401(k) · DOL Form 5500 · 2022

Ims Marketing, Inc. Dba Insurance Management Services 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
98
Participants Small participant base
64th
Percentile by assets National rank
$95,559
Avg per participant Below avg balance/head
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Official DOL plan name: Insurance Management Services 401(k) Plan · Sponsored by Ims Marketing, Inc. Dba Insurance Management Services · Texas · Finance & Insurance

$9M in assets, 98 participants

Ims Marketing, Inc. Dba Insurance Management Services's Insurance Management Services 401(k) Plan reported $9M in total assets and 98 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,348 in Finance & Insurance (9,261 peers)

Ims Marketing, Inc. Dba Insurance Management Services multi-year trail

Ims Marketing, Inc. Dba Insurance Management Services's plans moved -30.3% in assets from 2022 to 2024; this filing shows Insurance Management Services 401(k) Plan at $9M / 98 participants.

#4,348
in Finance & Insurance (9,261 peers)
-14.4%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Insurance Management Services 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

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

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

$9,364,787 Top 36% higher than 64% 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

Insurance Management Services 401(k) 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. Insurance Management Services 401(k) Plan is a small filing (98 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 752355889 · Ims Marketing, Inc. Dba Insurance Management Services PY 2022 · 401(k)

Insurance Management Services 401(k) Plan · $9M · 98 · 64th

  • BOY $9M
  • SCH 98
  • EBSA 64th
  • PART 401(k)
  • TYPE near Lafayette Group Inc. 401(k) Plan
  • NET ind #4348

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 Texas →

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

Bopp-Busch Manufacturing Co. 401(k) PlanBopp-Busch Manufacturing Co.…$9MInsurance Management Services 401(k) PlanInsurance Management Service…$9MLafayette Group Inc. 401(k) PlanLafayette Group Inc. 401(k) …$9MPhoenix Processor Retirement Savings PlanPhoenix Processor Retirement…$9MSierra-Cascade Nursery, Inc. 401(k) Profit Sharing PlanSierra-Cascade Nursery, Inc.…$9M
End-of-year total assets ($M) among Insurance Management Services 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ims Marketing, Inc. Dba Insurance Management Services multi-year asset trail

Sponsor-wide plan assets over time

All Ims Marketing, Inc. Dba Insurance Management Services plans reported in each filing year

Latest sponsor-wide plan assets
$7M 30.342419961073325% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $9.36M $6.52M ▼ -30.3%
Year Plans Participants Total Assets
2022 1 98 $9M
2023 1 86 $10M
2024 1 103 $7M

Ims Marketing, Inc. Dba Insurance Management Services filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$9M
Net Income-$2M
Employer EIN752355889
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Insurance Management Services 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Insurance Management Services 401(k) Plan, Total assets ($B): 0.009364787 · Participants: 98Insurance Management Services 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Insurance Management Services 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Insurance Management Services 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Lafayette Group Inc. 401(k) Plan in VA ($9M); by covered participants it is Sierra7 401(k) Plan in VA (98 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (98 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 Insurance Management Services 401(k) Plan assets move in 2022? ▼
Insurance Management Services 401(k) Plan pulled back noticeably - down 14.4% during 2022, from $11M to $9M. Reported net income was -$2M.
How have Ims Marketing, Inc. Dba Insurance Management Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ims Marketing, Inc. Dba Insurance Management Services's sponsor-wide assets declined 30.3%, from $9M to $7M.
Which 401(k) plans are similar in size to Insurance Management Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lafayette Group Inc. 401(k) Plan in VA ($9M, 174 participants).
Which 401(k) plans cover a similar participant headcount to Insurance Management Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sierra7 401(k) Plan in VA (98 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 752355889.

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.