401(k) · DOL Form 5500 · 2024

Coretelligent LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
136
Participants Small participant base
38th
Percentile by assets National rank
$28,436
Avg per participant Low balance/head
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Official DOL plan name: Coretelligent LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Coretelligent LLC · Massachusetts · Professional & Technical Services

$4M in assets, 136 participants

Coretelligent LLC's Coretelligent LLC 401(k) Profit Sharing Plan and Trust reported $4M in total assets and 136 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #7,002 in Professional & Technical Services (20,173 peers)

Coverage in Massachusetts

Coretelligent LLC 401(k) Profit Sharing Plan and Trust covers 136 participants in Massachusetts, about 21% of the average Massachusetts filer (state average ~659 per filing). Assets: $4M.

#7,002
in Professional & Technical Services (20,173 peers)
+51.7%
assets growth YoY

Coretelligent LLC 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Coretelligent LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$3,867,309 38th percentile higher than 38% of 123,620 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 2024

Coretelligent LLC 401(k) Profit Sharing Plan and Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Coretelligent LLC 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (136 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Coretelligent LLC 401(k) Profit Sharing Plan and Trust end-of-year assets fell from $11M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Coretelligent LLC 401(k) Profit Sharing Plan and Trust reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Coretelligent LLC 401(k) Profit Sharing Plan and Trust reported participants fell from 270 in the plan year 2023 filing to 136 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 208407979 · Coretelligent LLC PY 2024 · 401(k)

Coretelligent LLC 401(k) Profit Sharing Plan and Trust · $4M · 136 · 38th

  • VS-ST $4M
  • BOY 136
  • SCH 38th
  • EBSA 401(k)
  • PART near Hcap Partners, LLC 401(k) Profit Sharing Plan
  • TYPE ind #7002

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 Massachusetts →

Coretelligent LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Coretelligent LLC 401(k) Profit Sharing Plan and TrustCoretelligent LLC 401(k) Pro…$4MHcap Partners, LLC 401(k) Profit Sharing PlanHcap Partners, LLC 401(k) Pr…$4MNadel & Associates Profit Sharing PlanNadel & Associates Profit Sh…$4MGordon & Sykes, LLP 401(k) PlanGordon & Sykes, LLP 401(k) P…$4MClass (Community Living and Support Services) 401(k) and Profit Sharing PlanClass (Community Living and …$4M
End-of-year total assets ($M) among Coretelligent LLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN208407979
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coretelligent LLC)

Sponsor-wide plan assets over time

All Coretelligent LLC plans reported in each filing year

Latest sponsor-wide plan assets
$23M 189.64390493195455% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $7.92M $23M ▲ +189.8%
Year Plans Participants Total Assets
2022 1 215 $8M
2023 1 270 $11M
2024 3 559 $23M

Nearby 401(k) Plans in Massachusetts

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

Coretelligent LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Coretelligent LLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.003867309 · Participants: 136Coretelligent LLC 401(k) Profit Sharing Plan and TrustFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Coretelligent LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Coretelligent LLC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Hcap Partners, LLC 401(k) Profit Sharing Plan in CA ($4M); by covered participants it is Assertio Therapeutics, Inc. 401(k) Retirement Plan in IL (136 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (136 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Coretelligent LLC 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Coretelligent LLC 401(k) Profit Sharing Plan and Trust surged - up 51.7% during 2024, from $3M to $4M. Reported net income was $1M.
How have Coretelligent LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coretelligent LLC's sponsor-wide assets grew 189.6%, from $8M to $23M.
Which 401(k) plans are similar in size to Coretelligent LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Hcap Partners, LLC 401(k) Profit Sharing Plan in CA ($4M, 12 participants).
Which 401(k) plans cover a similar participant headcount to Coretelligent LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Assertio Therapeutics, Inc. 401(k) Retirement Plan in IL (136 participants, $22M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 208407979.

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.