401(k) · DOL Form 5500 · 2024

Intercap Lending, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
336
Participants Below avg headcount
69th
Percentile by assets National rank
$56,773
Avg per participant Low balance/head
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Official DOL plan name: Intercap Lending 401(k) Retirement Plan · Sponsored by Intercap Lending, Inc. · Utah · Finance & Insurance

$19M in assets, 336 participants

Intercap Lending, Inc.'s Intercap Lending 401(k) Retirement Plan reported $19M in total assets and 336 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,623 in Finance & Insurance (8,549 peers)

Intercap Lending, Inc. multi-year trail

Intercap Lending, Inc.'s plans moved +39.8% in assets from 2022 to 2024; this filing shows Intercap Lending 401(k) Retirement Plan at $19M / 336 participants.

#4,623
in Finance & Insurance (8,549 peers)
+10.1%
assets growth YoY

Intercap Lending 401(k) Retirement Plan's outsized position by total assets

Intercap Lending 401(k) Retirement Plan vs every filed plan by assets

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

$19,075,874 Top 31% higher than 69% 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

Intercap Lending 401(k) Retirement 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. Intercap Lending 401(k) Retirement Plan sits mid-pack in the medium band (336 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Intercap Lending 401(k) Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Intercap Lending 401(k) Retirement Plan reported participants fell from 408 in the plan year 2023 filing to 336 in the plan year 2024 filing.
  • Intercap Lending 401(k) Retirement Plan end-of-year assets rose from $17M in the plan year 2023 filing to $19M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 850260899 · Intercap Lending, Inc. PY 2024 · 401(k)

Intercap Lending 401(k) Retirement Plan · $19M · 336 · 69th

  • PCT $19M
  • EIN 336
  • RANK 69th
  • PHOTO 401(k)
  • IND near Midwest Family Mutual Insurance Company 401(k) Plan
  • EOY ind #4623

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 Utah →

Intercap Lending 401(k) Retirement Plan in the asset neighbourhood

Intercap Lending 401(k) Retirement PlanIntercap Lending 401(k) Reti…$19MMidwest Family Mutual Insurance Company 401(k) PlanMidwest Family Mutual Insura…$19MRutan & Tucker, LLP 401(k) PlanRutan & Tucker, LLP 401(k) P…$19MThe Elizabeth Hospice 401(k) PlanThe Elizabeth Hospice 401(k)…$19MCbc U 401(k) Plan$19M
End-of-year total assets ($M) among Intercap Lending 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Intercap Lending, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Intercap Lending, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 39.809183682967316% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.6M $19.1M ▲ +39.9%
Year Plans Participants Total Assets
2022 1 425 $14M
2023 1 408 $17M
2024 1 336 $19M

Intercap Lending, Inc. filing trail (2024)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN850260899
Plan Effective Date2021-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Intercap Lending 401(k) Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Intercap Lending 401(k) Retirement Plan, Total assets ($B): 0.019075874 · Participants: 336Intercap Lending 401(k) Retirement PlanIntermountain Health 401(k) Plan, Total assets ($B): 6.832891 · Participants: 68360Intermountain Health 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 6.145738842 · Participants: 25301Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.885575832 · Participants: 9972Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.420052359 · Participants: 14259Skywest, Inc. Employees' Retirement PlanRio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan, Total assets ($B): 0.686992924 · Participants: 1926Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan
Intercap Lending 401(k) Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Intercap Lending 401(k) Retirement Plan side-by-side with 3 peers →

Intercap Lending 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Midwest Family Mutual Insurance Company 401(k) Plan in IA ($19M); by covered participants it is To-Ricos Employee Savings and Retirement Plan in PR (336 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (336 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 Intercap Lending 401(k) Retirement Plan assets move in 2024? ▼
Intercap Lending 401(k) Retirement Plan grew at a solid clip - up 10.1% during 2024, from $17M to $19M. Reported net income was $2M.
How have Intercap Lending, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Intercap Lending, Inc.'s sponsor-wide assets grew 39.8%, from $14M to $19M.
Which 401(k) plans are similar in size to Intercap Lending 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Midwest Family Mutual Insurance Company 401(k) Plan in IA ($19M, 141 participants).
Which 401(k) plans cover a similar participant headcount to Intercap Lending 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is To-Ricos Employee Savings and Retirement Plan in PR (336 participants, $5M 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 850260899.

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.