How big is Intel Corporation's plan?

Intel Corporation's plan reported $544.3M in assets for 2024.

Original filing (PDF)20250917190835NAL0000796240001

Intel Corporation

Name: Intel Corporation — Intel Corporation Retiree, Form 5500 (2024)
Creator: Intel Corporation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Intel Corporation Retiree Medical Plan

Health & welfare plan · Intel Corporation's Intel Corporation Retiree Medical Plan reported $544.3M in plan assets in 2024, with Businessolver as recordkeeper.

Signals · 2

50% employer stock12 service providers

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$544.3M

Net assets (EOY)

$496.5M

People on this filing

Heather Wilson signed Intel Corporation's 2024 Form 5500 as plan administrator.

Heather Wilson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Intel Corporation's EIN is 94-1672743.

EIN 94-1672743

Plan number 526

Plan year 2024

ACK ID 20250917190835NAL0000796240001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Intel Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Intel Corporation's plan includes health coverage, vision coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INTEL CORPORATION.

Finding similar companies…

How this plan invests

This plan

719 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 80% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

Plan health

n/a

Vendor & structure

Knocking points off

Total administrative cost in the bottom quartile of peers (0th percentile).
Fragmented vendor stack (12 disclosed providers, 7 categories).

Helping the score

Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

INTEL CORPORATION

EIN

all filings

Address

4500 S DOBSON ROAD · M/S OC2-263 · CHANDLER, AZ · 85248

Phone

(480) 723-6594

Industry

Manufacturing

Plan administrator

Name

INTEL CORPORATION BENEFITS ADMINISTRATIVE COMMITTEE

EIN

36-4660693

City

CHANDLER, AZ

Phone

(480) 723-6594

Plan characteristics

Plan number

526

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-17

Welfare benefit codes

4A · Health (other than dental or vision)

4E · Vision

4Q · Other

Audit & trust (Schedule H)

Auditor

CROWE LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

12 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
BUSINESSOLVER	42-1503807	—	RECORD KEEPER	$657K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

719 direct securities· $535.3M(98% of reported assets)

Common Stocks

$266.8M

432 holdings

Bonds / Notes

$242.7M

235 holdings

Other securities

$13.2M

41 holdings

Cash / Money Market

$8.1M

1 holding

U.S. Treasuries

$3.2M

6 holdings

Mutual Funds

$676K

2 holdings

Corporate Bonds

$480K

1 holding

Preferred Stocks

$259K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

JPMorgan$9.1M BlackRock / iShares$8.1M Goldman Sachs$4.5M Wells Fargo / Allspring$3.8M Morgan Stanley$1.4M Schwab$592K Nationwide$280K Voya$215K Fidelity$84K

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					% of plan
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ALPHABET INC	Common Stocks	—	$1.1M	$8.7M	1.6%
AMAZON.COM INC	Common Stocks	—	$695K	$8.6M	1.6%
Money Market Funds BLACKROCK FEDFUND INSTITUTIONAL	Cash / Money Market	—	$8.1M	$8.1M	1.5%
META PLATFORMS INC	Common Stocks	—	$504K	$5.4M	1.0%
GE CAPITAL INTERNATIONAL FUNDI 4.418% 11/15/2035 DD 05/15/16	Bonds / Notes	—	$6.5M	$5.2M	1.0%
BAT CAPITAL CORP 4.390% 08/15/2037 DD 08/15/18	Bonds / Notes	—	$6.0M	$4.9M	0.9%
TESLA INC	Common Stocks	—	$220K	$4.8M	0.9%
U S TREASURY BD PRIN STRIP 0.000% 08/15/2051 DD 08/16/21	Bonds / Notes	—	$10.0M	$4.7M	0.9%
BROADCOM INC	Common Stocks	—	$158K	$4.2M	0.8%
JPMORGAN CHASE & CO	Common Stocks	—	$902K	$4.1M	0.8%
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AT&T INC 4.300% 12/15/2042 DD 06/15/13	Bonds / Notes	—	$4.2M	$3.1M	0.6%
ANHEUSER-BUSCH INBEV WORLDWIDE 5.450% 01/23/2039 DD 01/23/19	Bonds / Notes	—	$3.7M	$3.0M	0.5%
UNITEDHEALTH GROUP INC 5.375% 04/15/2054 DD 03/21/24	Bonds / Notes	—	$3.3M	$3.0M	0.5%
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ELI LILLY & CO	Common Stocks	—	$185K	$2.9M	0.5%
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BARRICK NORTH AMERICA FINANCE 5.700% 05/30/2041 DD 06/01/11	Bonds / Notes	—	$3.7M	$2.7M	0.5%
RTX CORP 6.400% 03/15/2054 DD 11/08/23	Bonds / Notes	—	$3.6M	$2.6M	0.5%
VERIZON COMMUNICATIONS INC 4.862% 08/21/2046 DD 02/21/15	Bonds / Notes	—	$3.7M	$2.6M	0.5%
APPLE INC 4.650% 02/23/2046 DD 02/23/16	Bonds / Notes	—	$3.5M	$2.5M	0.5%
UNITEDHEALTH GROUP INC	Common Stocks	—	$322K	$2.5M	0.5%
CIGNA GROUP/THE 4.800% 08/15/2038 DD 08/15/19	Bonds / Notes	—	$3.2M	$2.5M	0.5%
COSTCO WHOLESALE CORP	Common Stocks	—	$295K	$2.5M	0.5%
HOME DEPOT INC/THE	Common Stocks	—	$439K	$2.4M	0.4%
HSBC HOLDINGS PLC 6.500% 09/15/2037 DD 09/12/07	Bonds / Notes	—	$3.1M	$2.4M	0.4%
MIDAMERICAN ENERGY CO 5.850% 09/15/2054 DD 09/07/23	Bonds / Notes	—	$2.4M	$2.4M	0.4%
COMCAST CORP 2.937% 11/01/2056 DD 05/01/22	Bonds / Notes	—	$2.5M	$2.3M	0.4%
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GOLDMAN SACHS GROUP INC/THE 6.750% 10/01/2037 DD 10/03/07	Bonds / Notes	—	$2.7M	$2.2M	0.4%
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ANHEUSER-BUSCH COS LLC / ANHEU 4.900% 02/01/2046 DD 02/01/19	Bonds / Notes	—	$2.6M	$2.0M	0.4%
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SUNCOR ENERGY INC 5.950% 12/01/2034 DD 12/01/03	Bonds / Notes	—	$2.3M	$2.0M	0.4%
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1–50 of 719

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