401(k) · DOL Form 5500 · 2023

Integra Financial Services LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
131
Participants Small participant base
42nd
Percentile by assets National rank
$34,591
Avg per participant Low balance/head
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Official DOL plan name: Integra Financial Services LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Integra Financial Services LLC · Utah · Professional & Technical Services

$5M in assets, 131 participants

Integra Financial Services LLC's Integra Financial Services LLC 401(k) Profit Sharing Plan & Trust reported $5M in total assets and 131 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #8,140 in Professional & Technical Services (20,321 peers)

Coverage in Utah

Integra Financial Services LLC 401(k) Profit Sharing Plan & Trust covers 131 participants in Utah, about 22% of the average Utah filer (state average ~592 per filing). Assets: $5M.

#8,140
in Professional & Technical Services (20,321 peers)
+34.1%
assets growth YoY

Integra Financial Services LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Integra Financial Services LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$4,531,387 42nd percentile higher than 42% 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

Integra Financial Services LLC 401(k) Profit Sharing Plan & Trust 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. Integra Financial Services LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (131 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Integra Financial Services LLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$241K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Integra Financial Services LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Integra Financial Services LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 110 in the plan year 2022 filing to 131 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 275276229 · Integra Financial Services LLC PY 2023 · 401(k)

Integra Financial Services LLC 401(k) Profit Sharing Plan & Trust · $5M · 131 · 42nd

  • IND $5M
  • IND 131
  • IND 42nd
  • IND 401(k)
  • IND near Guardian Security Systems, Inc. 401(k) Profit Sharing Plan
  • IND ind #8140

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 Utah →

Integra Financial Services LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Integra Financial Services LLC 401(k) Profit Sharing Plan & TrustIntegra Financial Services L…$5MGuardian Security Systems, Inc. 401(k) Profit Sharing PlanGuardian Security Systems, I…$5MEhpv 401(k) Plan$5MTegeler & Associates 401(k) PlanTegeler & Associates 401(k) …$5MAllied Aviation 401(k) Security FundAllied Aviation 401(k) Secur…$5M
End-of-year total assets ($M) among Integra Financial Services LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN275276229
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Integra Financial Services LLC)

Sponsor-wide plan assets over time

All Integra Financial Services LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 70.33682581139908% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.38M $5.76M ▲ +70.4%
Year Plans Participants Total Assets
2022 1 110 $3M
2023 1 131 $5M
2024 1 106 $6M

Nearby 401(k) Plans in Utah

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

Integra Financial Services LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Integra Financial Services LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.004531387 · Participants: 131Integra Financial Services LLC 401(k) Profit Sharing Plan & TrustIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Integra Financial Services LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Integra Financial Services LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Integra Financial Services LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Guardian Security Systems, Inc. 401(k) Profit Sharing Plan in WA ($5M); by covered participants it is Galen Healthcare Solutions, Inc. 401(k) Plan in IL (131 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

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

Similar participant headcount

Nearest other-state filings by covered participants (131 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 Integra Financial Services LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Integra Financial Services LLC 401(k) Profit Sharing Plan & Trust surged - up 34.1% during 2023, from $3M to $5M. Reported net income was $1M.
How have Integra Financial Services LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Integra Financial Services LLC's sponsor-wide assets grew 70.3%, from $3M to $6M.
Which 401(k) plans are similar in size to Integra Financial Services LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Guardian Security Systems, Inc. 401(k) Profit Sharing Plan in WA ($5M, 156 participants).
Which 401(k) plans cover a similar participant headcount to Integra Financial Services LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Galen Healthcare Solutions, Inc. 401(k) Plan in IL (131 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 275276229.

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.