401(k) · DOL Form 5500 · 2023
Integrated Retirement Partners, Inc. 401(k) Plan
Data updated 2026-08-25
- $278K
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 13th
- Percentile by assets National rank
- $23,167
- Avg per participant Low balance/head
Official DOL plan name: Integrated Retirement Partners Pooled Employer Plan · Sponsored by Integrated Retirement Partners, Inc. · Massachusetts · Professional & Technical Services
$278K in assets, 12 participants
Integrated Retirement Partners, Inc.'s Integrated Retirement Partners Pooled Employer Plan reported $278K in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 13th 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.
- #2,048 in Professional & Technical Services (20,321 peers)
2023 asset change
Integrated Retirement Partners Pooled Employer Plan surged 89.2% in 2023 ($147K → $278K) for 12 participants.
- #2,048
- in Professional & Technical Services (20,321 peers)
- +89.2%
- assets growth YoY
Integrated Retirement Partners Pooled Employer Plan among the smaller filed plans by assets
Integrated Retirement Partners Pooled Employer Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$278,007 13th percentile higher than 13% 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
Integrated Retirement Partners Pooled Employer Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Integrated Retirement Partners Pooled Employer Plan is a small filing (12 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Integrated Retirement Partners Pooled Employer Plan end-of-year assets rose from $147K in the plan year 2022 filing to $278K in the plan year 2023 filing.
- Integrated Retirement Partners Pooled Employer Plan reported participants fell from 14 in the plan year 2022 filing to 12 in the plan year 2023 filing.
- Integrated Retirement Partners Pooled Employer Plan reported net income fell from $147K in the plan year 2022 filing to $131K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 862039189 · Integrated Retirement Partners, Inc. PY 2023 · 401(k)
Integrated Retirement Partners Pooled Employer Plan · $278K · 12 · 13th
- IND $278K
- IND 12
- IND 13th
- IND 401(k)
- IND near White Plumbing Co. Inc. Retirement Plan
- IND ind #2048
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 Massachusetts →
Integrated Retirement Partners Pooled Employer Plan in the asset neighbourhood
Integrated Retirement Partners, Inc. years around the 2023 move
Sponsor-wide plan assets over time
All Integrated Retirement Partners, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 14 | $147K |
| 2023 | 1 | 12 | $278K |
| 2024 | 1 | 10 | N/A |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $147K |
|---|---|
| Net Assets (End of Year) | $278K |
| Net Income | $131K |
| Employer EIN | 862039189 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Integrated Retirement Partners Pooled Employer Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is White Plumbing Co. Inc. Retirement Plan in MO ($278K); by covered participants it is Maryland Home Care Solutions Retirement Plan in MD (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($278K here).
- White Plumbing Co. Inc. Retirement Plan (MO) $278K · 20
- 3 Hearts LLC 401(k) Plan (SC) $278K · 83
- White Hawk, Inc. 401(k) Plan (WA) $278K · 7
- Fern Woods Retirement Plan (NC) $278K · 1
Similar participant headcount
Nearest other-state filings by covered participants (12 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.