,375,648 36th percentile higher than 36% 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

Intercam Financial Services Retirement 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. Intercam Financial Services Retirement Trust sits mid-pack in the medium band (113 participants).

Form 5500 schedule snapshot

Filing strip 010875110 · Intercam Financial Services PY 2022 · 401(k)

Intercam Financial Services Retirement Trust · $2M · 113 · 36th

  • BOY $2M
  • BOY 113
  • BOY 36th
  • BOY 401(k)
  • BOY near Southern Colorado Auto and Truck Parts Co. 401(k) Plan
  • BOY ind #7178

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 →

Intercam Financial Services Retirement Trust in the asset neighbourhood

Intercam Financial Services Retirement TrustIntercam Financial Services …$2MSouthern Colorado Auto and Truck Parts Co. 401(k) PlanSouthern Colorado Auto and T…$2MImpact Fitness 401(k) Plan$2MShinn 401(k) Retirement Plan$2MGeorgia Pain and Wellness Center 401(k) PlanGeorgia Pain and Wellness Ce…$2M
End-of-year total assets ($M) among Intercam Financial Services Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$402K
Employer EIN010875110
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Intercam Financial Services)

Sponsor-wide plan assets over time

All Intercam Financial Services plans reported in each filing year

Latest sponsor-wide plan assets
$2M 41.12695498853087% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $3.93M $2.31M ▼ -41.2%
Year Plans Participants Total Assets
2022 2 195 $4M
2023 1 67 $2M
2024 1 63 $2M

Nearby 401(k) Plans in California

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

Intercam Financial Services Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Intercam Financial Services Retirement Trust, Total assets ($B): 0.002375648 · Participants: 113Intercam Financial Services Retirement TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Intercam Financial Services Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants

Intercam Financial Services Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Southern Colorado Auto and Truck Parts Co. 401(k) Plan in CO ($2M); by covered participants it is Clinical Computer Systems, Inc. Employees' Profit Sharing 401(k) Plan in IL (113 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (113 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 Intercam Financial Services Retirement Trust assets move in 2022?
Intercam Financial Services Retirement Trust pulled back noticeably - down 14.5% during 2022, from $3M to $2M. Reported net income was -$402K.
How have Intercam Financial Services plan assets changed over time?
Across 3 plan years on file (2022-2024), Intercam Financial Services's sponsor-wide assets declined 41.1%, from $4M to $2M.
Which 401(k) plans are similar in size to Intercam Financial Services Retirement Trust?
Among 401(k) plans in other states, the closest by assets is Southern Colorado Auto and Truck Parts Co. 401(k) Plan in CO ($2M, 44 participants).
Which 401(k) plans cover a similar participant headcount to Intercam Financial Services Retirement Trust?
Among 401(k) plans in other states, the closest by covered participants is Clinical Computer Systems, Inc. Employees' Profit Sharing 401(k) Plan in IL (113 participants, N/A in assets).