401(k) · DOL Form 5500 · 2024

Intervest Capital Partners 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
23
Participants Small participant base
59th
Percentile by assets National rank
$500,999
Avg per participant High balance/head
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Official DOL plan name: Intervest Capital Partners · Sponsored by Intervest Capital Partners · New York · Finance & Insurance

$12M in assets, 23 participants

Intervest Capital Partners's Intervest Capital Partners reported $12M in total assets and 23 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,650 in Finance & Insurance (8,549 peers)

Intervest Capital Partners multi-year trail

Intervest Capital Partners's plans moved +39.2% in assets from 2022 to 2024; this filing shows Intervest Capital Partners at $12M / 23 participants.

#3,650
in Finance & Insurance (8,549 peers)
+20.6%
assets growth YoY

Intervest Capital Partners's mid-pack asset rank among Finance & Insurance and all filers

Intervest Capital Partners vs every filed plan by assets

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

$11,522,986 Top 41% higher than 59% 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

Intervest Capital Partners among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Intervest Capital Partners is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Intervest Capital Partners reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Intervest Capital Partners end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Intervest Capital Partners reported participants rose from 20 in the plan year 2023 filing to 23 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 453175754 · Intervest Capital Partners PY 2024 · 401(k)

Intervest Capital Partners · $12M · 23 · 59th

  • SCH $12M
  • EBSA 23
  • PART 59th
  • TYPE 401(k)
  • NET near Next Level Performance, a Dittman Company Profit Sharing Plan
  • BOOK ind #3650

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 New York →

Intervest Capital Partners in the asset neighbourhood

Intervest Capital Partners$12MNext Level Performance, a Dittman Company Profit Sharing PlanNext Level Performance, a Di…$12MMedley Partners Management 401(k) and Profit Sharing PlanMedley Partners Management 4…$12MThe Korea Times Los Angeles, Inc 401(k) Savings PlanThe Korea Times Los Angeles,…$12MPorter, Rogers, Dahlman, and Gordon, PC 401(k) Profit Sharing PlanPorter, Rogers, Dahlman, and…$12M
End-of-year total assets ($M) among Intervest Capital Partners and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Intervest Capital Partners multi-year asset trail

Sponsor-wide plan assets over time

All Intervest Capital Partners plans reported in each filing year

Latest sponsor-wide plan assets
$12M 39.22664416741387% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $8.28M $11.5M ▲ +39.1%
Year Plans Participants Total Assets
2022 1 17 $8M
2023 1 20 $10M
2024 1 23 $12M

Intervest Capital Partners filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN453175754
Plan Effective Date2018-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Intervest Capital Partners vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Intervest Capital Partners, Total assets ($B): 0.011522986 · Participants: 23Intervest Capital PartnersIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Intervest Capital Partners vs. nearby 401(k) plans in New York, assets vs. participants
Compare Intervest Capital Partners side-by-side with 3 peers →

Intervest Capital Partners's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Next Level Performance, a Dittman Company Profit Sharing Plan in NJ ($12M); by covered participants it is Metroplex General Contractors, Inc. 401(k) Profit Sharing Plan in TX (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 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 Intervest Capital Partners assets move in 2024? ▼
Intervest Capital Partners grew sharply - up 20.6% during 2024, from $10M to $12M. Reported net income was $2M.
How have Intervest Capital Partners plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Intervest Capital Partners's sponsor-wide assets grew 39.2%, from $8M to $12M.
Which 401(k) plans are similar in size to Intervest Capital Partners? ▼
Among 401(k) plans in other states, the closest by assets is Next Level Performance, a Dittman Company Profit Sharing Plan in NJ ($12M, 53 participants).
Which 401(k) plans cover a similar participant headcount to Intervest Capital Partners? ▼
Among 401(k) plans in other states, the closest by covered participants is Metroplex General Contractors, Inc. 401(k) Profit Sharing Plan in TX (23 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 453175754.

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.