Defined Benefit (Pension) · DOL Form 5500 · 2024
Intercam Financial Services Inc Pension Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 63
- Participants Small participant base
- 31st
- Percentile by assets National rank
- $36,718
- Avg per participant Low balance/head
Official DOL plan name: Intercam Financial Services Inc Cash Balance Plan · Sponsored by Intercam Financial Services Inc · California · Professional & Technical Services
$2M in assets, 63 participants
Intercam Financial Services Inc's Intercam Financial Services Inc Cash Balance Plan reported $2M in total assets and 63 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.
- #5,441 in Professional & Technical Services (20,173 peers)
Intercam Financial Services Inc multi-year trail
Intercam Financial Services Inc's plans moved -41.1% in assets from 2022 to 2024; this filing shows Intercam Financial Services Inc Cash Balance Plan at $2M / 63 participants.
- #5,441
- in Professional & Technical Services (20,173 peers)
- +16.9%
- assets growth YoY
Intercam Financial Services Inc Cash Balance Plan among the smaller filed plans by assets
Intercam Financial Services Inc Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,313,265 31st percentile higher than 31% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Intercam Financial Services Inc Cash Balance 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. Intercam Financial Services Inc Cash Balance Plan is a small filing (63 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Intercam Financial Services Inc Cash Balance Plan reported net income fell from $425K in the plan year 2023 filing to $335K in the plan year 2024 filing.
- Intercam Financial Services Inc Cash Balance Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Intercam Financial Services Inc Cash Balance Plan reported participants fell from 67 in the plan year 2023 filing to 63 in the plan year 2024 filing.
DOL schedule card
Filing strip 010875110 · Intercam Financial Services Inc PY 2024 · Defined Benefit (Pension)
Intercam Financial Services Inc Cash Balance Plan · $2M · 63 · 31st
- PART $2M
- PART 63
- PART 31st
- PART Defined Benefit (Pension)
- PART near Ratzan Law Group, P.a. Cash Balance Plan
- PART ind #5441
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 Professional & Technical Services retirement plans → · Plans in California →
Intercam Financial Services Inc Cash Balance Plan in the asset neighbourhood
Intercam Financial Services Inc multi-year asset trail
Sponsor-wide plan assets over time
All Intercam Financial Services Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 41.12695498853087% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 195 | $4M |
| 2023 | 1 | 67 | $2M |
| 2024 | 1 | 63 | $2M |
Intercam Financial Services Inc filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $335K |
| Employer EIN | 010875110 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $34.5B · 135,057
- Pacific Gas and Electric Company Retirement Plan $17.6B · 27,500
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $11.4B · 18,983
- Western States Carpenters Pension Plan $11.3B · 48,582
- Ilwu-Pma Pension Plan $10.8B · 15,833
Intercam Financial Services Inc Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Ratzan Law Group, P.a. Cash Balance Plan in FL ($2M); by covered participants it is Gray Television, Inc. Retirement Plan for Certain Bargaining Class Employees in GA (63 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (63 participants); asset peers above are excluded.
- Gray Television, Inc. Retirement Plan for Certain Bargaining Class Employees (GA) 63 · 0 off
- Erie and Niagara Insurance Association Cash Balance Retirement Plan (NY) 63 · 0 off
- The Reliable Automatic Sprinkler Co Inc Retirement Income Plan (SC) 63 · 0 off
- Wilentz, Goldman, & Spitzer, P.a. Pension Plan (NJ) 63 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.