401(k) · DOL Form 5500 · 2024

California Institute of Integr 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
291
Participants Below avg headcount
67th
Percentile by assets National rank
$57,279
Avg per participant Low balance/head
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Official DOL plan name: California Institute of Integr 401(k) Profit Sharing Plan & Trust · Sponsored by California Institute of Integr · California · Professional & Technical Services

$17M in assets, 291 participants

California Institute of Integr's California Institute of Integr 401(k) Profit Sharing Plan & Trust reported $17M in total assets and 291 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #13,256 in Professional & Technical Services (20,173 peers)

Coverage in California

California Institute of Integr 401(k) Profit Sharing Plan & Trust covers 291 participants in California, about 46% of the average California filer (state average ~630 per filing). Assets: $17M.

#13,256
in Professional & Technical Services (20,173 peers)
+6.2%
assets growth YoY

California Institute of Integr 401(k) Profit Sharing Plan & Trust's outsized position by total assets

California Institute of Integr 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$16,668,285 Top 33% higher than 67% 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

California Institute of Integr 401(k) Profit Sharing Plan & Trust 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. California Institute of Integr 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (291 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • California Institute of Integr 401(k) Profit Sharing Plan & Trust reported net income rose from $487K in the plan year 2023 filing to $968K in the plan year 2024 filing.
  • California Institute of Integr 401(k) Profit Sharing Plan & Trust reported participants fell from 328 in the plan year 2023 filing to 291 in the plan year 2024 filing.
  • California Institute of Integr 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $16M in the plan year 2023 filing to $17M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 942254303 · California Institute of Integr PY 2024 · 401(k)

California Institute of Integr 401(k) Profit Sharing Plan & Trust · $17M · 291 · 67th

  • NET $17M
  • BOOK 291
  • VS-ST 67th
  • BOY 401(k)
  • SCH near Crossfuze 401(k) Plan
  • EBSA ind #13256

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 →

California Institute of Integr 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

California Institute of Integr 401(k) Profit Sharing Plan & TrustCalifornia Institute of Inte…$17MCrossfuze 401(k) Plan$17MDermody Associates, Inc. 401(k) Profit Sharing PlanDermody Associates, Inc. 401…$17MHq Capital Private Equity LLC 401(k) Profit SharingHq Capital Private Equity LL…$17MCentral Indiana Corporate Partnership 401(k) Retirement PlanCentral Indiana Corporate Pa…$17M
End-of-year total assets ($M) among California Institute of Integr 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$17M
Net Income$968K
Employer EIN942254303
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (California Institute of Integr)

Sponsor-wide plan assets over time

All California Institute of Integr plans reported in each filing year

Latest sponsor-wide plan assets
$17M 9.560480551342451% vs 2022
2024 filing year
$15M$15.5M$16M$16.5M$17M 202220232024 $15.2M $16.7M ▲ +9.6%
Year Plans Participants Total Assets
2022 1 243 $15M
2023 1 328 $16M
2024 1 291 $17M

Nearby 401(k) Plans in California

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

California Institute of Integr 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants California Institute of Integr 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.016668285 · Participants: 291California Institute of Integr 401(k) Profit Sharing Plan & TrustGoogle 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
California Institute of Integr 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare California Institute of Integr 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

California Institute of Integr 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Crossfuze 401(k) Plan in MN ($17M); by covered participants it is Palo Verde Hematology Oncology 401(k) Profit Sharing Plan & Trust in AZ (291 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (291 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 California Institute of Integr 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
California Institute of Integr 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 6.2% during 2024, from $16M to $17M. Reported net income was $968K.
How have California Institute of Integr plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), California Institute of Integr's sponsor-wide assets grew 9.6%, from $15M to $17M.
Which 401(k) plans are similar in size to California Institute of Integr 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Crossfuze 401(k) Plan in MN ($17M, 196 participants).
Which 401(k) plans cover a similar participant headcount to California Institute of Integr 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Palo Verde Hematology Oncology 401(k) Profit Sharing Plan & Trust in AZ (291 participants, $16M 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 942254303.

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.