401(k) · DOL Form 5500 · 2023

Intercept Interactive Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets: 166
Participants Small participant base: 75th
Percentile by assets National rank: $138,132
Avg per participant Near avg balance/head

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Official DOL plan name: Intercept Interactive Retirement Plan · Sponsored by Intercept Interactive Inc. · New York · Professional & Technical Services

$23M in assets, 166 participants

Intercept Interactive Inc.'s Intercept Interactive Retirement Plan reported $23M in total assets and 166 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

#15,277 in Professional & Technical Services (20,321 peers)

Coverage in New York

Intercept Interactive Retirement Plan covers 166 participants in New York, about 21% of the average New York filer (state average ~798 per filing). Assets: $23M.

#15,277
in Professional & Technical Services (20,321 peers): +28.1%
assets growth YoY: 0.2×
vs typical plan assets (national mean)

Intercept Interactive Retirement Plan's outsized position by total assets

Intercept Interactive Retirement Plan vs every filed plan by assets

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

$22,929,846 Top 25% higher than 75% 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

Intercept Interactive Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Intercept Interactive Retirement Plan sits mid-pack in the medium band (166 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Intercept Interactive Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
Intercept Interactive Retirement Plan end-of-year assets rose from $18M in the plan year 2022 filing to $23M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 134161931 · Intercept Interactive Inc. PY 2023 · 401(k)

Intercept Interactive Retirement Plan · $23M · 166 · 75th

BOOK $23M
BOOK 166
BOOK 75th
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BOOK near Cloudwave 401(k) Retirement Plan
BOOK ind #15277

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 Professional & Technical Services retirement plans → · Plans in New York →

End-of-year total assets ($M) among Intercept Interactive Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)	$18M
Net Assets (End of Year)	$23M
Net Income	$5M
Employer EIN	134161931
Plan Effective Date	2002-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Intercept Interactive Inc.)

Latest sponsor-wide plan assets: $26M 46.628624090065074% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	167	$18M
2023	1	166	$23M
2024	1	175	$26M

Nearby 401(k) Plans in New York

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

Intercept Interactive Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401 (K) Plus Plan $57.4B · 54,912
Pfizer Savings Plan $19.6B · 30,033
Morgan Stanley 401(k) Plan $19.2B · 55,363
The Pepsico Savings Plan $13.7B · 133,597
The Goldman Sachs 401(k) Plan $11.4B · 24,866

Compare Intercept Interactive Retirement Plan side-by-side with 3 peers →

Intercept Interactive Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Cloudwave 401(k) Retirement Plan in MA ($23M); by covered participants it is California Retina Associates 401(k) Plan in CA (166 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Cloudwave 401(k) Retirement Plan (MA) $23M · 155
The Harvest Group, LLC 401(k) Plan (AR) $23M · 223
Baskervill & Son, P.C. Plan for Employee Retirement (VA) $23M · 164
Gerflor USA Inc 401(k) Plan (IL) $23M · 308

Similar participant headcount

Nearest other-state filings by covered participants (166 participants); asset peers above are excluded.

California Retina Associates 401(k) Plan (CA) 166 · 0 off
Lightways Hospice and Serious Illness Care 401(k) Plan (IL) 166 · 0 off
Air Conditioning Innovative Solutions 401(k) Plan (TX) 166 · 0 off
The Amadas Group, Inc. Savings Plan (VA) 166 · 0 off

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 Intercept Interactive Retirement Plan assets move in 2023? ▼

Intercept Interactive Retirement Plan grew sharply - up 28.1% during 2023, from $18M to $23M. Reported net income was $5M.

How have Intercept Interactive Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Intercept Interactive Inc.'s sponsor-wide assets grew 46.6%, from $18M to $26M.

Where does Intercept Interactive Retirement Plan rank by assets among Form 5500 filers? ▼

Intercept Interactive Retirement Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Intercept Interactive Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Cloudwave 401(k) Retirement Plan in MA ($23M, 155 participants).

Which 401(k) plans cover a similar participant headcount to Intercept Interactive Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is California Retina Associates 401(k) Plan in CA (166 participants, $362K 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 134161931.