401(k) · DOL Form 5500 · 2024

Pt-1 Intermediate Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
863
Participants Near avg headcount
62nd
Percentile by assets National rank
$15,291
Avg per participant Low balance/head
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Official DOL plan name: Pt-1 Intermediate Holdings, LLC 401(k) Plan · Sponsored by Pt-1 Intermediate Holdings, LLC · California · Healthcare & Social Assistance

$13M in assets, 863 participants

Pt-1 Intermediate Holdings, LLC's Pt-1 Intermediate Holdings, LLC 401(k) Plan reported $13M in total assets and 863 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #11,317 in Healthcare & Social Assistance (16,916 peers)

Pt-1 Intermediate Holdings, LLC multi-year trail

Pt-1 Intermediate Holdings, LLC's plans moved +13.5% in assets from 2022 to 2024; this filing shows Pt-1 Intermediate Holdings, LLC 401(k) Plan at $13M / 863 participants.

#11,317
in Healthcare & Social Assistance (16,916 peers)
+7.7%
assets growth YoY

Pt-1 Intermediate Holdings, LLC 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Pt-1 Intermediate Holdings, LLC 401(k) Plan vs every filed plan by assets

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

$13,195,768 Top 38% higher than 62% 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

Pt-1 Intermediate Holdings, LLC 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. Pt-1 Intermediate Holdings, LLC 401(k) Plan sits mid-pack in the medium band (863 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pt-1 Intermediate Holdings, LLC 401(k) Plan reported net income rose from $626K in the plan year 2023 filing to $942K in the plan year 2024 filing.
  • Pt-1 Intermediate Holdings, LLC 401(k) Plan reported participants fell from 1,049 in the plan year 2023 filing to 863 in the plan year 2024 filing.
  • Pt-1 Intermediate Holdings, LLC 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 680461114 · Pt-1 Intermediate Holdings, LLC PY 2024 · 401(k)

Pt-1 Intermediate Holdings, LLC 401(k) Plan · $13M · 863 · 62nd

  • PART $13M
  • PART 863
  • PART 62nd
  • PART 401(k)
  • PART near Spooner Risk Control Services, Inc. Multiple Employer 401(k) Profit Sharing Plan
  • PART ind #11317

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Pt-1 Intermediate Holdings, LLC 401(k) Plan in the asset neighbourhood

Pt-1 Intermediate Holdings, LLC 401(k) PlanPt-1 Intermediate Holdings, …$13MSpooner Risk Control Services, Inc. Multiple Employer 401(k) Profit Sharing PlanSpooner Risk Control Service…$13MIdaho Gastroenterology Associates, LLP 401(k) Profit Sharing PlanIdaho Gastroenterology Assoc…$13MVitalize, LLC 401(k) Plan$13MHtna Retirement Savings Plan$13M
End-of-year total assets ($M) among Pt-1 Intermediate Holdings, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pt-1 Intermediate Holdings, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Pt-1 Intermediate Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 13.479251962853208% vs 2022
2024 filing year
$11M$11.5M$12M$12.5M$13M$13.5M 202220232024 $11.6M $13.2M ▲ +13.5%
Year Plans Participants Total Assets
2022 1 1,087 $12M
2023 1 1,049 $12M
2024 1 863 $13M

Pt-1 Intermediate Holdings, LLC filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$942K
Employer EIN680461114
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Pt-1 Intermediate Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Pt-1 Intermediate Holdings, LLC 401(k) Plan, Total assets ($B): 0.013195768 · Participants: 863Pt-1 Intermediate Holdings, LLC 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Pt-1 Intermediate Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Pt-1 Intermediate Holdings, LLC 401(k) Plan side-by-side with 3 peers →

Pt-1 Intermediate Holdings, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Spooner Risk Control Services, Inc. Multiple Employer 401(k) Profit Sharing Plan in OH ($13M); by covered participants it is Spark Therapeutics, Inc. 401(k) Plan in PA (863 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (863 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 Pt-1 Intermediate Holdings, LLC 401(k) Plan assets move in 2024? ▼
Pt-1 Intermediate Holdings, LLC 401(k) Plan grew at a solid clip - up 7.7% during 2024, from $12M to $13M. Reported net income was $942K.
How have Pt-1 Intermediate Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pt-1 Intermediate Holdings, LLC's sponsor-wide assets grew 13.5%, from $12M to $13M.
Which 401(k) plans are similar in size to Pt-1 Intermediate Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Spooner Risk Control Services, Inc. Multiple Employer 401(k) Profit Sharing Plan in OH ($13M, 132 participants).
Which 401(k) plans cover a similar participant headcount to Pt-1 Intermediate Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Spark Therapeutics, Inc. 401(k) Plan in PA (863 participants, $165M 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 680461114.

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.