401(k) · DOL Form 5500 · 2024

Benefit Recovery Group, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
100
Participants Small participant base
39th
Percentile by assets National rank
$42,018
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Intellivo 401(k) Profit Sharing Plan · Sponsored by Benefit Recovery Group, LLC · Tennessee · Finance & Insurance

$4M in assets, 100 participants

Benefit Recovery Group, LLC's Intellivo 401(k) Profit Sharing Plan reported $4M in total assets and 100 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #2,217 in Finance & Insurance (8,549 peers)

Coverage in Tennessee

Intellivo 401(k) Profit Sharing Plan covers 100 participants in Tennessee, about 9% of the average Tennessee filer (state average ~1,126 per filing). Assets: $4M.

#2,217
in Finance & Insurance (8,549 peers)
+94.8%
assets growth YoY

Intellivo 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Intellivo 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,201,760 39th percentile higher than 39% 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

Intellivo 401(k) Profit Sharing 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. Intellivo 401(k) Profit Sharing Plan is a small filing (100 participants) on this national headcount ladder.

DOL schedule card

Filing strip 472436944 · Benefit Recovery Group, LLC PY 2024 · 401(k)

Intellivo 401(k) Profit Sharing Plan · $4M · 100 · 39th

  • BOOK $4M
  • VS-ST 100
  • BOY 39th
  • SCH 401(k)
  • EBSA near Oversight Board LLC Retirement Plan
  • PART ind #2217

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 Tennessee →

Intellivo 401(k) Profit Sharing Plan in the asset neighbourhood

Intellivo 401(k) Profit Sharing PlanIntellivo 401(k) Profit Shar…$4MOversight Board LLC Retirement PlanOversight Board LLC Retireme…$4MReibus International 401(k) PlanReibus International 401(k) …$4MHelping Hand Home for Children, Inc. 401(k) Profit Sharing PlanHelping Hand Home for Childr…$4MTdbbs LLC 401(k) Plan$4M
End-of-year total assets ($M) among Intellivo 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$4M
Net Income$2M
Employer EIN472436944
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Intellivo 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Intellivo 401(k) Profit Sharing Plan, Total assets ($B): 0.00420176 · Participants: 100Intellivo 401(k) Profit Sharing PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Intellivo 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Intellivo 401(k) Profit Sharing Plan side-by-side with 3 peers →

Intellivo 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Oversight Board LLC Retirement Plan in DE ($4M); by covered participants it is Controltek 401(k) Profit Sharing Plan in WA (100 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (100 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 Intellivo 401(k) Profit Sharing Plan assets move in 2024? ▼
Intellivo 401(k) Profit Sharing Plan surged - up 94.8% during 2024, from $2M to $4M. Reported net income was $2M.
Which 401(k) plans are similar in size to Intellivo 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Oversight Board LLC Retirement Plan in DE ($4M, 39 participants).
Which 401(k) plans cover a similar participant headcount to Intellivo 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Controltek 401(k) Profit Sharing Plan in WA (100 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 472436944.

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.