401(k) · DOL Form 5500 · 2024
Integra Financial Services LLC 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 106
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $54,315
- Avg per participant Low balance/head
Official DOL plan name: Integra Financial Services LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Integra Financial Services LLC · Utah · Professional & Technical Services
$6M in assets, 106 participants
Integra Financial Services LLC's Integra Financial Services LLC 401(k) Profit Sharing Plan & Trust reported $6M in total assets and 106 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.
- #8,537 in Professional & Technical Services (20,173 peers)
Coverage in Utah
Integra Financial Services LLC 401(k) Profit Sharing Plan & Trust covers 106 participants in Utah, about 18% of the average Utah filer (state average ~592 per filing). Assets: $6M.
- #8,537
- in Professional & Technical Services (20,173 peers)
- +27.1%
- assets growth YoY
Integra Financial Services LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers
Integra Financial Services LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,757,429 44th percentile higher than 44% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Integra Financial Services LLC 401(k) Profit Sharing Plan & 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. Integra Financial Services LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (106 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Integra Financial Services LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Integra Financial Services LLC 401(k) Profit Sharing Plan & Trust reported participants fell from 131 in the plan year 2023 filing to 106 in the plan year 2024 filing.
- Integra Financial Services LLC 401(k) Profit Sharing Plan & Trust reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 275276229 · Integra Financial Services LLC PY 2024 · 401(k)
Integra Financial Services LLC 401(k) Profit Sharing Plan & Trust · $6M · 106 · 44th
- ASSETS $6M
- ASSETS 106
- ASSETS 44th
- ASSETS 401(k)
- ASSETS near The Dewitt Companies 401(k) Plan
- ASSETS ind #8537
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 Utah →
Integra Financial Services LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $1M |
| Employer EIN | 275276229 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Integra Financial Services LLC)
Sponsor-wide plan assets over time
All Integra Financial Services LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 70.33682581139908% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 110 | $3M |
| 2023 | 1 | 131 | $5M |
| 2024 | 1 | 106 | $6M |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Intermountain Health 401(k) Plan $6.8B · 68,360
- Deseret 401(k) Plan $6.1B · 25,301
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.9B · 9,972
- Skywest, Inc. Employees' Retirement Plan $1.4B · 14,259
- Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan $687M · 1,926
Integra Financial Services LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is The Dewitt Companies 401(k) Plan in CA ($6M); by covered participants it is The Architect 401(k) Plan - Radiant Complexions Dermatology Clinic, Inc. in IA (106 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (106 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.