Defined Benefit (Pension) · DOL Form 5500 · 2022
Intercam Financial Services Inc Pension Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 82
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $18,946
- Avg per participant Low balance/head
Official DOL plan name: Intercam Financial Services Inc Cash Balance Plan · Sponsored by Intercam Financial Services Inc · California · Professional & Technical Services
$2M in assets, 82 participants
Intercam Financial Services Inc's Intercam Financial Services Inc Cash Balance Plan reported $2M in total assets and 82 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.
- #5,726 in Professional & Technical Services (21,562 peers)
Intercam Financial Services Inc multi-year trail
Intercam Financial Services Inc's plans moved -41.1% in assets from 2022 to 2024; this filing shows Intercam Financial Services Inc Cash Balance Plan at $2M / 82 participants.
- #5,726
- in Professional & Technical Services (21,562 peers)
- -20.7%
- assets change YoY
The plan reported a net loss of $407K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Intercam Financial Services Inc Cash Balance Plan among the smaller filed plans by assets
Intercam Financial Services Inc Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,553,595 30th percentile higher than 30% 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
Intercam Financial Services Inc Cash Balance Plan among smaller 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 Inc Cash Balance Plan is a small filing (82 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 010875110 · Intercam Financial Services Inc PY 2022 · Defined Benefit (Pension)
Intercam Financial Services Inc Cash Balance Plan · $2M · 82 · 30th
- TYPE $2M
- TYPE 82
- TYPE 30th
- TYPE Defined Benefit (Pension)
- TYPE near Stanley Whitney Studio LLC Defined Benefit Plan
- TYPE ind #5726
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 Inc Cash Balance Plan in the asset neighbourhood
Intercam Financial Services Inc multi-year asset trail
Sponsor-wide plan assets over time
All Intercam Financial Services Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 41.12695498853087% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 195 | $4M |
| 2023 | 1 | 67 | $2M |
| 2024 | 1 | 63 | $2M |
Intercam Financial Services Inc filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$407K |
| Employer EIN | 010875110 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $31.9B · 126,331
- Pacific Gas and Electric Company Retirement Plan $17.1B · 25,709
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.4B · 19,326
- Disney Salaried Pension Plan D $9.2B · 11,405
- Wells Fargo & Company Cash Balance Plan $8.8B · 59,141
Intercam Financial Services Inc Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Stanley Whitney Studio LLC Defined Benefit Plan in NY ($2M); by covered participants it is The Fidelity Bank Pension Plan in NC (82 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 (82 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.