401(k) · DOL Form 5500 · 2023

Intrinsic Schools 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
216
Participants Below avg headcount
38th
Percentile by assets National rank
$15,819
Avg per participant Low balance/head
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Official DOL plan name: Intrinsic Schools 401(k) Profit Sharing Plan · Sponsored by Intrinsic Schools · Illinois · Educational Services

$3M in assets, 216 participants

Intrinsic Schools's Intrinsic Schools 401(k) Profit Sharing Plan reported $3M in total assets and 216 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #922 in Educational Services (3,735 peers)

Coverage in Illinois

Intrinsic Schools 401(k) Profit Sharing Plan covers 216 participants in Illinois, about 28% of the average Illinois filer (state average ~779 per filing). Assets: $3M.

#922
in Educational Services (3,735 peers)
+45.0%
assets growth YoY

Intrinsic Schools 401(k) Profit Sharing Plan's mid-pack asset rank among Educational Services and all filers

Intrinsic Schools 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,417,006 38th percentile higher than 38% 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

Intrinsic Schools 401(k) Profit Sharing 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. Intrinsic Schools 401(k) Profit Sharing Plan sits mid-pack in the medium band (216 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Intrinsic Schools 401(k) Profit Sharing Plan reported net income rose from $41K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Intrinsic Schools 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Intrinsic Schools 401(k) Profit Sharing Plan reported participants rose from 196 in the plan year 2022 filing to 216 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 455454261 · Intrinsic Schools PY 2023 · 401(k)

Intrinsic Schools 401(k) Profit Sharing Plan · $3M · 216 · 38th

  • BOOK $3M
  • BOOK 216
  • BOOK 38th
  • BOOK 401(k)
  • BOOK near Old Mountain Private Family Trust, Inc. 401(k) Plan
  • BOOK ind #922

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 Educational Services retirement plans → · Plans in Illinois →

Intrinsic Schools 401(k) Profit Sharing Plan in the asset neighbourhood

Intrinsic Schools 401(k) Profit Sharing PlanIntrinsic Schools 401(k) Pro…$3MOld Mountain Private Family Trust, Inc. 401(k) PlanOld Mountain Private Family …$3MStone and Excel 401(k) Plan$3MPropack Logistics US, LLC 401(k) PlanPropack Logistics US, LLC 40…$3MMaynor & Mitchell Eye Center, PC 401(k) Profit Sharing PlanMaynor & Mitchell Eye Center…$3M
End-of-year total assets ($M) among Intrinsic Schools 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN455454261
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Intrinsic Schools)

Sponsor-wide plan assets over time

All Intrinsic Schools plans reported in each filing year

Latest sponsor-wide plan assets
$4M 89.73145898920734% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.36M $4.47M ▲ +89.4%
Year Plans Participants Total Assets
2022 1 196 $2M
2023 1 216 $3M
2024 1 248 $4M

Nearby 401(k) Plans in Illinois

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

Intrinsic Schools 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Intrinsic Schools 401(k) Profit Sharing Plan, Total assets ($B): 0.003417006 · Participants: 216Intrinsic Schools 401(k) Profit Sharing PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Intrinsic Schools 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Intrinsic Schools 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Old Mountain Private Family Trust, Inc. 401(k) Plan in NY ($3M); by covered participants it is Hitachi Rail Honolulu Jv Retirement/Savings Plan in PA (216 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (216 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 Intrinsic Schools 401(k) Profit Sharing Plan assets move in 2023?
Intrinsic Schools 401(k) Profit Sharing Plan surged - up 45.0% during 2023, from $2M to $3M. Reported net income was $1M.
How have Intrinsic Schools plan assets changed over time?
Across 3 plan years on file (2022-2024), Intrinsic Schools's sponsor-wide assets grew 89.7%, from $2M to $4M.
Which 401(k) plans are similar in size to Intrinsic Schools 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Old Mountain Private Family Trust, Inc. 401(k) Plan in NY ($3M, 17 participants).
Which 401(k) plans cover a similar participant headcount to Intrinsic Schools 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Hitachi Rail Honolulu Jv Retirement/Savings Plan in PA (216 participants, N/A in assets).