ESOP · DOL Form 5500 · 2023

Intuitive Technology Group, Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
13
Participants Small participant base
27th
Percentile by assets National rank
$112,569
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Intuitive Technology Group, Inc Employee Stock Ownership Plan · Sponsored by Intuitive Technology Group, Inc. · Minnesota · Professional & Technical Services

$1M in assets, 13 participants

Intuitive Technology Group, Inc.'s Intuitive Technology Group, Inc Employee Stock Ownership Plan reported $1M in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,608 in Professional & Technical Services (20,321 peers)

Intuitive Technology Group, Inc. multi-year trail

Intuitive Technology Group, Inc.'s plans moved -98.8% in assets from 2022 to 2024; this filing shows Intuitive Technology Group, Inc Employee Stock Ownership Plan at $1M / 13 participants.

#4,608
in Professional & Technical Services (20,321 peers)
-57.3%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Intuitive Technology Group, Inc Employee Stock Ownership Plan among the smaller filed plans by assets

Intuitive Technology Group, Inc Employee Stock Ownership Plan vs every filed plan by assets

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

$1,463,394 27th percentile higher than 27% 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

Intuitive Technology Group, Inc Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Intuitive Technology Group, Inc Employee Stock Ownership Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Intuitive Technology Group, Inc Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Intuitive Technology Group, Inc Employee Stock Ownership Plan end-of-year assets fell from $3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Intuitive Technology Group, Inc Employee Stock Ownership Plan reported participants fell from 14 in the plan year 2022 filing to 13 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 593835195 · Intuitive Technology Group, Inc. PY 2023 · ESOP

Intuitive Technology Group, Inc Employee Stock Ownership Plan · $1M · 13 · 27th

  • VS-ST $1M
  • VS-ST 13
  • VS-ST 27th
  • VS-ST ESOP
  • VS-ST near Thalner Electronic Laboratories, Inc. Employees Stock Ownership Plan
  • VS-ST ind #4608

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 What is an ESOP? → · Plans in Minnesota →

Intuitive Technology Group, Inc Employee Stock Ownership Plan in the asset neighbourhood

Intuitive Technology Group, Inc Employee Stock Ownership PlanIntuitive Technology Group, …$1MThalner Electronic Laboratories, Inc. Employees Stock Ownership PlanThalner Electronic Laborator…$1MGenerations Bank Employee Stock Ownership PlanGenerations Bank Employee St…$1MHargis + Associates, Inc. Employee Stock Ownership Plan and Trust AgreementHargis + Associates, Inc. Em…$1MTrussell Technologies, Inc. Employee Stock Ownership PlanTrussell Technologies, Inc. …$1M
End-of-year total assets ($M) among Intuitive Technology Group, Inc Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Intuitive Technology Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Intuitive Technology Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$41K 98.81418979559375% vs 2022
2024 filing year
$0M$1M$2M$3M$4M 202220232024 $3.43M $0.04M ▼ -98.8%
Year Plans Participants Total Assets
2022 1 14 $3M
2023 1 13 $1M
2024 1 11 $41K

Intuitive Technology Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)-$4M
Net Income-$1M
Employer EIN593835195
Plan Effective Date2016-03-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Minnesota

Peer ESOP plans, same state, same plan type, ranked by total assets.

Intuitive Technology Group, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Intuitive Technology Group, Inc Employee Stock Ownership Plan, Total assets ($M): 1.463394 · Participants: 13Intuitive Technology Group, Inc Employee Stock Ownership PlanAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 899.073238 · Participants: 11644Andersen Corporation Employee Stock Ownership PlanKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 497.538965 · Participants: 789Kingdom Enterprises, Inc. Employee Stock Ownership PlanLandscape Structures, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 432.374379 · Participants: 446Landscape Structures, Inc. Employee Stock Ownership Plan and TrustHormel Foods Corporation Joint Earnings Profit Sharing Trust, Total assets ($M): 431.874919 · Participants: 4575Hormel Foods Corporation Joint Earnings Profit Sharing TrustForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 426.610266 · Participants: 412Force America Inc. Employee Stock Ownership Plan
Intuitive Technology Group, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants

Intuitive Technology Group, Inc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Thalner Electronic Laboratories, Inc. Employees Stock Ownership Plan in MI ($1M); by covered participants it is Lipman Hearne, Inc. Employee Stock Ownership Plan in IL (13 participants). Same-state nearby plans are listed separately above.

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 Intuitive Technology Group, Inc Employee Stock Ownership Plan assets move in 2023?
Intuitive Technology Group, Inc Employee Stock Ownership Plan contracted severely - down 57.3% during 2023, from $3M to $1M. Reported net income was -$1M.
How have Intuitive Technology Group, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Intuitive Technology Group, Inc.'s sponsor-wide assets declined 98.8%, from $3M to $41K.
Which ESOP plans are similar in size to Intuitive Technology Group, Inc Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Thalner Electronic Laboratories, Inc. Employees Stock Ownership Plan in MI ($1M, 19 participants).
Which ESOP plans cover a similar participant headcount to Intuitive Technology Group, Inc Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Lipman Hearne, Inc. Employee Stock Ownership Plan in IL (13 participants, N/A in assets).