Other · DOL Form 5500 · 2023

Intellisurvey, Inc. Retirement Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets: 128
Participants Small participant base: 67th
Percentile by assets National rank: $115,083
Avg per participant Below avg balance/head

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Official DOL plan name: Intellisurvey 401(k) Plan · Sponsored by Intellisurvey, Inc. · California · Professional & Technical Services

$15M in assets, 128 participants

Intellisurvey, Inc.'s Intellisurvey 401(k) Plan reported $15M in total assets and 128 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

#13,437 in Professional & Technical Services (20,321 peers)

Coverage in California

Intellisurvey 401(k) Plan covers 128 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $15M.

#13,437
in Professional & Technical Services (20,321 peers): +32.6%
assets growth YoY

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

Intellisurvey 401(k) Plan vs every filed plan by assets

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

$14,730,642 Top 33% higher than 67% 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

Intellisurvey 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. Intellisurvey 401(k) Plan sits mid-pack in the medium band (128 participants).

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%)

Intellisurvey 401(k) Plan reported net income rose from -$882K in the plan year 2022 filing to $4M in the plan year 2023 filing.
Intellisurvey 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $15M in the plan year 2023 filing.
Intellisurvey 401(k) Plan reported participants rose from 122 in the plan year 2022 filing to 128 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 330973672 · Intellisurvey, Inc. PY 2023 · Other

Intellisurvey 401(k) Plan · $15M · 128 · 67th

EIN $15M
RANK 128
PHOTO 67th
IND Other
EOY near Education Commission of the States 403(b) DC Plan
5500 ind #13437

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 →

End-of-year total assets ($M) among Intellisurvey 401(k) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)	$11M
Net Assets (End of Year)	$15M
Net Income	$4M
Employer EIN	330973672
Plan Effective Date	2013-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Intellisurvey, Inc.)

Latest sponsor-wide plan assets: $18M 63.21841367565385% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	122	$11M
2023	1	128	$15M
2024	1	109	$18M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

Intellisurvey 401(k) Plan vs. nearby Other plans in California, assets vs. participants

Stanford Contributory Retirement Plan $11.0B · 21,674
Sutter Health 403(b) Savings Plan $6.5B · 50,273
Stanford Health Care Retirement Savings Plan $5.8B · 22,681
Caltech Base Retirement Plan $4.8B · 10,682
University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764

Compare Intellisurvey 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest Other by assets is Education Commission of the States 403(b) DC Plan in CO ($15M); by covered participants it is Southern Mississippi Planning and Development District 403(b) Plan in MS (128 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Education Commission of the States 403(b) DC Plan (CO) $15M · 36
Port Newark Maintenance & Repair 401(k) Plan (AZ) $15M · 122
403(b) Thrift Plan of Yakima Neighborhood Health Services (WA) $15M · 335
Lees-Mcrae College 403(b) Retirement Plan (NC) $15M · 87

Similar participant headcount

Nearest other-state filings by covered participants (128 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 Intellisurvey 401(k) Plan assets move in 2023? ▼

Intellisurvey 401(k) Plan surged - up 32.6% during 2023, from $11M to $15M. Reported net income was $4M.

How have Intellisurvey, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Intellisurvey, Inc.'s sponsor-wide assets grew 63.2%, from $11M to $18M.

Which Other plans are similar in size to Intellisurvey 401(k) Plan? ▼

Among Other plans in other states, the closest by assets is Education Commission of the States 403(b) DC Plan in CO ($15M, 36 participants).

Which Other plans cover a similar participant headcount to Intellisurvey 401(k) Plan? ▼

Among Other plans in other states, the closest by covered participants is Southern Mississippi Planning and Development District 403(b) Plan in MS (128 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 330973672.