401(k) · DOL Form 5500 · 2023

Intact Services USA LLC 401(k) Plan

Data updated 2026-08-11

$788M
Total assets
1,512
Participants
98th
Percentile by assets
$520,993
Avg per participant
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Official DOL plan name: Intact USA Retirement Savings Plan · Sponsored by Intact Services USA LLC · Minnesota · Finance & Insurance

$788M in assets, 1,512 participants

Intact Services USA LLC's Intact USA Retirement Savings Plan reported $788M in total assets and 1,512 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • 98th percentile by assets (of 127,072 plans)
  • #8,591 in Finance & Insurance (8,869 peers)

Where Intact USA Retirement Savings Plan sits by assets

Intact USA Retirement Savings Plan sits in the top 5% of all filed plans by assets, $788M for 1,512 participants (~$520,993/participant), up 12.2% in 2023.

$788M
total plan assets (2023 EOY)
1,512
covered participants
98th
percentile by assets (of 127,072 plans)
$520,993
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Intact USA Retirement Savings Plan reported net income rose from -$113M in the plan year 2022 filing to $86M in the plan year 2023 filing.
  • Intact USA Retirement Savings Plan end-of-year assets rose from $702M in the plan year 2022 filing to $788M in the plan year 2023 filing.
  • Intact USA Retirement Savings Plan reported participants rose from 1,416 in the plan year 2022 filing to 1,512 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Intact USA Retirement Savings Plan vs the 2023 asset distribution

By assets, Intact USA Retirement Savings Plan outranks 98% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 7.9x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$702M
Net Assets (End of Year)$788M
Net Income$86M
Employer EIN263300555
Plan Effective Date1978-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Intact Services USA LLC)

$650M$700M$750M$800M$850M$900M 202220232024 $702M $838M ▲ +19.4%
Total plan assets by year, all Intact Services USA LLC plans on file
Year Plans Participants Total Assets
2022 1 1,416 $702M
2023 1 1,512 $788M
2024 1 1,598 $838M

Nearby 401(k) Plans in Minnesota

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

Intact USA Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

Intact USA Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Intact USA Retiremen…Unitedhealth Group 4…Target Corporation 4…Medtronic Savings an…3M Voluntary Investm…U.S. Bank 401(k) Sav…
Intact USA Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Intact USA Retirement Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Intact USA Retirement Savings Plan assets move in 2023?
Intact USA Retirement Savings Plan grew at a solid clip - up 12.2% during 2023, from $702M to $788M. Reported net income was $86M.
How have Intact Services USA LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Intact Services USA LLC's sponsor-wide assets grew 19.4%, from $702M to $838M.
Where does Intact USA Retirement Savings Plan rank by assets among Form 5500 filers?
Intact USA Retirement Savings Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Intact USA Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Synovus 401(k) Savings Plan in GA ($788M, 5,132 participants).

Next read for Intact USA Retirement Savings Plan

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