Retirement plan
INTEL RETIREMENT CONTRIBUTION PLAN
INTEL CORPORATIONEIN 94-1672743Plan #001PY 2020
Other plans on this EIN
2 filingsProspect flagsWind-down / frozen
Filing contacts
From the Form 5500, federal recordPlan administrator signer
MICHAEL KNUTSON
Signed 09/10/2021
Plan administrator entity
INTEL RETIREMENT PLANS ADMINISTRATIVE COMMITTEE
EIN 205001544
1900 PRAIRIE CITY RD FM1-118 · FOLSOM, CA 956309501
Summary metrics
Total assets (EOY)
$7628.6M
+4.3% from 2016
Total participants
36,173
+11.3% from 2016
Average account balance
$212,383
-4.8% from 2016
Annual return
14.82%
-8.28 pp from 2016
Benchmarks
Peer group
Industry33 - Manufacturing
Plan typeDefined contribution
Participants>=10,000
Cohort86 peers
Snapshot2020
0
Participant deferral / active EE
$0
median $7,742
0
Employer contribution / active EE
$0
median $3,821
80
Participation rate
98.9%
median 96.2%
72
Avg account balance
$212,383
median $160,963
80
Admin fee / account holder
$1
median $59
55
Annual return
14.82%
median 14.41%
Overall peer rank
72of 100
72nd percentileavg across 6 metrics
Analytics
2015 - 2024
Total assets (EOY)
Plan-year ending balance
$7.29B
Average account balance
Total assets / participants with a balance (line 6g)
$256K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
28,506
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
94.7%
Contributions (total)
Employer and participant dollars contributed each year
$37.42M
Contributions per participant
Average employer and participant contribution per enrolled participant
$2K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+14.27%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$19
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
- Mutual / pooled
- Stocks
- Bonds
- Cash
- Real estate
- Loans
Service providers
Top 1 by compensation
| Provider | Service type | Compensation |
|---|---|---|
FID INVEST INST OPS CO6+ years Service code 37 · EIN 04-2647786 | Loan Processing | $33,211 |
Top hat statement on fileNQDC
Filed August 8, 2024 (most recent of 4 filings on file)
Plan administrator
Plan administrator name— Sign in and upgrade to view
2200 Mission College Boulevard
Santa Clara, CA 95054
Plans declared (1)
- Intel Corporation Executive Severance Plan81 emp
Plan features & details
Pension benefit codes2E2G3F3H2T2F
Plan features
- 2EProfit-sharingProfit-sharing plan.
- 2FERISA section 404(c) planThis plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
- 2GTotal participant-directed account planParticipants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
- 2TDefault investment accountTotal or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
- 3FLeased employeesPlan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
- 3HControlled group memberPlan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
Opportunity flags
1 tripped
- InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Expense breakdown
Schedule H Part II
Admin total
$33K
$1 / participant
- Other / not subdivided$33K100.0%
% of EOY assets
0.000%
all-in expense ratio
Categories reported
0 / 9
subdivided buckets used
Audit opinion
Schedule H Part III
Disclaimer opinion
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
- Auditor firm
- ERNST & YOUNG LLP
- Auditor EIN
- 346565596
- Audit fees
- (not subdivided)
- Opinion code
- Disclaimer