401(k) · DOL Form 5500 · 2023

Pt-1 Intermediate Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
1,049
Participants Near avg headcount
63rd
Percentile by assets National rank
$11,682
Avg per participant Low balance/head
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Official DOL plan name: Pt-1 Intermediate Holdings, LLC 401(k) Plan · Sponsored by Pt-1 Intermediate Holdings, LLC · California · Healthcare & Social Assistance

$12M in assets, 1,049 participants

Pt-1 Intermediate Holdings, LLC's Pt-1 Intermediate Holdings, LLC 401(k) Plan reported $12M in total assets and 1,049 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,094 in Healthcare & Social Assistance (17,684 peers)

Pt-1 Intermediate Holdings, LLC multi-year trail

Pt-1 Intermediate Holdings, LLC's plans moved +13.5% in assets from 2022 to 2024; this filing shows Pt-1 Intermediate Holdings, LLC 401(k) Plan at $12M / 1,049 participants.

#12,094
in Healthcare & Social Assistance (17,684 peers)
+5.4%
assets growth YoY

Pt-1 Intermediate Holdings, LLC 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Pt-1 Intermediate Holdings, LLC 401(k) Plan vs every filed plan by assets

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

$12,253,936 Top 37% higher than 63% 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

Pt-1 Intermediate Holdings, LLC 401(k) 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. Pt-1 Intermediate Holdings, LLC 401(k) Plan lands in the large band (1,049 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pt-1 Intermediate Holdings, LLC 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $626K in the plan year 2023 filing.
  • Pt-1 Intermediate Holdings, LLC 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Pt-1 Intermediate Holdings, LLC 401(k) Plan reported participants fell from 1,087 in the plan year 2022 filing to 1,049 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 680461114 · Pt-1 Intermediate Holdings, LLC PY 2023 · 401(k)

Pt-1 Intermediate Holdings, LLC 401(k) Plan · $12M · 1,049 · 63rd

  • 5500 $12M
  • 5500 1,049
  • 5500 63rd
  • 5500 401(k)
  • 5500 near Outpost Natural Foods Cooperative 401(k) Plan and Trust
  • 5500 ind #12094

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Pt-1 Intermediate Holdings, LLC 401(k) Plan in the asset neighbourhood

Outpost Natural Foods Cooperative 401(k) Plan and TrustOutpost Natural Foods Cooper…$12MIko Hourly Employee Savings PlanIko Hourly Employee Savings …$12MConax Technologies LLC 401(k) PlanConax Technologies LLC 401(k…$12MFc Dallas Retirement Plan$12MPt-1 Intermediate Holdings, LLC 401(k) PlanPt-1 Intermediate Holdings, …$12M
End-of-year total assets ($M) among Pt-1 Intermediate Holdings, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pt-1 Intermediate Holdings, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Pt-1 Intermediate Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 13.479251962853208% vs 2022
2024 filing year
$11M$11.5M$12M$12.5M$13M$13.5M 202220232024 $11.6M $13.2M ▲ +13.5%
Year Plans Participants Total Assets
2022 1 1,087 $12M
2023 1 1,049 $12M
2024 1 863 $13M

Pt-1 Intermediate Holdings, LLC filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$12M
Net Income$626K
Employer EIN680461114
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Pt-1 Intermediate Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Pt-1 Intermediate Holdings, LLC 401(k) Plan, Total assets ($B): 0.012253936 · Participants: 1049Pt-1 Intermediate Holdings, LLC 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Pt-1 Intermediate Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Pt-1 Intermediate Holdings, LLC 401(k) Plan side-by-side with 3 peers →

Pt-1 Intermediate Holdings, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Outpost Natural Foods Cooperative 401(k) Plan and Trust in WI ($12M); by covered participants it is Pm Pediatrics Management Group, LLC 401(k) Plan in NY (1,049 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,049 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 Pt-1 Intermediate Holdings, LLC 401(k) Plan assets move in 2023? ▼
Pt-1 Intermediate Holdings, LLC 401(k) Plan grew at a solid clip - up 5.4% during 2023, from $12M to $12M. Reported net income was $626K.
How have Pt-1 Intermediate Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pt-1 Intermediate Holdings, LLC's sponsor-wide assets grew 13.5%, from $12M to $13M.
Which 401(k) plans are similar in size to Pt-1 Intermediate Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Outpost Natural Foods Cooperative 401(k) Plan and Trust in WI ($12M, 274 participants).
Which 401(k) plans cover a similar participant headcount to Pt-1 Intermediate Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pm Pediatrics Management Group, LLC 401(k) Plan in NY (1,049 participants, $42M 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 680461114.

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.