401(k) · DOL Form 5500 · 2024

Intelliloan, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
39
Participants Small participant base
40th
Percentile by assets National rank
$114,843
Avg per participant Below avg balance/head
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Official DOL plan name: Intelliloan, Inc. 401(k) Plan · Sponsored by Intelliloan, Inc. · California · Real Estate

$4M in assets, 39 participants

Intelliloan, Inc.'s Intelliloan, Inc. 401(k) Plan reported $4M in total assets and 39 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,757 in Real Estate (4,605 peers)

Real Estate sector rank

Within Real Estate, Intelliloan, Inc. 401(k) Plan ranks #2,757 of 4,605 2024 filers by assets (580% of the sector average)-$4M for 39 participants.

#2,757
in Real Estate (4,605 peers)
+8.7%
assets growth YoY

Intelliloan, Inc. 401(k) Plan's mid-pack asset rank among Real Estate and all filers

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

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

$4,478,861 40th percentile higher than 40% 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

Intelliloan, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Intelliloan, Inc. 401(k) Plan is a small filing (39 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Intelliloan, Inc. 401(k) Plan reported net income fell from $628K in the plan year 2023 filing to $358K in the plan year 2024 filing.
  • Intelliloan, Inc. 401(k) Plan reported participants fell from 49 in the plan year 2023 filing to 39 in the plan year 2024 filing.
  • Intelliloan, Inc. 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 954449805 · Intelliloan, Inc. PY 2024 · 401(k)

Intelliloan, Inc. 401(k) Plan · $4M · 39 · 40th

  • NET $4M
  • BOOK 39
  • VS-ST 40th
  • BOY 401(k)
  • SCH near Mcclelland Law Firm, a Professional Corporation 401(k) Profit Sharing Plan and Trust
  • EBSA ind #2757

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 Real Estate retirement plans → · Plans in California →

Intelliloan, Inc. 401(k) Plan in the asset neighbourhood

Intelliloan, Inc. 401(k) Plan$4MMcclelland Law Firm, a Professional Corporation 401(k) Profit Sharing Plan and TrustMcclelland Law Firm, a Profe…$4MMayo Fertilizer, Inc. 401(k) PlanMayo Fertilizer, Inc. 401(k)…$4MCitimark Management Co., Inc. Profit Sharing and 401(k) PlanCitimark Management Co., Inc…$4MEarthworks, Inc. 401(k) Plan$4M
End-of-year total assets ($M) among Intelliloan, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Real Estate filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$358K
Employer EIN954449805
Plan Effective Date2001-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Intelliloan, Inc.)

Sponsor-wide plan assets over time

All Intelliloan, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 28.235102120282473% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.49M $4.48M ▲ +28.4%
Year Plans Participants Total Assets
2022 1 106 $3M
2023 1 49 $4M
2024 1 39 $4M

Nearby 401(k) Plans in California

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

Intelliloan, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Intelliloan, Inc. 401(k) Plan, Total assets ($B): 0.004478861 · Participants: 39Intelliloan, Inc. 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Intelliloan, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Intelliloan, Inc. 401(k) Plan side-by-side with 3 peers →

Intelliloan, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Mcclelland Law Firm, a Professional Corporation 401(k) Profit Sharing Plan and Trust in MO ($4M); by covered participants it is Lucrumare Inc. 401(k) Plan in IL (39 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (39 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 Intelliloan, Inc. 401(k) Plan assets move in 2024? ▼
Intelliloan, Inc. 401(k) Plan grew at a solid clip - up 8.7% during 2024, from $4M to $4M. Reported net income was $358K.
How have Intelliloan, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Intelliloan, Inc.'s sponsor-wide assets grew 28.2%, from $3M to $4M.
Which 401(k) plans are similar in size to Intelliloan, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mcclelland Law Firm, a Professional Corporation 401(k) Profit Sharing Plan and Trust in MO ($4M, 5 participants).
Which 401(k) plans cover a similar participant headcount to Intelliloan, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lucrumare Inc. 401(k) Plan in IL (39 participants, $650K 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 954449805.

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.