401(k) · DOL Form 5500 · 2024

Intrepid Family Office, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
3
Participants Small participant base
47th
Percentile by assets National rank
$2.2M
Avg per participant High balance/head
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Official DOL plan name: Intrepid Family Office, LLC · Sponsored by Intrepid Family Office, LLC · Florida · Finance & Insurance

$6M in assets, 3 participants

Intrepid Family Office, LLC's Intrepid Family Office, LLC reported $6M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • #2,743 in Finance & Insurance (8,549 peers)

Intrepid Family Office, LLC multi-year trail

Intrepid Family Office, LLC's plans moved +52.6% in assets from 2022 to 2024; this filing shows Intrepid Family Office, LLC at $6M / 3 participants.

#2,743
in Finance & Insurance (8,549 peers)
+22.6%
assets growth YoY

Intrepid Family Office, LLC's mid-pack asset rank among Finance & Insurance and all filers

Intrepid Family Office, LLC vs every filed plan by assets

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

$6,481,756 47th percentile higher than 47% 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

Intrepid Family Office, LLC among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Intrepid Family Office, LLC is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Intrepid Family Office, LLC end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Intrepid Family Office, LLC reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 464298980 · Intrepid Family Office, LLC PY 2024 · 401(k)

Intrepid Family Office, LLC · $6M · 3 · 47th

  • EBSA $6M
  • EBSA 3
  • EBSA 47th
  • EBSA 401(k)
  • EBSA near US Skilledserve Facilities 401(k) Plan
  • EBSA ind #2743

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 Florida →

Intrepid Family Office, LLC in the asset neighbourhood

Intrepid Family Office, LLC$6MUS Skilledserve Facilities 401(k) PlanUS Skilledserve Facilities 4…$6MCabana Pep Solution$6M403(b) Thrift Plan of Rural Resources Community Action403(b) Thrift Plan of Rural …$6MExtreme International, Inc. Profit Sharing and 401(k) PlanExtreme International, Inc. …$6M
End-of-year total assets ($M) among Intrepid Family Office, LLC and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Intrepid Family Office, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Intrepid Family Office, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 52.55806815897704% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.25M $6.48M ▲ +52.5%
Year Plans Participants Total Assets
2022 1 3 $4M
2023 1 3 $5M
2024 1 3 $6M

Intrepid Family Office, LLC filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN464298980
Plan Effective Date2000-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Intrepid Family Office, LLC vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Intrepid Family Office, LLC, Total assets ($B): 0.006481756 · Participants: 3Intrepid Family Office, LLCL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Intrepid Family Office, LLC vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Intrepid Family Office, LLC side-by-side with 3 peers →

Intrepid Family Office, LLC's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is US Skilledserve Facilities 401(k) Plan in CA ($6M); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Intrepid Family Office, LLC assets move in 2024? ▼
Intrepid Family Office, LLC grew sharply - up 22.6% during 2024, from $5M to $6M. Reported net income was $1M.
How have Intrepid Family Office, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Intrepid Family Office, LLC's sponsor-wide assets grew 52.6%, from $4M to $6M.
Which 401(k) plans are similar in size to Intrepid Family Office, LLC? ▼
Among 401(k) plans in other states, the closest by assets is US Skilledserve Facilities 401(k) Plan in CA ($6M, 1,870 participants).
Which 401(k) plans cover a similar participant headcount to Intrepid Family Office, LLC? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants, N/A 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 464298980.

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.