401(k) · DOL Form 5500 · 2023

Coretelligent LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
270
Participants Below avg headcount
61st
Percentile by assets National rank
$40,573
Avg per participant Low balance/head
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Official DOL plan name: Coretelligent LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Coretelligent LLC · Massachusetts · Professional & Technical Services

$11M in assets, 270 participants

Coretelligent LLC's Coretelligent LLC 401(k) Profit Sharing Plan and Trust reported $11M in total assets and 270 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #12,074 in Professional & Technical Services (20,321 peers)

Coverage in Massachusetts

Coretelligent LLC 401(k) Profit Sharing Plan and Trust covers 270 participants in Massachusetts, about 41% of the average Massachusetts filer (state average ~659 per filing). Assets: $11M.

#12,074
in Professional & Technical Services (20,321 peers)
+38.2%
assets growth YoY

Coretelligent LLC 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Coretelligent LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$10,954,790 Top 39% higher than 61% of 127,068 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 2023

Coretelligent LLC 401(k) Profit Sharing Plan and Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Coretelligent LLC 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (270 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Coretelligent LLC 401(k) Profit Sharing Plan and Trust reported net income rose from $360K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Coretelligent LLC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $8M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Coretelligent LLC 401(k) Profit Sharing Plan and Trust reported participants rose from 215 in the plan year 2022 filing to 270 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 208407979 · Coretelligent LLC PY 2023 · 401(k)

Coretelligent LLC 401(k) Profit Sharing Plan and Trust · $11M · 270 · 61st

  • PHOTO $11M
  • IND 270
  • EOY 61st
  • 5500 401(k)
  • ASSETS near Jeff Belzer 401(k) Plan
  • PCT ind #12074

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 Massachusetts →

Coretelligent LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Coretelligent LLC 401(k) Profit Sharing Plan and TrustCoretelligent LLC 401(k) Pro…$11MJeff Belzer 401(k) Plan$11MCulligan Southwest, Inc. 401(k) Profit Sharing Plan & TrustCulligan Southwest, Inc. 401…$11MLds Transportation Holdings, LLC Retirement and 401-K Savings PlanLds Transportation Holdings,…$11MConsolidated Aircraft Supply Co., Inc. 401(k) Plan and TrustConsolidated Aircraft Supply…$11M
End-of-year total assets ($M) among Coretelligent LLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$11M
Net Income$3M
Employer EIN208407979
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coretelligent LLC)

Sponsor-wide plan assets over time

All Coretelligent LLC plans reported in each filing year

Latest sponsor-wide plan assets
$23M 189.64390493195455% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $7.92M $23M ▲ +189.8%
Year Plans Participants Total Assets
2022 1 215 $8M
2023 1 270 $11M
2024 3 559 $23M

Nearby 401(k) Plans in Massachusetts

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

Coretelligent LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Coretelligent LLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.01095479 · Participants: 270Coretelligent LLC 401(k) Profit Sharing Plan and TrustFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Coretelligent LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Coretelligent LLC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Jeff Belzer 401(k) Plan in MN ($11M); by covered participants it is Revision Military 401(k) Retirement Plan in VT (270 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (270 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Coretelligent LLC 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Coretelligent LLC 401(k) Profit Sharing Plan and Trust surged - up 38.2% during 2023, from $8M to $11M. Reported net income was $3M.
How have Coretelligent LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coretelligent LLC's sponsor-wide assets grew 189.6%, from $8M to $23M.
Which 401(k) plans are similar in size to Coretelligent LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Jeff Belzer 401(k) Plan in MN ($11M, 235 participants).
Which 401(k) plans cover a similar participant headcount to Coretelligent LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Revision Military 401(k) Retirement Plan in VT (270 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 208407979.

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.