401(k) · DOL Form 5500 · 2023

Intrepid Family Office, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 3
Participants Small participant base: 45th
Percentile by assets National rank: $1.8M
Avg per participant High balance/head

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Official DOL plan name: Intrepid Family Office, LLC · Sponsored by Intrepid Family Office, LLC · Florida · Finance & Insurance

$5M in assets, 3 participants

Intrepid Family Office, LLC's Intrepid Family Office, LLC reported $5M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

#2,861 in Finance & Insurance (8,869 peers)

Intrepid Family Office, LLC multi-year trail

Intrepid Family Office, LLC's plans moved +52.6% in assets from 2022 to 2024; this filing shows Intrepid Family Office, LLC at $5M / 3 participants.

#2,861
in Finance & Insurance (8,869 peers): +24.4%
assets growth YoY

Intrepid Family Office, LLC's mid-pack asset rank among Finance & Insurance and all filers

Intrepid Family Office, LLC vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,285,242 45th percentile higher than 45% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Intrepid Family Office, LLC among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Intrepid Family Office, LLC is a micro filing (3 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Intrepid Family Office, LLC reported net income rose from -$863K in the plan year 2022 filing to $1M in the plan year 2023 filing.
Intrepid Family Office, LLC end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 464298980 · Intrepid Family Office, LLC PY 2023 · 401(k)

Intrepid Family Office, LLC · $5M · 3 · 45th

VS-ST $5M
VS-ST 3
VS-ST 45th
VS-ST 401(k)
VS-ST near Capitol Construction Services 401(k)
VS-ST ind #2861

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 Florida →

End-of-year total assets ($M) among Intrepid Family Office, LLC and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Intrepid Family Office, LLC multi-year asset trail

Latest sponsor-wide plan assets: $6M 52.55806815897704% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	3	$4M
2023	1	3	$5M
2024	1	3	$6M

Intrepid Family Office, LLC filing trail (2023)

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$5M
Net Income	$1M
Employer EIN	464298980
Plan Effective Date	2000-12-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Florida

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

Intrepid Family Office, LLC vs. nearby 401(k) plans in Florida, assets vs. participants

L3harris Retirement Savings Plan $15.4B · 40,665
Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
Adp Totalsource Retirement Savings Plan $8.0B · 308,867
Trinet 401(k) Plan $7.0B · 157,945
Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674

Compare Intrepid Family Office, LLC side-by-side with 3 peers →

Intrepid Family Office, LLC's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Capitol Construction Services 401(k) in IN ($5M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Capitol Construction Services 401(k) (IN) $5M · 143
Silicon Valley Medical Development, LLC 401(k) Plan (CA) $5M · 228
Woodpeckers LLC 401(k) Plan (OH) $5M · 178
Energy Management, Inc. Profit Sharing & 401(k) Plan (MA) $5M · 19

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

Cookeville Urology PLC 401(k) Profit Sharing Plan (TN) 3 · 0 off
Md4m, Inc. 401(k) Plan (CO) 3 · 0 off
Bee Hive Holdings, Inc. 401(k) Plan (AZ) 3 · 0 off
J K B Solutions Retirement Plan (TX) 3 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Intrepid Family Office, LLC assets move in 2023? ▼

Intrepid Family Office, LLC grew sharply - up 24.4% during 2023, from $4M to $5M. Reported net income was $1M.

How have Intrepid Family Office, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Intrepid Family Office, LLC's sponsor-wide assets grew 52.6%, from $4M to $6M.

Which 401(k) plans are similar in size to Intrepid Family Office, LLC? ▼

Among 401(k) plans in other states, the closest by assets is Capitol Construction Services 401(k) in IN ($5M, 143 participants).

Which 401(k) plans cover a similar participant headcount to Intrepid Family Office, LLC? ▼

Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 464298980.