401(k) · DOL Form 5500 · 2024

Integrated Financial Settlements 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
219
Participants Below avg headcount
83rd
Percentile by assets National rank
$213,130
Avg per participant Above avg balance/head
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Official DOL plan name: Integrated Financial Settlements, Inc. 401(k) Plan · Sponsored by Integrated Financial Settlements · Colorado · Finance & Insurance

$47M in assets, 219 participants

Integrated Financial Settlements's Integrated Financial Settlements, Inc. 401(k) Plan reported $47M in total assets and 219 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,339 in Finance & Insurance (8,549 peers)

Where Integrated Financial Settlements, Inc. 401(k) Plan sits by assets

Integrated Financial Settlements, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $47M for 219 participants (~$213,130/participant), down 0.1% in 2024.

#6,339
in Finance & Insurance (8,549 peers)
-0.1%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $45K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Integrated Financial Settlements, Inc. 401(k) Plan's outsized position by total assets

Integrated Financial Settlements, Inc. 401(k) Plan vs every filed plan by assets

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

$46,675,463 Top 17% higher than 83% 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

Integrated Financial Settlements, Inc. 401(k) 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. Integrated Financial Settlements, Inc. 401(k) Plan sits mid-pack in the medium band (219 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Integrated Financial Settlements, Inc. 401(k) Plan reported net income fell from $7M in the plan year 2023 filing to -$45K in the plan year 2024 filing.
  • Integrated Financial Settlements, Inc. 401(k) Plan reported participants rose from 216 in the plan year 2023 filing to 219 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 204029426 · Integrated Financial Settlements PY 2024 · 401(k)

Integrated Financial Settlements, Inc. 401(k) Plan · $47M · 219 · 83rd

  • IND $47M
  • IND 219
  • IND 83rd
  • IND 401(k)
  • IND near John Bouchard & Sons Co. 401(k) Profit Sharing Plan
  • IND ind #6339

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 Colorado →

Integrated Financial Settlements, Inc. 401(k) Plan in the asset neighbourhood

Integrated Financial Settlements, Inc. 401(k) PlanIntegrated Financial Settlem…$47MJohn Bouchard & Sons Co. 401(k) Profit Sharing PlanJohn Bouchard & Sons Co. 401…$47MArin 401(k) Plan$47MRed Bud Industries, Inc. Profit Sharing PlanRed Bud Industries, Inc. Pro…$47MInwood National Bank 401(k) PlanInwood National Bank 401(k) …$47M
End-of-year total assets ($M) among Integrated Financial Settlements, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$47M
Net Income-$45K
Employer EIN204029426
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Integrated Financial Settlements)

Sponsor-wide plan assets over time

All Integrated Financial Settlements plans reported in each filing year

Latest sponsor-wide plan assets
$47M 17.111911659930154% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $39.9M $46.7M ▲ +17.1%
Year Plans Participants Total Assets
2022 1 233 $40M
2023 1 216 $47M
2024 1 219 $47M

Nearby 401(k) Plans in Colorado

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

Integrated Financial Settlements, Inc. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Integrated Financial Settlements, Inc. 401(k) Plan, Total assets ($B): 0.046675463 · Participants: 219Integrated Financial Settlements, Inc. 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Integrated Financial Settlements, Inc. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Integrated Financial Settlements, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Colorado, the nearest 401(k) by assets is John Bouchard & Sons Co. 401(k) Profit Sharing Plan in TN ($47M); by covered participants it is The Joy Companies, Inc. Retirement Plan in MD (219 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($47M here).

Similar participant headcount

Nearest other-state filings by covered participants (219 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 Integrated Financial Settlements, Inc. 401(k) Plan assets move in 2024? ▼
Integrated Financial Settlements, Inc. 401(k) Plan held essentially flat - down 0.1% during 2024, from $47M to $47M. Reported net income was -$45K.
How have Integrated Financial Settlements plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Integrated Financial Settlements's sponsor-wide assets grew 17.1%, from $40M to $47M.
Where does Integrated Financial Settlements, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Integrated Financial Settlements, Inc. 401(k) Plan ranks in the 83rd 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 Integrated Financial Settlements, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is John Bouchard & Sons Co. 401(k) Profit Sharing Plan in TN ($47M, 162 participants).
Which 401(k) plans cover a similar participant headcount to Integrated Financial Settlements, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Joy Companies, Inc. Retirement Plan in MD (219 participants, $10M 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 204029426.

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.