401(k) · DOL Form 5500 · 2024

Intact Services USA LLC 401(k) Plan

Data updated 2026-08-25

$838M
Total assets Above avg plan size
1,598
Participants Near avg headcount
98th
Percentile by assets National rank
$524,494
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Intact USA Retirement Savings Plan · Sponsored by Intact Services USA LLC · Minnesota · Finance & Insurance

$838M in assets, 1,598 participants

Intact Services USA LLC's Intact USA Retirement Savings Plan reported $838M in total assets and 1,598 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

  • #8,264 in Finance & Insurance (8,549 peers)

Where Intact USA Retirement Savings Plan sits by assets

Intact USA Retirement Savings Plan sits in the top 5% of all filed plans by assets, $838M for 1,598 participants (~$524,494/participant), up 6.4% in 2024.

#8,264
in Finance & Insurance (8,549 peers)
+6.4%
assets growth YoY
8.4×
vs typical plan assets (national mean)

Intact USA Retirement Savings Plan's outsized position by total assets

Intact USA Retirement Savings Plan vs every filed plan by assets

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

$838,141,544 Top 2% higher than 98% 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

Intact USA Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Intact USA Retirement Savings Plan lands in the large band (1,598 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Intact USA Retirement Savings Plan reported net income fell from $86M in the plan year 2023 filing to $50M in the plan year 2024 filing.
  • Intact USA Retirement Savings Plan end-of-year assets rose from $788M in the plan year 2023 filing to $838M in the plan year 2024 filing.
  • Intact USA Retirement Savings Plan reported participants rose from 1,512 in the plan year 2023 filing to 1,598 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 263300555 · Intact Services USA LLC PY 2024 · 401(k)

Intact USA Retirement Savings Plan · $838M · 1,598 · 98th

  • 5500 $838M
  • ASSETS 1,598
  • PCT 98th
  • EIN 401(k)
  • RANK near Transocean U.S. Savings Plan
  • PHOTO ind #8264

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 Minnesota →

Intact USA Retirement Savings Plan in the asset neighbourhood

Mks Instruments, Inc. Profit Sharing & 401(k) PlanMks Instruments, Inc. Profit…$840MAcosta, Inc. 401(k) Retirement PlanAcosta, Inc. 401(k) Retireme…$839MTransocean U.S. Savings Plan$839MIntact USA Retirement Savings PlanIntact USA Retirement Saving…$838MTerumo Employee Savings and Investment PlanTerumo Employee Savings and …$836M
End-of-year total assets ($M) among Intact USA Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$788M
Net Assets (End of Year)$838M
Net Income$50M
Employer EIN263300555
Plan Effective Date1978-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Intact Services USA LLC)

Sponsor-wide plan assets over time

All Intact Services USA LLC plans reported in each filing year

Latest sponsor-wide plan assets
$838M 19.366027451520953% vs 2022
2024 filing year
$650M$700M$750M$800M$850M$900M 202220232024 $702M $838M ▲ +19.4%
Year Plans Participants Total Assets
2022 1 1,416 $702M
2023 1 1,512 $788M
2024 1 1,598 $838M

Nearby 401(k) Plans in Minnesota

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

Intact USA Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Intact USA Retirement Savings Plan, Total assets ($B): 0.838141544 · Participants: 1598Intact USA Retirement Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Intact USA Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Intact USA Retirement Savings Plan side-by-side with 3 peers →

Intact USA Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Transocean U.S. Savings Plan in ($839M); by covered participants it is Beecan Health 401(k) LLC in CA (1,598 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($838M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,598 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 Intact USA Retirement Savings Plan assets move in 2024? ▼
Intact USA Retirement Savings Plan grew at a solid clip - up 6.4% during 2024, from $788M to $838M. Reported net income was $50M.
How have Intact Services USA LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Intact Services USA LLC's sponsor-wide assets grew 19.4%, from $702M to $838M.
Where does Intact USA Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Intact USA Retirement Savings Plan ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Intact USA Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Transocean U.S. Savings Plan in ($839M, 2,151 participants).
Which 401(k) plans cover a similar participant headcount to Intact USA Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beecan Health 401(k) LLC in CA (1,598 participants, N/A 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 263300555.

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.