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
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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

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

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.

See the national 2022→2023 release diff →

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

California Institute of Integr 401(k) Profit Sharing Plan & TrustCalifornia Institute of Inte…$16MLiquid Robotics, Inc. 401(k) Retirement Savings PlanLiquid Robotics, Inc. 401(k)…$16MAmerican Hockey League/Professional Hockey Players Association 401(k) PlanAmerican Hockey League/Profe…$16MColordynamics, Inc. 401(k) Profit Sharing PlanColordynamics, Inc. 401(k) P…$16MAgape Care Group Savings TrustAgape Care Group Savings Tru…$16M
End-of-year total assets ($M) among California Institute of Integr 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$487K
Employer EIN942254303
Plan Effective Date1990-01-01
Filing StatusFILING 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
$15M$15.5M$16M$16.5M$17M 202220232024 $15.2M $16.7M ▲ +9.6%
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.

California Institute of Integr 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants California Institute of Integr 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.015700093 · Participants: 328California Institute of Integr 401(k) Profit Sharing Plan & TrustWells 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
California Institute of Integr 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants

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.

Similar participant headcount

Nearest other-state filings by covered participants (328 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 California Institute of Integr 401(k) Profit Sharing Plan & Trust assets move in 2023?
California Institute of Integr 401(k) Profit Sharing Plan & Trust edged up modestly - up 3.2% during 2023, from $15M to $16M. Reported net income was $487K.
How have California Institute of Integr plan assets changed over time?
Across 3 plan years on file (2022-2024), California Institute of Integr's sponsor-wide assets grew 9.6%, from $15M to $17M.
Which 401(k) plans are similar in size to California Institute of Integr 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Liquid Robotics, Inc. 401(k) Retirement Savings Plan in VA ($16M, 81 participants).
Which 401(k) plans cover a similar participant headcount to California Institute of Integr 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Bobcat North America, LLC in FL (328 participants, $558K in assets).