401(k) · DOL Form 5500 · 2023

Intevac, Inc. 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
80
Participants Small participant base
84th
Percentile by assets National rank
$534,546
Avg per participant High balance/head
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Official DOL plan name: Intevac, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Intevac, Inc. · California · Manufacturing

$43M in assets, 80 participants

Intevac, Inc.'s Intevac, Inc. 401(k) Profit Sharing Plan and Trust reported $43M in total assets and 80 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #14,394 in Manufacturing (18,722 peers)

Where Intevac, Inc. 401(k) Profit Sharing Plan and Trust sits by assets

Intevac, Inc. 401(k) Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $43M for 80 participants (~$534,546/participant), up 7.1% in 2023.

#14,394
in Manufacturing (18,722 peers)
+7.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Intevac, Inc. 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Intevac, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$42,763,684 Top 16% higher than 84% 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

Intevac, Inc. 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Intevac, Inc. 401(k) Profit Sharing Plan and Trust is a small filing (80 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Intevac, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from -$28M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Intevac, Inc. 401(k) Profit Sharing Plan and Trust reported participants fell from 159 in the plan year 2022 filing to 80 in the plan year 2023 filing.
  • Intevac, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $40M in the plan year 2022 filing to $43M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 943125814 · Intevac, Inc. PY 2023 · 401(k)

Intevac, Inc. 401(k) Profit Sharing Plan and Trust · $43M · 80 · 84th

  • SCH $43M
  • EBSA 80
  • PART 84th
  • TYPE 401(k)
  • NET near Fowler White Burnett P.a. Profit Sharing 401(k) Plan
  • BOOK ind #14394

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 Manufacturing retirement plans → · Plans in California →

Intevac, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Pzena Investment Management, LLC 401(k) PlanPzena Investment Management,…$43MFowler White Burnett P.a. Profit Sharing 401(k) PlanFowler White Burnett P.a. Pr…$43MTowne Retirement 401(k) Plan$43MKnowbe4, Inc. 401(k) Profit Sharing Plan & TrustKnowbe4, Inc. 401(k) Profit …$43MIntevac, Inc. 401(k) Profit Sharing Plan and TrustIntevac, Inc. 401(k) Profit …$43M
End-of-year total assets ($M) among Intevac, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$43M
Net Income$3M
Employer EIN943125814
Plan Effective Date1991-02-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Intevac, Inc.)

Sponsor-wide plan assets over time

All Intevac, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$44M 11.150731615216888% vs 2022
2024 filing year
$38M$40M$42M$44M$46M 202220232024 $39.9M $44.4M ▲ +11.1%
Year Plans Participants Total Assets
2022 1 159 $40M
2023 1 80 $43M
2024 1 73 $44M

Nearby 401(k) Plans in California

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

Intevac, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Intevac, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.042763684 · Participants: 80Intevac, Inc. 401(k) Profit Sharing Plan and TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Intevac, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants

Intevac, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Fowler White Burnett P.a. Profit Sharing 401(k) Plan in FL ($43M); by covered participants it is Lex Brodie's Tire Co. 401(k) Plan in HI (80 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (80 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 Intevac, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2023?
Intevac, Inc. 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 7.1% during 2023, from $40M to $43M. Reported net income was $3M.
How have Intevac, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Intevac, Inc.'s sponsor-wide assets grew 11.2%, from $40M to $44M.
Where does Intevac, Inc. 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers?
Intevac, Inc. 401(k) Profit Sharing Plan and Trust ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Intevac, Inc. 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Fowler White Burnett P.a. Profit Sharing 401(k) Plan in FL ($43M, 116 participants).
Which 401(k) plans cover a similar participant headcount to Intevac, Inc. 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Lex Brodie's Tire Co. 401(k) Plan in HI (80 participants, $8M in assets).