401(k) · DOL Form 5500 · 2022

Integrated Management Services 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
245
Participants Below avg headcount
75th
Percentile by assets National rank
$72,559
Avg per participant Below avg balance/head
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Official DOL plan name: Integrated Management Services 401(k) Plan · Sponsored by Integrated Management Services · Kentucky · Professional & Technical Services

$18M in assets, 245 participants

Integrated Management Services's Integrated Management Services 401(k) Plan reported $18M in total assets and 245 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #16,270 in Professional & Technical Services (21,562 peers)

Coverage in Kentucky

Integrated Management Services 401(k) Plan covers 245 participants in Kentucky, about 38% of the average Kentucky filer (state average ~647 per filing). Assets: $18M.

#16,270
in Professional & Technical Services (21,562 peers)
-16.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Integrated Management Services 401(k) Plan's outsized position by total assets

Integrated Management Services 401(k) Plan vs every filed plan by assets

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

$17,776,929 Top 25% higher than 75% 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

Integrated Management Services 401(k) Plan 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. Integrated Management Services 401(k) Plan sits mid-pack in the medium band (245 participants).

Form 5500 schedule snapshot

Filing strip 202474646 · Integrated Management Services PY 2022 · 401(k)

Integrated Management Services 401(k) Plan · $18M · 245 · 75th

  • PCT $18M
  • PCT 245
  • PCT 75th
  • PCT 401(k)
  • PCT near Jesco, Inc. Savings and Investment Plan
  • PCT ind #16270

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 Professional & Technical Services retirement plans → · Plans in Kentucky →

Integrated Management Services 401(k) Plan in the asset neighbourhood

Integrated Management Services 401(k) PlanIntegrated Management Servic…$18MJesco, Inc. Savings and Investment PlanJesco, Inc. Savings and Inve…$18MWac Lighting Co. 401(k) Profit Sharing PlanWac Lighting Co. 401(k) Prof…$18MBerkeley Lights. Inc. 401(k) PlanBerkeley Lights. Inc. 401(k)…$18MFirst State Bank of the Florida Keys Profit Sharing Retirement PlanFirst State Bank of the Flor…$18M
End-of-year total assets ($M) among Integrated Management Services 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$18M
Net Income-$4M
Employer EIN202474646
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Integrated Management Services)

Sponsor-wide plan assets over time

All Integrated Management Services plans reported in each filing year

Latest sponsor-wide plan assets
$21M 17.804188788738482% vs 2022
2024 filing year
$17M$18M$19M$20M$21M$22M 202220232024 $17.8M $20.9M ▲ +17.8%
Year Plans Participants Total Assets
2022 1 245 $18M
2023 1 217 $20M
2024 1 200 $21M

Nearby 401(k) Plans in Kentucky

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

Integrated Management Services 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Integrated Management Services 401(k) Plan, Total assets ($B): 0.017776929 · Participants: 245Integrated Management Services 401(k) PlanHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
Integrated Management Services 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Integrated Management Services 401(k) Plan side-by-side with 3 peers →

Integrated Management Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Jesco, Inc. Savings and Investment Plan in NJ ($18M); by covered participants it is Moyer & Son, Inc. 401(k) Plan in PA (245 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (245 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 Integrated Management Services 401(k) Plan assets move in 2022? ▼
Integrated Management Services 401(k) Plan declined sharply - down 16.8% during 2022, from $21M to $18M. Reported net income was -$4M.
How have Integrated Management Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Integrated Management Services's sponsor-wide assets grew 17.8%, from $18M to $21M.
Where does Integrated Management Services 401(k) Plan rank by assets among Form 5500 filers? ▼
Integrated Management Services 401(k) Plan ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Integrated Management Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jesco, Inc. Savings and Investment Plan in NJ ($18M, 188 participants).
Which 401(k) plans cover a similar participant headcount to Integrated Management Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Moyer & Son, Inc. 401(k) Plan in PA (245 participants, $15M 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 202474646.

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.