401(k) · DOL Form 5500 · 2022

Independent Health Association, Inc. 401(k) Plan

Data updated 2026-08-25

$174M
Total assets Near avg plan size
1,574
Participants Near avg headcount
95th
Percentile by assets National rank
$110,426
Avg per participant Below avg balance/head
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Official DOL plan name: Independent Health 401(k) Retirement Savings Plan · Sponsored by Independent Health Association, Inc. · New York · Finance & Insurance

$174M in assets, 1,574 participants

Independent Health Association, Inc.'s Independent Health 401(k) Retirement Savings Plan reported $174M in total assets and 1,574 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #8,510 in Finance & Insurance (9,261 peers)

Where Independent Health 401(k) Retirement Savings Plan sits by assets

Independent Health 401(k) Retirement Savings Plan sits in the top 5% of all filed plans by assets, $174M for 1,574 participants (~$110,426/participant), down 15.4% in 2022.

#8,510
in Finance & Insurance (9,261 peers)
-15.4%
assets change YoY
1.7×
vs typical plan assets (national mean)

The plan reported a net loss of $32M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Independent Health 401(k) Retirement Savings Plan's outsized position by total assets

Independent Health 401(k) Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$173,811,202 Top 5% higher than 95% of 139,123 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 2022

Independent Health 401(k) Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Independent Health 401(k) Retirement Savings Plan lands in the large band (1,574 participants).

Published 5500 schedule card

Filing strip 161080163 · Independent Health Association, Inc. PY 2022 · 401(k)

Independent Health 401(k) Retirement Savings Plan · $174M · 1,574 · 95th

  • SCH $174M
  • EBSA 1,574
  • PART 95th
  • TYPE 401(k)
  • NET near The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan
  • BOOK ind #8510

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 Finance & Insurance retirement plans → · Plans in New York →

Independent Health 401(k) Retirement Savings Plan in the asset neighbourhood

Independent Health 401(k) Retirement Savings PlanIndependent Health 401(k) Re…$174MThe Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership PlanThe Leavitt Group Profit Sha…$174MAmeresco, Inc. 401(k) Plan$174MThe Np-USA Group Retirement PlanThe Np-USA Group Retirement …$174MKajima U.S.a. Inc. 401(k) and Profit Sharing PlanKajima U.S.a. Inc. 401(k) an…$174M
End-of-year total assets ($M) among Independent Health 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$205M
Net Assets (End of Year)$174M
Net Income-$32M
Employer EIN161080163
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Independent Health Association, Inc.)

Sponsor-wide plan assets over time

All Independent Health Association, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$336M 30.941699168391985% vs 2022
2024 filing year
$200M$250M$300M$350M 202220232024 $256M $336M ▲ +30.9%
Year Plans Participants Total Assets
2022 2 1,990 $256M
2023 2 2,034 $301M
2024 2 2,024 $336M

Nearby 401(k) Plans in New York

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

Independent Health 401(k) Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Independent Health 401(k) Retirement Savings Plan, Total assets ($B): 0.173811202 · Participants: 1574Independent Health 401(k) Retirement Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Independent Health 401(k) Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Independent Health 401(k) Retirement Savings Plan side-by-side with 3 peers →

Independent Health 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan in UT ($174M); by covered participants it is Consol Energy Inc. Investment Plan in PA (1,574 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,574 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Independent Health 401(k) Retirement Savings Plan assets move in 2022? ▼
Independent Health 401(k) Retirement Savings Plan declined sharply - down 15.4% during 2022, from $205M to $174M. Reported net income was -$32M.
How have Independent Health Association, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Independent Health Association, Inc.'s sponsor-wide assets grew 30.9%, from $256M to $336M.
Where does Independent Health 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Independent Health 401(k) Retirement Savings Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Independent Health 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan in UT ($174M, 2,505 participants).
Which 401(k) plans cover a similar participant headcount to Independent Health 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consol Energy Inc. Investment Plan in PA (1,574 participants, $192M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 161080163.

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.