Defined Benefit (Pension) · DOL Form 5500 · 2022
Independent Health Association, Inc. Pension Plan
Data updated 2026-08-25
- $83M
- Total assets Below avg plan size
- 416
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $198,732
- Avg per participant Above avg balance/head
Official DOL plan name: Independent Health Association Inc Defined Benefit Plan and Trust · Sponsored by Independent Health Association, Inc. · New York · Finance & Insurance
$83M in assets, 416 participants
Independent Health Association, Inc.'s Independent Health Association Inc Defined Benefit Plan and Trust reported $83M in total assets and 416 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.
- #8,021 in Finance & Insurance (9,261 peers)
Where Independent Health Association Inc Defined Benefit Plan and Trust sits by assets
Independent Health Association Inc Defined Benefit Plan and Trust sits in the top 10% of all filed plans by assets, $83M for 416 participants (~$198,732/participant), down 22.2% in 2022.
- #8,021
- in Finance & Insurance (9,261 peers)
- -22.2%
- assets change YoY
- 0.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $24M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Independent Health Association Inc Defined Benefit Plan and Trust's outsized position by total assets
Independent Health Association Inc Defined Benefit Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$82,672,618 Top 8% higher than 92% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Independent Health Association Inc Defined Benefit Plan and Trust among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Independent Health Association Inc Defined Benefit Plan and Trust sits mid-pack in the medium band (416 participants).
Plan-year Form 5500 strip
Filing strip 161080163 · Independent Health Association, Inc. PY 2022 · Defined Benefit (Pension)
Independent Health Association Inc Defined Benefit Plan and Trust · $83M · 416 · 92nd
- BOOK $83M
- BOOK 416
- BOOK 92nd
- BOOK Defined Benefit (Pension)
- BOOK near Iron Workers Local #397 Pension Fund
- BOOK ind #8021
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 Association Inc Defined Benefit Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $106M |
|---|---|
| Net Assets (End of Year) | $83M |
| Net Income | -$24M |
| Employer EIN | 161080163 |
| Plan Effective Date | 1981-01-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,990 | $256M |
| 2023 | 2 | 2,034 | $301M |
| 2024 | 2 | 2,024 | $336M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.5B · 16,431
- Consolidated Edison Retirement Plan $15.8B · 11,303
- Pepsico Employees Retirement Plan I $7.7B · 11,386
- New York State Nurses Association Pension Plan $5.0B · 18,592
- New York District Council of Carpenters Pension Pl $4.8B · 11,318
Independent Health Association Inc Defined Benefit Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Iron Workers Local #397 Pension Fund in TN ($83M); by covered participants it is Pension Plan for Salaried Employees of Alcon in TX (416 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($83M here).
Similar participant headcount
Nearest other-state filings by covered participants (416 participants); asset peers above are excluded.
- Pension Plan for Salaried Employees of Alcon (TX) 416 · 0 off
- Steelworkers Western Independent Shops Pension Plan (CA) 416 · 0 off
- Teamsters Local No. 35 Pension Plan (NJ) 415 · 1 off
- Service Federal Credit Union Retirement Pension Plan (NH) 417 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.