401(k) · DOL Form 5500 · 2023
California Institute of Integr 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 328
- Participants Below avg headcount
- 68th
- Percentile by assets National rank
- $47,866
- Avg per participant Low balance/head
Official DOL plan name: California Institute of Integr 401(k) Profit Sharing Plan & Trust · Sponsored by California Institute of Integr · California · Professional & Technical Services
$16M in assets, 328 participants
California Institute of Integr's California Institute of Integr 401(k) Profit Sharing Plan & Trust reported $16M in total assets and 328 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.
- #13,706 in Professional & Technical Services (20,321 peers)
What the 2023 filing shows
California Institute of Integr 401(k) Profit Sharing Plan & Trust holds $16M for 328 participants - about $47,866 per participant, above the median plan by assets.
- #13,706
- in Professional & Technical Services (20,321 peers)
- +3.2%
- assets growth YoY
California Institute of Integr 401(k) Profit Sharing Plan & Trust's outsized position by total assets
California Institute of Integr 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$15,700,093 Top 32% higher than 68% 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
California Institute of Integr 401(k) Profit Sharing Plan & Trust 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. California Institute of Integr 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (328 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- California Institute of Integr 401(k) Profit Sharing Plan & Trust reported net income rose from -$4M in the plan year 2022 filing to $487K in the plan year 2023 filing.
- California Institute of Integr 401(k) Profit Sharing Plan & Trust reported participants rose from 243 in the plan year 2022 filing to 328 in the plan year 2023 filing.
- California Institute of Integr 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $15M in the plan year 2022 filing to $16M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 942254303 · California Institute of Integr PY 2023 · 401(k)
California Institute of Integr 401(k) Profit Sharing Plan & Trust · $16M · 328 · 68th
- 5500 $16M
- 5500 328
- 5500 68th
- 5500 401(k)
- 5500 near Liquid Robotics, Inc. 401(k) Retirement Savings Plan
- 5500 ind #13706
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 →
California Institute of Integr 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $487K |
| Employer EIN | 942254303 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (California Institute of Integr)
Sponsor-wide plan assets over time
All California Institute of Integr plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 9.560480551342451% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 243 | $15M |
| 2023 | 1 | 328 | $16M |
| 2024 | 1 | 291 | $17M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
California Institute of Integr 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Liquid Robotics, Inc. 401(k) Retirement Savings Plan in VA ($16M); by covered participants it is Bobcat North America, LLC in FL (328 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (328 participants); asset peers above are excluded.
- Bobcat North America, LLC (FL) 328 · 0 off
- Gibson Sales, LP Profit Sharing/401(k) Plan (TX) 328 · 0 off
- Relay Therapeutics 401(k) Plan (MA) 328 · 0 off
- Southern Oregon Goodwill, Inc. 403(b) Plan (OR) 328 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.