401(k) · DOL Form 5500 · 2023

Intact Services USA LLC 401(k) Plan

Data updated 2026-08-25

$788M
Total assets Above avg plan size
1,512
Participants Near avg headcount
98th
Percentile by assets National rank
$520,993
Avg per participant High balance/head
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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.

  • #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.

#8,591
in Finance & Insurance (8,869 peers)
+12.2%
assets growth YoY
7.9×
vs typical plan assets (national mean)

Intact USA Retirement Savings Plan's outsized position by total assets

Intact USA Retirement Savings Plan vs every filed plan by assets

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

$787,740,924 Top 2% higher than 98% 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

Intact USA Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Intact USA Retirement Savings Plan lands in the large band (1,512 participants).

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 →

DOL schedule card

Filing strip 263300555 · Intact Services USA LLC PY 2023 · 401(k)

Intact USA Retirement Savings Plan · $788M · 1,512 · 98th

  • TYPE $788M
  • TYPE 1,512
  • TYPE 98th
  • TYPE 401(k)
  • TYPE near Synovus 401(k) Savings Plan
  • TYPE ind #8591

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 Finance & Insurance retirement plans → · Plans in Minnesota →

Intact USA Retirement Savings Plan in the asset neighbourhood

O'melveny & Myers LLP Retirement Savings PlanO'melveny & Myers LLP Retire…$788MAkzonobel Retirement Savings PlanAkzonobel Retirement Savings…$788MSynovus 401(k) Savings Plan$788MIntact USA Retirement Savings PlanIntact USA Retirement Saving…$788MNjm 401(k) Retirement Plan$787M
End-of-year total assets ($M) among Intact USA Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Intact Services USA LLC plans reported in each filing year

Latest sponsor-wide plan assets
$838M 19.366027451520953% vs 2022
2024 filing year
$650M$700M$750M$800M$850M$900M 202220232024 $702M $838M ▲ +19.4%
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 Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Intact USA Retirement Savings Plan, Total assets ($B): 0.787740924 · Participants: 1512Intact USA Retirement Savings PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Intact USA Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Intact USA Retirement Savings Plan side-by-side with 3 peers →

Intact USA Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Synovus 401(k) Savings Plan in GA ($788M); by covered participants it is Bluestar Resort & Golf 401(k) Retirement Plan in CA (1,512 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($788M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,512 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 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).
Which 401(k) plans cover a similar participant headcount to Intact USA Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bluestar Resort & Golf 401(k) Retirement Plan in CA (1,512 participants, $10M 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 263300555.

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.