ESOP · DOL Form 5500 · 2022

Independence Holdings, Inc. ESOP

Data updated 2026-08-25

$56M
Total assets Below avg plan size
67
Participants Small participant base
89th
Percentile by assets National rank
$841,869
Avg per participant High balance/head
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Official DOL plan name: Independence Holdings, Inc. Ihi Employee Stock Ownership Plan · Sponsored by Independence Holdings, Inc. · Florida · Finance & Insurance

$56M in assets, 67 participants

Independence Holdings, Inc.'s Independence Holdings, Inc. Ihi Employee Stock Ownership Plan reported $56M in total assets and 67 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,617 in Finance & Insurance (9,261 peers)

Where Independence Holdings, Inc. Ihi Employee Stock Ownership Plan sits by assets

Independence Holdings, Inc. Ihi Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $56M for 67 participants (~$841,869/participant), up 2.8% in 2022.

#7,617
in Finance & Insurance (9,261 peers)
+2.8%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Independence Holdings, Inc. Ihi Employee Stock Ownership Plan's outsized position by total assets

Independence Holdings, Inc. Ihi Employee Stock Ownership Plan vs every filed plan by assets

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

$56,405,202 Top 11% higher than 89% 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 Holdings, Inc. Ihi 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. Independence Holdings, Inc. Ihi Employee Stock Ownership Plan is a small filing (67 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 461560334 · Independence Holdings, Inc. PY 2022 · ESOP

Independence Holdings, Inc. Ihi Employee Stock Ownership Plan · $56M · 67 · 89th

  • IND $56M
  • EOY 67
  • 5500 89th
  • ASSETS ESOP
  • PCT near Component Plastics, Inc. Employee Stock Ownership Plan & Trust
  • EIN ind #7617

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 Florida →

Independence Holdings, Inc. Ihi Employee Stock Ownership Plan in the asset neighbourhood

Cameron Manufacturing & Design, Inc. Employee Stock Ownership PlanCameron Manufacturing & Desi…$57MPeak Holdings Corporation Employee Stock Ownership PlanPeak Holdings Corporation Em…$57MIndependence Holdings, Inc. Ihi Employee Stock Ownership PlanIndependence Holdings, Inc. …$56MComponent Plastics, Inc. Employee Stock Ownership Plan & TrustComponent Plastics, Inc. Emp…$56MVenture Construction Company Employee Stock Ownership PlanVenture Construction Company…$56M
End-of-year total assets ($M) among Independence Holdings, Inc. Ihi Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$55M
Net Income$2M
Employer EIN461560334
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Independence Holdings, Inc.)

Sponsor-wide plan assets over time

All Independence Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$57M 1.8418620325125332% vs 2022
2024 filing year
$45M$50M$55M$60M 202220232024 $56.4M $57.4M ▲ +1.8%
Year Plans Participants Total Assets
2022 1 67 $56M
2023 1 69 $50M
2024 1 65 $57M

Nearby ESOP Plans in Florida

Peer ESOP plans, same state, same plan type, ranked by total assets.

Independence Holdings, Inc. Ihi Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Independence Holdings, Inc. Ihi Employee Stock Ownership Plan, Total assets ($B): 0.056405202 · Participants: 67Independence Holdings, Inc. Ihi Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.726925474 · Participants: 142486Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.661618269 · Participants: 14200Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.425498726 · Participants: 6258Thirty Fifteen Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.309502065 · Participants: 465Rsr Employee Stock Ownership PlanTeam Horner Employee Stock Ownership Plan, Total assets ($B): 0.217088578 · Participants: 448Team Horner Employee Stock Ownership Plan
Independence Holdings, Inc. Ihi Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Independence Holdings, Inc. Ihi Employee Stock Ownership Plan side-by-side with 3 peers →

Independence Holdings, Inc. Ihi Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Component Plastics, Inc. Employee Stock Ownership Plan & Trust in IL ($56M); by covered participants it is American Bank Employee Stock Ownership Plan in PA (67 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (67 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 Holdings, Inc. Ihi Employee Stock Ownership Plan assets move in 2022? ▼
Independence Holdings, Inc. Ihi Employee Stock Ownership Plan edged up modestly - up 2.8% during 2022, from $55M to $56M. Reported net income was $2M.
How have Independence Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Independence Holdings, Inc.'s sponsor-wide assets grew 1.8%, from $56M to $57M.
Where does Independence Holdings, Inc. Ihi Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Independence Holdings, Inc. Ihi Employee Stock Ownership Plan ranks in the 89th 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 ESOP plans are similar in size to Independence Holdings, Inc. Ihi Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Component Plastics, Inc. Employee Stock Ownership Plan & Trust in IL ($56M, 52 participants).
Which ESOP plans cover a similar participant headcount to Independence Holdings, Inc. Ihi Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is American Bank Employee Stock Ownership Plan in PA (67 participants, $790K 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 461560334.

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.