401(k) · DOL Form 5500 · 2023

Incorta, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
101
Participants Small participant base
49th
Percentile by assets National rank
$61,703
Avg per participant Low balance/head
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Official DOL plan name: Incorta, Inc. 401(k) Plan · Sponsored by Incorta, Inc. · California · Professional & Technical Services

$6M in assets, 101 participants

Incorta, Inc.'s Incorta, Inc. 401(k) Plan reported $6M in total assets and 101 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,530 in Professional & Technical Services (20,321 peers)

Coverage in California

Incorta, Inc. 401(k) Plan covers 101 participants in California, about 16% of the average California filer (state average ~630 per filing). Assets: $6M.

#9,530
in Professional & Technical Services (20,321 peers)
+22.0%
assets growth YoY

Incorta, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

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

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

$6,231,987 49th percentile higher than 49% 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

Incorta, Inc. 401(k) 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. Incorta, Inc. 401(k) Plan sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Incorta, Inc. 401(k) Plan reported net income rose from -$878K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Incorta, Inc. 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Incorta, Inc. 401(k) Plan reported participants fell from 120 in the plan year 2022 filing to 101 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 464382878 · Incorta, Inc. PY 2023 · 401(k)

Incorta, Inc. 401(k) Plan · $6M · 101 · 49th

  • PHOTO $6M
  • IND 101
  • EOY 49th
  • 5500 401(k)
  • ASSETS near Massana, Inc. Employees Savings Trust
  • PCT ind #9530

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 California →

Incorta, Inc. 401(k) Plan in the asset neighbourhood

Incorta, Inc. 401(k) Plan$6MMassana, Inc. Employees Savings TrustMassana, Inc. Employees Savi…$6MCck Strategies PLLC 401(k) Profit Sharing PlanCck Strategies PLLC 401(k) P…$6MS4, Inc. 401(k) Plan$6MCentury Interactive Company, Lc 401(k) PlanCentury Interactive Company,…$6M
End-of-year total assets ($M) among Incorta, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN464382878
Plan Effective Date2020-01-07
Filing StatusFILING RECEIVED

Sponsor Plan History (Incorta, Inc.)

Sponsor-wide plan assets over time

All Incorta, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 29.618807603602043% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M$7M 202220232024 $5.11M $6.62M ▲ +29.5%
Year Plans Participants Total Assets
2022 1 120 $5M
2023 1 101 $6M
2024 1 72 $7M

Nearby 401(k) Plans in California

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

Incorta, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Incorta, Inc. 401(k) Plan, Total assets ($B): 0.006231987 · Participants: 101Incorta, Inc. 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
Incorta, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Incorta, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Massana, Inc. Employees Savings Trust in GA ($6M); by covered participants it is Biocept, Inc. 401(k) Plan in NJ (101 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (101 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 Incorta, Inc. 401(k) Plan assets move in 2023? ▼
Incorta, Inc. 401(k) Plan grew sharply - up 22.0% during 2023, from $5M to $6M. Reported net income was $1M.
How have Incorta, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Incorta, Inc.'s sponsor-wide assets grew 29.6%, from $5M to $7M.
Which 401(k) plans are similar in size to Incorta, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Massana, Inc. Employees Savings Trust in GA ($6M, 118 participants).
Which 401(k) plans cover a similar participant headcount to Incorta, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Biocept, Inc. 401(k) Plan in NJ (101 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 464382878.

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.