401(k) · DOL Form 5500 · 2024

Intrepid Group, Inc. 401(k) Plan

Data updated 2026-08-11

$62M
Total assets
353
Participants
86th
Percentile by assets
$174,772
Avg per participant
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Official DOL plan name: Intrepid Group, Inc. 401(k) Plan · Sponsored by Intrepid Group, Inc. · Alabama · Professional & Technical Services

$62M in assets, 353 participants

Intrepid Group, Inc.'s Intrepid Group, Inc. 401(k) Plan reported $62M in total assets and 353 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • 86th percentile by assets (of 123,622 plans)
  • #17,618 in Professional & Technical Services (20,173 peers)

Where Intrepid Group, Inc. 401(k) Plan sits by assets

Intrepid Group, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $62M for 353 participants (~$174,772/participant), up 33.3% in 2024.

$62M
total plan assets (2024 EOY)
353
covered participants
86th
percentile by assets (of 123,622 plans)
$174,772
avg assets per participant

Where Intrepid Group, Inc. 401(k) Plan sits by total assets

Intrepid Group, Inc. 401(k) Plan vs every filed plan by assets

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

$61,694,687 Top 14% higher than 86% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Intrepid Group, Inc. 401(k) Plan end-of-year assets rose from $46M in the plan year 2023 filing to $62M in the plan year 2024 filing.
  • Intrepid Group, Inc. 401(k) Plan reported net income rose from $13M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Intrepid Group, Inc. 401(k) Plan reported participants rose from 337 in the plan year 2023 filing to 353 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Intrepid Group, Inc. 401(k) Plan vs the 2024 asset distribution

By assets, Intrepid Group, Inc. 401(k) Plan outranks 86% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$62M
Net Income$15M
Employer EIN264834060
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Intrepid Group, Inc.)

$30M$40M$50M$60M$70M 202220232024 $33.3M $61.7M ▲ +85.3%
Total plan assets by year, all Intrepid Group, Inc. plans on file
Year Plans Participants Total Assets
2022 1 277 $33M
2023 1 337 $46M
2024 1 353 $62M

Nearby 401(k) Plans in Alabama

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

Intrepid Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Intrepid Group, Inc.…, Total assets ($B): 0.061694687 · Participants: 353Intrepid Group, Inc.…Regions Financial Co…, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Co…Encompass Health Cor…, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Cor…Hexagon Employee Ret…, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Ret…Vulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. I…, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. I…
Intrepid Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Intrepid Group, Inc. 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Intrepid Group, Inc. 401(k) Plan assets move in 2024?
Intrepid Group, Inc. 401(k) Plan surged - up 33.3% during 2024, from $46M to $62M. Reported net income was $15M.
How have Intrepid Group, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Intrepid Group, Inc.'s sponsor-wide assets grew 85.3%, from $33M to $62M.
Where does Intrepid Group, Inc. 401(k) Plan rank by assets among Form 5500 filers?
Intrepid Group, Inc. 401(k) Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Intrepid Group, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is The 401(k) Profit Sharing Plan and Trust of Hillis Clark Martin & Peterson P.S. in WA ($62M, 81 participants).

Scale reading

Ways to act on Intrepid Group, Inc. 401(k) Plan's numbers.