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
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
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.
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. 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
| 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 EIN | 593835195 |
| Plan Effective Date | 2016-03-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Minnesota
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Andersen Corporation Employee Stock Ownership Plan $899M · 11,644
- Kingdom Enterprises, Inc. Employee Stock Ownership Plan $498M · 789
- Landscape Structures, Inc. Employee Stock Ownership Plan and Trust $432M · 446
- Hormel Foods Corporation Joint Earnings Profit Sharing Trust $432M · 4,575
- Force America Inc. Employee Stock Ownership Plan $427M · 412
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
- Thalner Electronic Laboratories, Inc. Employees Stock Ownership Plan (MI) $1M · 19
- Generations Bank Employee Stock Ownership Plan (NY) $1M · 59
- Hargis + Associates, Inc. Employee Stock Ownership Plan and Trust Agreement (CA) $1M · 35
- Trussell Technologies, Inc. Employee Stock Ownership Plan (CA) $1M · 42
Similar participant headcount
Nearest other-state filings by covered participants (13 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.