401(k) · DOL Form 5500 · 2023

Intrepid Group, Inc. 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
337
Participants Below avg headcount
85th
Percentile by assets National rank
$137,289
Avg per participant Near avg balance/head
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Official DOL plan name: Intrepid Group, Inc. 401(k) Plan · Sponsored by Intrepid Group, Inc. · Alabama · Professional & Technical Services

$46M in assets, 337 participants

Intrepid Group, Inc.'s Intrepid Group, Inc. 401(k) Plan reported $46M in total assets and 337 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,434 in Professional & Technical Services (20,321 peers)

Where Intrepid Group, Inc. 401(k) Plan sits by assets

Intrepid Group, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $46M for 337 participants (~$137,289/participant), up 38.9% in 2023.

#17,434
in Professional & Technical Services (20,321 peers)
+38.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Intrepid Group, Inc. 401(k) Plan's outsized position by total assets

Intrepid Group, Inc. 401(k) Plan vs every filed plan by assets

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

$46,266,445 Top 15% higher than 85% 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

Intrepid Group, Inc. 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. Intrepid Group, Inc. 401(k) Plan sits mid-pack in the medium band (337 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Intrepid Group, Inc. 401(k) Plan reported net income rose from -$435K in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Intrepid Group, Inc. 401(k) Plan end-of-year assets rose from $33M in the plan year 2022 filing to $46M in the plan year 2023 filing.
  • Intrepid Group, Inc. 401(k) Plan reported participants rose from 277 in the plan year 2022 filing to 337 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 264834060 · Intrepid Group, Inc. PY 2023 · 401(k)

Intrepid Group, Inc. 401(k) Plan · $46M · 337 · 85th

  • PART $46M
  • TYPE 337
  • NET 85th
  • BOOK 401(k)
  • VS-ST near Oklahoma Farm Bureau and Affiliated Companies Voluntary Employee Savings Plan
  • BOY ind #17434

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 Alabama →

Intrepid Group, Inc. 401(k) Plan in the asset neighbourhood

Ahold Delhaize USA Corporate Support 401(k) PlanAhold Delhaize USA Corporate…$46MIntrepid Group, Inc. 401(k) PlanIntrepid Group, Inc. 401(k) …$46MOklahoma Farm Bureau and Affiliated Companies Voluntary Employee Savings PlanOklahoma Farm Bureau and Aff…$46MRoa 401(k) Plan$46MThe Rivers Casino 401(k) Plan$46M
End-of-year total assets ($M) among Intrepid Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$46M
Net Income$13M
Employer EIN264834060
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Intrepid Group, Inc.)

Sponsor-wide plan assets over time

All Intrepid Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$62M 85.27242376779624% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $33.3M $61.7M ▲ +85.3%
Year Plans Participants Total Assets
2022 1 277 $33M
2023 1 337 $46M
2024 1 353 $62M

Nearby 401(k) Plans in Alabama

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

Intrepid Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Intrepid Group, Inc. 401(k) Plan, Total assets ($B): 0.046266445 · Participants: 337Intrepid Group, Inc. 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Intrepid Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Intrepid Group, Inc. 401(k) Plan side-by-side with 3 peers →

Intrepid Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Oklahoma Farm Bureau and Affiliated Companies Voluntary Employee Savings Plan in OK ($46M); by covered participants it is Southern Glazer's Union 401(k) Plan in FL (337 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (337 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 Intrepid Group, Inc. 401(k) Plan assets move in 2023? ▼
Intrepid Group, Inc. 401(k) Plan surged - up 38.9% during 2023, from $33M to $46M. Reported net income was $13M.
How have Intrepid Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Intrepid Group, Inc.'s sponsor-wide assets grew 85.3%, from $33M to $62M.
Where does Intrepid Group, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Intrepid Group, Inc. 401(k) Plan ranks in the 85th 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 Intrepid Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Oklahoma Farm Bureau and Affiliated Companies Voluntary Employee Savings Plan in OK ($46M, 361 participants).
Which 401(k) plans cover a similar participant headcount to Intrepid Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southern Glazer's Union 401(k) Plan in FL (337 participants, $7M 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 264834060.

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.