PlanOptica
Retirement plan

INTEL 401(K) SAVINGS PLAN

INTEL CORPORATIONEIN 94-1672743Plan #003PY 2016
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1900 PRAIRIE CITY RD - FOLSOM, CA 95630800-238-0486intel.comLinkedIn10001+ employeessemiconductors
Other plans on this EIN
2 filings
#001Retirement-$6.07B assets#002Retirement-$786.3M assets
Prospect flagsNo flags tripped

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(800) 238-0486
Plan administrator signer
MICHAEL KNUTSON
Signed 10/04/2017
Plan administrator entity
INTEL RETIREMENT PLANS ADMINISTRATIVE COMMITTEE
EIN 205001544
1900 PRAIRIE CITY RD FM3-224 · FOLSOM, CA 956309501
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Summary metrics

Total assets (EOY)
$9740.6M
-12.2% from 2016
Total participants
71,358
-3.4% from 2016
Average account balance
$139,159
-8.8% from 2016
Annual return
14.06%
-10.64 pp from 2016

Benchmarks

See 85 peers
Peer group
Industry33 - Manufacturing
Plan typeDefined contribution
Participants>=10,000
Cohort85 peers
Snapshot2016
Participant deferral / active EE
$12,103
median $6,390
Employer contribution / active EE
$5,151
median $3,656
Participation rate
97.4%
median 94.0%
Avg account balance
$139,159
median $129,246
Admin fee / account holder
$5
median $52
Annual return
14.06%
median 8.87%
Overall peer rank
76th percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$24.85B
Average account balance
Total assets / participants with a balance (line 6g)
$308K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
80,583
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
99.3%
Contributions (total)
Employer and participant dollars contributed each year
$1.67B
Contributions per participant
Average employer and participant contribution per enrolled participant
$36K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+15.61%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$3
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
ProviderService typeCompensation
FID INVEST INST OPS CO2+ years
Service code 37 · EIN 04-2647786
Loan Processing
$349,697

Reportable transactions (Schedule G)

1 row

Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.

CategoryCounterpartyRelationship / TermsAddressAmount
Part 3
Non-exempt transaction
INTEL CONTRIBUTION PLAN
SAME PLAN SPONSOR
RECORDKEEPER EXPENSES INCORRECTLY PAID OUT OF INTEL 401K SAVINGS PLAN IN 2015 AND 2016. CORRECTED IN 2017
——

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
Email— Sign in and upgrade to viewPhone— Sign in and upgrade to view

Plans declared (1)

  • Intel Corporation Executive Severance Plan81 emp
Open the filing PDF

Plan features & details

Pension benefit codes2E2F2G2J2O2R2S2T3F3H
Plan features
  • 2E
    Profit-sharing
    Profit-sharing plan.
  • 2F
    ERISA section 404(c) plan
    This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
  • 2G
    Total participant-directed account plan
    Participants 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.
  • 2J
    Code section 401(k) feature
    Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
  • 2O
    ESOP other than a leveraged ESOP
    Employee stock ownership plan that is not leveraged.
  • 2R
    Participant-directed brokerage accounts
    Participant-directed brokerage accounts provided as an investment option under the plan.
  • 2S
    Automatic enrollment
    Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
  • 2T
    Default investment account
    Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
  • 3F
    Leased employees
    Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
  • 3H
    Controlled group member
    Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped
No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II
Admin total
$350K
$7 / participant
  • Other / not subdivided$350K100.0%
% of EOY assets
0.004%
all-in expense ratio
Categories reported
0 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm
ERNST & YOUNG LLP
Auditor EIN
346565596
Audit fees
(not subdivided)
Opinion code
Unqualified