401(k) · DOL Form 5500 · 2022

The Institute for Family Health 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
1,200
Participants Near avg headcount
78th
Percentile by assets National rank
$17,758
Avg per participant Low balance/head
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Official DOL plan name: The Institute for Family Health Retirement Plan · Sponsored by The Institute for Family Health · New York · Healthcare & Social Assistance

$21M in assets, 1,200 participants

The Institute for Family Health's The Institute for Family Health Retirement Plan reported $21M in total assets and 1,200 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #16,371 in Healthcare & Social Assistance (20,060 peers)

Where The Institute for Family Health Retirement Plan sits by assets

The Institute for Family Health Retirement Plan sits in the top quartile of all filed plans by assets, $21M for 1,200 participants (~$17,758/participant), up 2.9% in 2022.

#16,371
in Healthcare & Social Assistance (20,060 peers)
+2.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

The Institute for Family Health Retirement Plan's outsized position by total assets

The Institute for Family Health Retirement Plan vs every filed plan by assets

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

$21,310,035 Top 22% higher than 78% 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

The Institute for Family Health Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Institute for Family Health Retirement Plan lands in the large band (1,200 participants).

DOL schedule card

Filing strip 133273402 · The Institute for Family Health PY 2022 · 401(k)

The Institute for Family Health Retirement Plan · $21M · 1,200 · 78th

  • NET $21M
  • BOOK 1,200
  • VS-ST 78th
  • BOY 401(k)
  • SCH near Spirol 401(k) Savings/Retirement Plan
  • EBSA ind #16371

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

The Institute for Family Health Retirement Plan in the asset neighbourhood

The Institute for Family Health Retirement PlanThe Institute for Family Hea…$21MSpirol 401(k) Savings/Retirement PlanSpirol 401(k) Savings/Retire…$21MLone Star Circle of Care 403(b) Employees' Retirement PlanLone Star Circle of Care 403…$21MHotelbeds Retirement Plan$21MWiedner & Mcauliffe, Ltd. 401(k) Profit Sharing Plan & TrustWiedner & Mcauliffe, Ltd. 40…$21M
End-of-year total assets ($M) among The Institute for Family Health Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$21M
Net Income$606K
Employer EIN133273402
Plan Effective Date2018-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Institute for Family Health)

Sponsor-wide plan assets over time

All The Institute for Family Health plans reported in each filing year

Latest sponsor-wide plan assets
$39M 82.5391136147829% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $21.3M $38.9M ▲ +82.5%
Year Plans Participants Total Assets
2022 1 1,200 $21M
2023 1 1,401 $30M
2024 1 1,393 $39M

Nearby 401(k) Plans in New York

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

The Institute for Family Health Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants The Institute for Family Health Retirement Plan, Total assets ($B): 0.021310035 · Participants: 1200The Institute for Family Health Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
The Institute for Family Health Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Institute for Family Health Retirement Plan side-by-side with 3 peers →

The Institute for Family Health Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Spirol 401(k) Savings/Retirement Plan in CT ($21M); by covered participants it is Neogen 401(k) Retirement Savings Plan in MI (1,200 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,200 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 The Institute for Family Health Retirement Plan assets move in 2022? ▼
The Institute for Family Health Retirement Plan edged up modestly - up 2.9% during 2022, from $21M to $21M. Reported net income was $606K.
How have The Institute for Family Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Institute for Family Health's sponsor-wide assets grew 82.5%, from $21M to $39M.
Where does The Institute for Family Health Retirement Plan rank by assets among Form 5500 filers? ▼
The Institute for Family Health Retirement Plan ranks in the 78th 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 The Institute for Family Health Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Spirol 401(k) Savings/Retirement Plan in CT ($21M, 264 participants).
Which 401(k) plans cover a similar participant headcount to The Institute for Family Health Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Neogen 401(k) Retirement Savings Plan in MI (1,200 participants, $81M 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 133273402.

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.