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
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
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.
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
Illinois filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $1M |
| Employer EIN | 455454261 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING 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
| 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.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (216 participants); asset peers above are excluded.
- Hitachi Rail Honolulu Jv Retirement/Savings Plan (PA) 216 · 0 off
- Physicians Care Alliance, LLC 401(k) Plan (AZ) 216 · 0 off
- Superior Credit Union, Inc. 401(k) Plan and Trust (OH) 216 · 0 off
- The Architect 401(k)Plan - Housby Mack, Inc (IA) 216 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.