401(k) · DOL Form 5500 · 2023
Integrated Financial Settlements, Inc. 401(k) Plan
Data updated 2026-08-25
- $47M
- Total assets Below avg plan size
- 216
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $216,297
- Avg per participant Above avg balance/head
Official DOL plan name: Integrated Financial Settlements, Inc. 401(k) Plan · Sponsored by Integrated Financial Settlements, Inc. · Colorado · Finance & Insurance
$47M in assets, 216 participants
Integrated Financial Settlements, Inc.'s Integrated Financial Settlements, Inc. 401(k) Plan reported $47M in total assets and 216 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.
- #6,813 in Finance & Insurance (8,869 peers)
Where Integrated Financial Settlements, Inc. 401(k) Plan sits by assets
Integrated Financial Settlements, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $47M for 216 participants (~$216,297/participant), up 17.2% in 2023.
- #6,813
- in Finance & Insurance (8,869 peers)
- +17.2%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Integrated Financial Settlements, Inc. 401(k) Plan's outsized position by total assets
Integrated Financial Settlements, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$46,720,244 Top 15% higher than 85% 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
Integrated Financial Settlements, 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. Integrated Financial Settlements, Inc. 401(k) Plan sits mid-pack in the medium band (216 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Integrated Financial Settlements, Inc. 401(k) Plan reported net income rose from -$8M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Integrated Financial Settlements, Inc. 401(k) Plan end-of-year assets rose from $40M in the plan year 2022 filing to $47M in the plan year 2023 filing.
- Integrated Financial Settlements, Inc. 401(k) Plan reported participants fell from 233 in the plan year 2022 filing to 216 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 204029426 · Integrated Financial Settlements, Inc. PY 2023 · 401(k)
Integrated Financial Settlements, Inc. 401(k) Plan · $47M · 216 · 85th
- NET $47M
- BOOK 216
- VS-ST 85th
- BOY 401(k)
- SCH near San Joaquin Valley College, Inc. 401(k) Profit Sharing Plan
- EBSA ind #6813
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 Finance & Insurance retirement plans → · Plans in Colorado →
Integrated Financial Settlements, Inc. 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $40M |
|---|---|
| Net Assets (End of Year) | $47M |
| Net Income | $7M |
| Employer EIN | 204029426 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Integrated Financial Settlements, Inc.)
Sponsor-wide plan assets over time
All Integrated Financial Settlements, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $47M 17.111911659930154% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 233 | $40M |
| 2023 | 1 | 216 | $47M |
| 2024 | 1 | 219 | $47M |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.3B · 57,711
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.8B · 10,349
- Empower Retirement, LLC 401(k) Savings Plan $1.9B · 10,036
- Woodward Retirement Savings Plan $1.8B · 5,847
- Arcadis U.S., Inc. Retirement Savings Plan $1.7B · 5,491
Integrated Financial Settlements, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is San Joaquin Valley College, Inc. 401(k) Profit Sharing Plan in CA ($47M); by covered participants it is Hitachi Rail Honolulu Jv Retirement/Savings Plan in PA (216 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($47M here).
- San Joaquin Valley College, Inc. 401(k) Profit Sharing Plan (CA) $47M · 1,968
- Chelsea Milling Company Chelsea Division Profit-Sharing and 401(k) Retirement Plan (MI) $47M · 317
- Crystal Clinic Orthopaedic Center, LLC 401(k) Profit Sharing Plan (OH) $47M · 744
- P & L Global Holding Corp 401(k) Plan (NY) $47M · 1,312
Similar participant headcount
Nearest other-state filings by covered participants (216 participants); asset peers above are excluded.
- Hitachi Rail Honolulu Jv Retirement/Savings Plan (PA) 216 · 0 off
- Physicians Care Alliance, LLC 401(k) Plan (AZ) 216 · 0 off
- Superior Credit Union, Inc. 401(k) Plan and Trust (OH) 216 · 0 off
- The Architect 401(k)Plan - Housby Mack, Inc (IA) 216 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.