401(k) · DOL Form 5500 · 2023

Integral Bookkeeping, Inc. 401(k) Plan

Data updated 2026-08-25

$47K
Total assets Small plan by assets
1
Participants Small participant base
4th
Percentile by assets National rank
$47,306
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Integral Bookkeeping, Inc. 401(k) Plan · Sponsored by Integral Bookkeeping, Inc. · Minnesota · Professional & Technical Services

$47K in assets, 1 participants

Integral Bookkeeping, Inc.'s Integral Bookkeeping, Inc. 401(k) Plan reported $47K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 4th 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.

  • #657 in Professional & Technical Services (20,321 peers)

Integral Bookkeeping, Inc. multi-year trail

Integral Bookkeeping, Inc.'s plans moved -11.2% in assets from 2023 to 2024; this filing shows Integral Bookkeeping, Inc. 401(k) Plan at $47K / 1 participant.

#657
in Professional & Technical Services (20,321 peers)
-53.4%
assets change YoY

The plan reported a net loss of $54K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Integral Bookkeeping, Inc. 401(k) Plan among the smaller filed plans by assets

Integral Bookkeeping, Inc. 401(k) Plan vs every filed plan by assets

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

$47,306 4th percentile higher than 4% 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

Integral Bookkeeping, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Integral Bookkeeping, Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.

Published 5500 schedule card

Filing strip 834072814 · Integral Bookkeeping, Inc. PY 2023 · 401(k)

Integral Bookkeeping, Inc. 401(k) Plan · $47K · 1 · 4th

  • EBSA $47K
  • EBSA 1
  • EBSA 4th
  • EBSA 401(k)
  • EBSA near Possibilities at Home 401(k) Trust
  • EBSA ind #657

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 Minnesota →

Integral Bookkeeping, Inc. 401(k) Plan in the asset neighbourhood

Integral Bookkeeping, Inc. 401(k) PlanIntegral Bookkeeping, Inc. 4…$47KPossibilities at Home 401(k) TrustPossibilities at Home 401(k)…$47KGreen N Clean, Inc. 401(k) Profit Sharing PlanGreen N Clean, Inc. 401(k) P…$47KMindset, Inc. 401(k) Plan$47KAtlanta Beckles Bubbles, Inc. 401(k) PlanAtlanta Beckles Bubbles, Inc…$47K
End-of-year total assets ($M) among Integral Bookkeeping, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Integral Bookkeeping, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Integral Bookkeeping, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$131K 11.197219832404128% vs 2023
2024 filing year
$0.12M$0.13M$0.14M$0.15M$0.16M 20232024 $0.15M $0.13M ▼ -13.3%
Year Plans Participants Total Assets
2023 2 4 $148K
2024 1 4 $131K

Integral Bookkeeping, Inc. filing trail (2023)

Total Assets (Beginning of Year)$101K
Net Assets (End of Year)$47K
Net Income-$54K
Employer EIN834072814
Plan Effective Date2019-03-20
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Integral Bookkeeping, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Integral Bookkeeping, Inc. 401(k) Plan, Total assets ($B): 0.000047306 · Participants: 1Integral Bookkeeping, Inc. 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Integral Bookkeeping, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Integral Bookkeeping, Inc. 401(k) Plan side-by-side with 3 peers →

Integral Bookkeeping, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Possibilities at Home 401(k) Trust in FL ($47K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($47K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Integral Bookkeeping, Inc. 401(k) Plan assets move in 2023? ▼
Integral Bookkeeping, Inc. 401(k) Plan contracted severely - down 53.4% during 2023, from $101K to $47K. Reported net income was -$54K.
How have Integral Bookkeeping, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Integral Bookkeeping, Inc.'s sponsor-wide assets declined 11.2%, from $148K to $131K.
Where does Integral Bookkeeping, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Integral Bookkeeping, Inc. 401(k) Plan ranks in the 4th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Integral Bookkeeping, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Possibilities at Home 401(k) Trust in FL ($47K, N/A participants).
Which 401(k) plans cover a similar participant headcount to Integral Bookkeeping, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 834072814.

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.