401(k) · DOL Form 5500 · 2023

Intelligentsia Coffee, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
157
Participants Small participant base
51st
Percentile by assets National rank
$44,306
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Intelligentsia 401(k) Profit Sharing Plan · Sponsored by Intelligentsia Coffee, Inc. · Illinois · Wholesale Trade

$7M in assets, 157 participants

Intelligentsia Coffee, Inc.'s Intelligentsia 401(k) Profit Sharing Plan reported $7M in total assets and 157 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #2,571 in Wholesale Trade (6,309 peers)

Coverage in Illinois

Intelligentsia 401(k) Profit Sharing Plan covers 157 participants in Illinois, about 20% of the average Illinois filer (state average ~779 per filing). Assets: $7M.

#2,571
in Wholesale Trade (6,309 peers)
+27.0%
assets growth YoY

Intelligentsia 401(k) Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Intelligentsia 401(k) Profit Sharing Plan vs every filed plan by assets

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

$6,956,040 Top 49% higher than 51% 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

Intelligentsia 401(k) Profit Sharing 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. Intelligentsia 401(k) Profit Sharing Plan sits mid-pack in the medium band (157 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Intelligentsia 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Intelligentsia 401(k) Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Intelligentsia 401(k) Profit Sharing Plan reported participants rose from 135 in the plan year 2022 filing to 157 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 364027860 · Intelligentsia Coffee, Inc. PY 2023 · 401(k)

Intelligentsia 401(k) Profit Sharing Plan · $7M · 157 · 51st

  • SCH $7M
  • EBSA 157
  • PART 51st
  • TYPE 401(k)
  • NET near Granite Point Mortgage Trust Inc. 401(k) Retirement Plan
  • BOOK ind #2571

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 Wholesale Trade retirement plans → · Plans in Illinois →

Intelligentsia 401(k) Profit Sharing Plan in the asset neighbourhood

Intelligentsia 401(k) Profit Sharing PlanIntelligentsia 401(k) Profit…$7MGranite Point Mortgage Trust Inc. 401(k) Retirement PlanGranite Point Mortgage Trust…$7MHyperfine Operations, Inc. 401(k) PlanHyperfine Operations, Inc. 4…$7MBelflex Staffing Network Retirement Savings PlanBelflex Staffing Network Ret…$7MPortola Hotel & Spa at Monterey Bay 401(k) PlanPortola Hotel & Spa at Monte…$7M
End-of-year total assets ($M) among Intelligentsia 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN364027860
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Intelligentsia Coffee, Inc.)

Sponsor-wide plan assets over time

All Intelligentsia Coffee, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 52.499237024673675% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.48M $8.35M ▲ +52.4%
Year Plans Participants Total Assets
2022 1 135 $5M
2023 1 157 $7M
2024 1 158 $8M

Nearby 401(k) Plans in Illinois

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

Intelligentsia 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Intelligentsia 401(k) Profit Sharing Plan, Total assets ($B): 0.00695604 · Participants: 157Intelligentsia 401(k) Profit Sharing PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Intelligentsia 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Intelligentsia 401(k) Profit Sharing Plan side-by-side with 3 peers →

Intelligentsia 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Granite Point Mortgage Trust Inc. 401(k) Retirement Plan in NY ($7M); by covered participants it is Atticus Bakery, LLC 401(k) Profit Sharing Plan in CT (157 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (157 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 Intelligentsia 401(k) Profit Sharing Plan assets move in 2023? ▼
Intelligentsia 401(k) Profit Sharing Plan grew sharply - up 27.0% during 2023, from $5M to $7M. Reported net income was $1M.
How have Intelligentsia Coffee, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Intelligentsia Coffee, Inc.'s sponsor-wide assets grew 52.5%, from $5M to $8M.
Which 401(k) plans are similar in size to Intelligentsia 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Granite Point Mortgage Trust Inc. 401(k) Retirement Plan in NY ($7M, 35 participants).
Which 401(k) plans cover a similar participant headcount to Intelligentsia 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Atticus Bakery, LLC 401(k) Profit Sharing Plan in CT (157 participants, $3M 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 364027860.

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.