401(k) · DOL Form 5500 · 2024

Intact Services USA LLC 401(k) Plan

Data updated 2026-07-24

$838M
Total assets: 1,598
Participants: 98th
Percentile by assets: $524,494
Avg per participant

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.

98th percentile by assets (of 116,472 plans)

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.

$838M
total plan assets (2024 EOY): 1,598
covered participants: 98th
percentile by assets (of 116,472 plans): $524,494
avg assets per participant

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 →

State

Minnesota

Industry

Finance & Insurance

Intact USA Retirement Savings Plan vs the 2024 asset distribution

By assets, Intact USA Retirement Savings Plan outranks 98% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 8.4x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$788M
Net Assets (End of Year)	$838M
Net Income	$50M
Employer EIN	263300555
Plan Effective Date	1978-04-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Intact Services USA LLC)

Total plan assets by year, all Intact Services USA LLC plans on file

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

Wells Fargo & Company 401(k) Plan $57.9B · 179,076
Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
Target Corporation 401(k) Plan $14.4B · 409,649
Medtronic Savings and Investment Plan $13.7B · 38,480
U.S. Bank 401(k) Savings Plan $11.4B · 73,109

Compare Intact USA Retirement Savings Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Intact USA Retirement Savings Plan by total assets, not by location.

Transocean U.S. Savings Plan () $839M · 2,151
Acosta, Inc. 401(k) Retirement Plan (FL) $839M · 27,227
Mks Instruments, Inc. Profit Sharing & 401(k) Plan (MA) $840M · 2,770
Terumo Employee Savings and Investment Plan (NJ) $836M · 3,554

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 116,472 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).

Next read for Intact USA Retirement Savings Plan

Scale reading

Ways to act on Intact USA Retirement Savings Plan's numbers.

By total assets, Intact USA Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Minnesota. Compare plans
Intact Services USA LLC's sponsor-wide assets have grown 19.4% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.