401(k) · DOL Form 5500 · 2023

K2 Intelligence, LLC 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
261
Participants Below avg headcount
76th
Percentile by assets National rank
$91,962
Avg per participant Below avg balance/head
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Official DOL plan name: K2 Integrity 401(k) Plan · Sponsored by K2 Intelligence, LLC · New York · Professional & Technical Services

$24M in assets, 261 participants

K2 Intelligence, LLC's K2 Integrity 401(k) Plan reported $24M in total assets and 261 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #15,467 in Professional & Technical Services (20,321 peers)

Coverage in New York

K2 Integrity 401(k) Plan covers 261 participants in New York, about 33% of the average New York filer (state average ~798 per filing). Assets: $24M.

#15,467
in Professional & Technical Services (20,321 peers)
+17.2%
assets growth YoY
0.2×
vs typical plan assets (national mean)

K2 Integrity 401(k) Plan's outsized position by total assets

K2 Integrity 401(k) Plan vs every filed plan by assets

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

$24,002,147 Top 24% higher than 76% of 127,068 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 2023

K2 Integrity 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. K2 Integrity 401(k) Plan sits mid-pack in the medium band (261 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • K2 Integrity 401(k) Plan reported net income rose from $815K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • K2 Integrity 401(k) Plan reported participants rose from 181 in the plan year 2022 filing to 261 in the plan year 2023 filing.
  • K2 Integrity 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $24M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 273778991 · K2 Intelligence, LLC PY 2023 · 401(k)

K2 Integrity 401(k) Plan · $24M · 261 · 76th

  • PHOTO $24M
  • IND 261
  • EOY 76th
  • 5500 401(k)
  • ASSETS near Pennsylvania Steel Company, Inc. Profit Sharing 401(k) Plan
  • PCT ind #15467

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 New York →

K2 Integrity 401(k) Plan in the asset neighbourhood

Guidepost Growth Management Company 401(k) PlanGuidepost Growth Management …$24MK2 Integrity 401(k) Plan$24MPennsylvania Steel Company, Inc. Profit Sharing 401(k) PlanPennsylvania Steel Company, …$24MVoyager Pep$24MJones Dairy Farm Bargaining Employees' Retirement Savings PlanJones Dairy Farm Bargaining …$24M
End-of-year total assets ($M) among K2 Integrity 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$24M
Net Income$4M
Employer EIN273778991
Plan Effective Date2022-07-25
Filing StatusFILING RECEIVED

Sponsor Plan History (K2 Intelligence, LLC)

Sponsor-wide plan assets over time

All K2 Intelligence, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$28M 36.426072546402466% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $20.5M $27.9M ▲ +36.4%
Year Plans Participants Total Assets
2022 1 181 $20M
2023 1 261 $24M
2024 1 200 $28M

Nearby 401(k) Plans in New York

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

K2 Integrity 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants K2 Integrity 401(k) Plan, Total assets ($B): 0.024002147 · Participants: 261K2 Integrity 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
K2 Integrity 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare K2 Integrity 401(k) Plan side-by-side with 3 peers →

K2 Integrity 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Pennsylvania Steel Company, Inc. Profit Sharing 401(k) Plan in PA ($24M); by covered participants it is Prime Digital 401(k) Plan in NV (261 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (261 participants); asset peers above are excluded.

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 K2 Integrity 401(k) Plan assets move in 2023? ▼
K2 Integrity 401(k) Plan grew sharply - up 17.2% during 2023, from $20M to $24M. Reported net income was $4M.
How have K2 Intelligence, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), K2 Intelligence, LLC's sponsor-wide assets grew 36.4%, from $20M to $28M.
Where does K2 Integrity 401(k) Plan rank by assets among Form 5500 filers? ▼
K2 Integrity 401(k) Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to K2 Integrity 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pennsylvania Steel Company, Inc. Profit Sharing 401(k) Plan in PA ($24M, 409 participants).
Which 401(k) plans cover a similar participant headcount to K2 Integrity 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Prime Digital 401(k) Plan in NV (261 participants, $4M 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 273778991.

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.