Other · DOL Form 5500 · 2024

Intellisurvey, Inc. Retirement Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
109
Participants Small participant base
68th
Percentile by assets National rank
$166,314
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

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

$18M in assets, 109 participants

Intellisurvey, Inc.'s Intellisurvey 401(k) Plan reported $18M in total assets and 109 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #13,632 in Professional & Technical Services (20,173 peers)

Coverage in California

Intellisurvey 401(k) Plan covers 109 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $18M.

#13,632
in Professional & Technical Services (20,173 peers)
+23.1%
assets growth YoY

Intellisurvey 401(k) Plan's outsized position by total assets

Intellisurvey 401(k) Plan vs every filed plan by assets

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

$18,128,253 Top 32% higher than 68% 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

Intellisurvey 401(k) Plan 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. Intellisurvey 401(k) Plan sits mid-pack in the medium band (109 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Intellisurvey 401(k) Plan end-of-year assets rose from $15M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Intellisurvey 401(k) Plan reported participants fell from 128 in the plan year 2023 filing to 109 in the plan year 2024 filing.
  • Intellisurvey 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 330973672 · Intellisurvey, Inc. PY 2024 · Other

Intellisurvey 401(k) Plan · $18M · 109 · 68th

  • PART $18M
  • PART 109
  • PART 68th
  • PART Other
  • PART near American Foundation for Suicide Prevention Tax Deferred Annuity Retirement Plan
  • PART ind #13632

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 California →

Intellisurvey 401(k) Plan in the asset neighbourhood

Radias Health 403(b) Plan$18MClf Retirement Plan$18MIntellisurvey 401(k) Plan$18MAmerican Foundation for Suicide Prevention Tax Deferred Annuity Retirement PlanAmerican Foundation for Suic…$18MGateway School Defined Contribution Retirement PlanGateway School Defined Contr…$18M
End-of-year total assets ($M) among Intellisurvey 401(k) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN330973672
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Intellisurvey, Inc.)

Sponsor-wide plan assets over time

All Intellisurvey, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 63.21841367565385% vs 2022
2024 filing year
$10M$15M$20M 202220232024 $11.1M $18.1M ▲ +63.2%
Year Plans Participants Total Assets
2022 1 122 $11M
2023 1 128 $15M
2024 1 109 $18M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

Intellisurvey 401(k) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Intellisurvey 401(k) Plan, Total assets ($B): 0.018128253 · Participants: 109Intellisurvey 401(k) PlanStanford Contributory Retirement Plan, Total assets ($B): 12.568126014 · Participants: 22753Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 7.632419022 · Participants: 54954Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 6.931286515 · Participants: 24152Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 5.246676378 · Participants: 10970Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.81831751 · Participants: 20886University of Southern California Tax-Deferred Annuity Plan
Intellisurvey 401(k) Plan vs. nearby Other plans in California, assets vs. participants
Compare Intellisurvey 401(k) Plan side-by-side with 3 peers →

Intellisurvey 401(k) Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is American Foundation for Suicide Prevention Tax Deferred Annuity Retirement Plan in NY ($18M); by covered participants it is St Benedict Health Center Tax Deferred Annuity Plan in SD (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 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 Intellisurvey 401(k) Plan assets move in 2024? ▼
Intellisurvey 401(k) Plan grew sharply - up 23.1% during 2024, from $15M to $18M. Reported net income was $3M.
How have Intellisurvey, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Intellisurvey, Inc.'s sponsor-wide assets grew 63.2%, from $11M to $18M.
Which Other plans are similar in size to Intellisurvey 401(k) Plan? ▼
Among Other plans in other states, the closest by assets is American Foundation for Suicide Prevention Tax Deferred Annuity Retirement Plan in NY ($18M, 162 participants).
Which Other plans cover a similar participant headcount to Intellisurvey 401(k) Plan? ▼
Among Other plans in other states, the closest by covered participants is St Benedict Health Center Tax Deferred Annuity Plan in SD (109 participants, $7M 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 330973672.

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.