ESOP · DOL Form 5500 · 2022
Immediate Health Associates, Inc. ESOP
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 90
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $135,316
- Avg per participant Near avg balance/head
Official DOL plan name: Immediate Health Employee Stock Ownership Plan · Sponsored by Immediate Health Associates, Inc. · Ohio · Healthcare & Social Assistance
$12M in assets, 90 participants
Immediate Health Associates, Inc.'s Immediate Health Employee Stock Ownership Plan reported $12M in total assets and 90 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.
- #14,806 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Immediate Health Employee Stock Ownership Plan pulled back noticeably 8.2% in 2022 ($13M → $12M) for 90 participants.
- #14,806
- in Healthcare & Social Assistance (20,060 peers)
- -8.2%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Immediate Health Employee Stock Ownership Plan's outsized position by total assets
Immediate Health Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$12,178,455 Top 31% higher than 69% 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
Immediate Health Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Immediate Health Employee Stock Ownership Plan is a small filing (90 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 311204097 · Immediate Health Associates, Inc. PY 2022 · ESOP
Immediate Health Employee Stock Ownership Plan · $12M · 90 · 69th
- ASSETS $12M
- PCT 90
- EIN 69th
- RANK ESOP
- PHOTO near Krofam, Inc. & Subsidiaries Employee Stock Ownership Plan & Trust
- IND ind #14806
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 What is an ESOP? → · Plans in Ohio →
Immediate Health Employee Stock Ownership Plan in the asset neighbourhood
Immediate Health Associates, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Immediate Health Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 1.8667247455911011% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 182 | $33M |
| 2023 | 2 | 202 | $36M |
| 2024 | 2 | 198 | $34M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$1M |
| Employer EIN | 311204097 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Ohio
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $22.0B · 30,782
- The Garland Industries, Inc. Employee Stock Ownership Plan & Trust $1.4B · 1,000
- Advanced Drainage Systems, Inc. Employee Stock Ownership Plan $559M · 3,337
- Messer Inc. Employee Stock Ownership Plan $557M · 808
- Cleveland Steel Container Corporation Employee Stock Ownership Plan $445M · 407
Immediate Health Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Ohio, the nearest ESOP by assets is Krofam, Inc. & Subsidiaries Employee Stock Ownership Plan & Trust in SD ($12M); by covered participants it is Bna Bank Employee Stock Ownership Plan in MS (90 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Krofam, Inc. & Subsidiaries Employee Stock Ownership Plan & Trust (SD) $12M · 59
- First National Bank of Eastern Arkansas Employee Stock Ownership Plan (AR) $12M · 110
- Airco Mechanical, Inc. Stock Bonus Employee Stock Ownership Plan (CA) $12M · 49
- G2 Software Systems, Inc. Employee Stock Ownership Plan (CA) $12M · 113
Similar participant headcount
Nearest other-state filings by covered participants (90 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.