401(k) · DOL Form 5500 · 2023

Intelliloan, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 49
Participants Small participant base: 41st
Percentile by assets National rank: $84,091
Avg per participant Below avg balance/head

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Official DOL plan name: Intelliloan, Inc. 401(k) Plan · Sponsored by Intelliloan, Inc. · California · Real Estate

$4M in assets, 49 participants

Intelliloan, Inc.'s Intelliloan, Inc. 401(k) Plan reported $4M in total assets and 49 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

#2,871 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Intelliloan, Inc. 401(k) Plan ranks #2,871 of 4,727 2023 filers by assets (630% of the sector average)-$4M for 49 participants.

#2,871
in Real Estate (4,727 peers): +18.0%
assets growth YoY

Intelliloan, Inc. 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Intelliloan, Inc. 401(k) Plan vs every filed plan by assets

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

$4,120,460 41st percentile higher than 41% 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

Intelliloan, Inc. 401(k) 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. Intelliloan, Inc. 401(k) Plan is a small filing (49 participants) on this national headcount ladder.

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%)

Intelliloan, Inc. 401(k) Plan reported net income rose from -$869K in the plan year 2022 filing to $628K in the plan year 2023 filing.
Intelliloan, Inc. 401(k) Plan reported participants fell from 106 in the plan year 2022 filing to 49 in the plan year 2023 filing.
Intelliloan, Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 954449805 · Intelliloan, Inc. PY 2023 · 401(k)

Intelliloan, Inc. 401(k) Plan · $4M · 49 · 41st

EBSA $4M
PART 49
TYPE 41st
NET 401(k)
BOOK near Techo-Bloc Corp 401(k) Profit Sharing Plan and Trust
VS-ST ind #2871

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 Real Estate retirement plans → · Plans in California →

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

Real Estate filing particulars

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$4M
Net Income	$628K
Employer EIN	954449805
Plan Effective Date	2001-09-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Intelliloan, Inc.)

Latest sponsor-wide plan assets: $4M 28.235102120282473% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	106	$3M
2023	1	49	$4M
2024	1	39	$4M

Nearby 401(k) Plans in California

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

Intelliloan, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Intelliloan, Inc. 401(k) Plan side-by-side with 3 peers →

Intelliloan, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Techo-Bloc Corp 401(k) Profit Sharing Plan and Trust in PA ($4M); by covered participants it is Marvin & Co. PC Savings and Thrift Plan in NY (49 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Techo-Bloc Corp 401(k) Profit Sharing Plan and Trust (PA) $4M · 313
Impact Mhc Management, LLC 401(k) Plan (CO) $4M · 346
Vermont State Employees Association, Inc. 401(k) Profit Sharing Plan (VT) $4M · 21
Lead Edge Design Group Inc 401(k) Plan (GA) $4M · 5

Similar participant headcount

Nearest other-state filings by covered participants (49 participants); asset peers above are excluded.

Marvin & Co. PC Savings and Thrift Plan (NY) 49 · 0 off
Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan (VA) 49 · 0 off
Ellison Bronze, Inc. 401(k) Profit Sharing Plan (NY) 49 · 0 off
Infopaginas 1081. 01(D) Plan (PR) 49 · 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 Intelliloan, Inc. 401(k) Plan assets move in 2023? ▼

Intelliloan, Inc. 401(k) Plan grew sharply - up 18.0% during 2023, from $3M to $4M. Reported net income was $628K.

How have Intelliloan, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Intelliloan, Inc.'s sponsor-wide assets grew 28.2%, from $3M to $4M.

Which 401(k) plans are similar in size to Intelliloan, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Techo-Bloc Corp 401(k) Profit Sharing Plan and Trust in PA ($4M, 313 participants).

Which 401(k) plans cover a similar participant headcount to Intelliloan, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Marvin & Co. PC Savings and Thrift Plan in NY (49 participants, N/A 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 954449805.