401(k) · DOL Form 5500 · 2022
Diverzify Intermediate LLC 401(k) Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 752
- Participants Near avg headcount
- 79th
- Percentile by assets National rank
- $30,638
- Avg per participant Low balance/head
Official DOL plan name: Diverzify Investment Plan · Sponsored by Diverzify Intermediate LLC · Illinois · Administrative & Support Services
$23M in assets, 752 participants
Diverzify Intermediate LLC's Diverzify Investment Plan reported $23M in total assets and 752 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.
- #4,454 in Administrative & Support Services (4,927 peers)
Where Diverzify Investment Plan sits by assets
Diverzify Investment Plan sits in the top quartile of all filed plans by assets, $23M for 752 participants (~$30,638/participant), up 110.7% in 2022.
- #4,454
- in Administrative & Support Services (4,927 peers)
- +110.7%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Diverzify Investment Plan's outsized position by total assets
Diverzify Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$23,039,634 Top 21% higher than 79% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Diverzify Investment Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Diverzify Investment Plan sits mid-pack in the medium band (752 participants).
Published 5500 schedule card
Filing strip 863415424 · Diverzify Intermediate LLC PY 2022 · 401(k)
Diverzify Investment Plan · $23M · 752 · 79th
- SCH $23M
- EBSA 752
- PART 79th
- TYPE 401(k)
- NET near Security National Bank of Omaha Thrift Saving Plan
- BOOK ind #4454
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 Administrative & Support Services retirement plans → · Plans in Illinois →
Diverzify Investment Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $8M |
| Employer EIN | 863415424 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Diverzify Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Security National Bank of Omaha Thrift Saving Plan in NE ($23M); by covered participants it is Wells Concrete Products Company Profit Sharing 401(k) and Laborers Union Supplemental Retirement Plan in MN (752 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- Security National Bank of Omaha Thrift Saving Plan (NE) $23M · 211
- Aa Obgyn, PLLC 401(k) Plan (TX) $23M · 104
- The Dodge Company Savings and Retirement Plan (MA) $23M · 104
- Arrow Dental 401(k) Retirement Savings Plan (KY) $23M · 368
Similar participant headcount
Nearest other-state filings by covered participants (752 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.