401(k) · DOL Form 5500 · 2022

Independence Holding Company 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
195
Participants Below avg headcount
83rd
Percentile by assets National rank
$156,749
Avg per participant Above avg balance/head
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Official DOL plan name: Independence Holding Company Retirement Plan · Sponsored by Independence Holding Company · Connecticut · Finance & Insurance

$31M in assets, 195 participants

Independence Holding Company's Independence Holding Company Retirement Plan reported $31M in total assets and 195 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,719 in Finance & Insurance (9,261 peers)

Coverage in Connecticut

Independence Holding Company Retirement Plan covers 195 participants in Connecticut, about 27% of the average Connecticut filer (state average ~718 per filing). Assets: $31M.

#6,719
in Finance & Insurance (9,261 peers)
-42.0%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $22M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Independence Holding Company Retirement Plan's outsized position by total assets

Independence Holding Company Retirement Plan vs every filed plan by assets

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

$30,566,150 Top 17% higher than 83% 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

Independence Holding Company Retirement 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. Independence Holding Company Retirement Plan sits mid-pack in the medium band (195 participants).

EBSA filing schedule strip

Filing strip 581407235 · Independence Holding Company PY 2022 · 401(k)

Independence Holding Company Retirement Plan · $31M · 195 · 83rd

  • NET $31M
  • BOOK 195
  • VS-ST 83rd
  • BOY 401(k)
  • SCH near Mchugh Enterprises, Inc. 401(k) Plan
  • EBSA ind #6719

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 Connecticut →

Independence Holding Company Retirement Plan in the asset neighbourhood

Independence Holding Company Retirement PlanIndependence Holding Company…$31MMchugh Enterprises, Inc. 401(k) PlanMchugh Enterprises, Inc. 401…$31MLiving Spaces Furniture, LLC 401(k) PlanLiving Spaces Furniture, LLC…$31MArora and Associates, P.C. Pension PlanArora and Associates, P.C. P…$31MFirst Financial Resources, Inc. Profit Sharing Plan and TrustFirst Financial Resources, I…$31M
End-of-year total assets ($M) among Independence Holding Company Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Connecticut filing particulars

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$31M
Net Income-$22M
Employer EIN581407235
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Independence Holding Company)

Sponsor-wide plan assets over time

All Independence Holding Company plans reported in each filing year

Latest sponsor-wide plan assets
$37M 20.333964205501836% vs 2022
2024 filing year
$28M$30M$32M$34M$36M$38M 202220232024 $30.6M $36.8M ▲ +20.3%
Year Plans Participants Total Assets
2022 1 195 $31M
2023 1 159 $35M
2024 1 158 $37M

Nearby 401(k) Plans in Connecticut

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

Independence Holding Company Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Independence Holding Company Retirement Plan, Total assets ($B): 0.03056615 · Participants: 195Independence Holding Company Retirement PlanUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Independence Holding Company Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Independence Holding Company Retirement Plan side-by-side with 3 peers →

Independence Holding Company Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Mchugh Enterprises, Inc. 401(k) Plan in IL ($31M); by covered participants it is Antares Pharma, Inc. Employee Savings Plan in NJ (195 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (195 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 Independence Holding Company Retirement Plan assets move in 2022? ▼
Independence Holding Company Retirement Plan contracted severely - down 42.0% during 2022, from $53M to $31M. Reported net income was -$22M.
How have Independence Holding Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Independence Holding Company's sponsor-wide assets grew 20.3%, from $31M to $37M.
Where does Independence Holding Company Retirement Plan rank by assets among Form 5500 filers? ▼
Independence Holding Company Retirement Plan ranks in the 83rd 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 Independence Holding Company Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mchugh Enterprises, Inc. 401(k) Plan in IL ($31M, 169 participants).
Which 401(k) plans cover a similar participant headcount to Independence Holding Company Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Antares Pharma, Inc. Employee Savings Plan in NJ (195 participants, N/A 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 581407235.

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.