Other · DOL Form 5500 · 2022
Intermountain Health Care, Inc. Retirement Plan
Data updated 2026-08-11
- $262M
- Total assets
- 38,547
- Participants
- 96th
- Percentile by assets
- $6,807
- Avg per participant
Official DOL plan name: Intermountain Healthcare Tax Deferred Savings 403(b) Plan · Sponsored by Intermountain Health Care, Inc. · Utah · Healthcare & Social Assistance
$262M in assets, 38,547 participants
Intermountain Health Care, Inc.'s Intermountain Healthcare Tax Deferred Savings 403(b) Plan reported $262M in total assets and 38,547 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 139,126 plans)
- #19,432 in Healthcare & Social Assistance (20,060 peers)
Coverage in Utah
Intermountain Healthcare Tax Deferred Savings 403(b) Plan covers 38,547 participants in Utah, 65x the typical Utah plan (state average ~592 per filing). Assets: $262M.
- $262M
- total plan assets (2022 EOY)
- 38,547
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $6,807
- avg assets per participant
The plan reported a net loss of $55M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Utah filers
In Utah, the average filing covers about 592 participants across 1,280 plans. Intermountain Healthcare Tax Deferred Savings 403(b) Plan reports 38,547 participants - 65x that state average ($262M EOY assets).
Utah filing particulars
| Total Assets (Beginning of Year) | $317M |
|---|---|
| Net Assets (End of Year) | $262M |
| Net Income | -$55M |
| Employer EIN | 870269232 |
| Plan Effective Date | 1992-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Intermountain Health Care, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 111,397 | $6.9B |
| 2023 | 3 | 116,391 | $9.5B |
| 2024 | 3 | 139,440 | $10.6B |
Nearby Other Plans in Utah
Peer Other plans, same state, same plan type, ranked by total assets.
Intermountain Healthcare Tax Deferred Savings 403(b) Plan vs. nearby Other plans in Utah, assets vs. participants
- Brigham Young University Tax-Deferred Annuity Plan $182M · 6,755
- Intermountain Ironworkers' Tax Deferral Plan $88M · 1,774
- Westminster College Defined Contribution Retirement Plan $79M · 349
- Children's Miracle Network 403(b) Plan $36M · 200
- Waterford School 403(b) Plan $27M · 301
Scale composition for Intermountain Healthcare Tax Deferred Savings 403(b) Plan
Intermountain Healthcare Tax Deferred Savings 403(b) Plan reports $262M in end-of-year assets across 38,547 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.041% of 93,925,755 covered participants) - about $6,807 per participant (5% of the national average assets-per-participant) . Net income for plan year 2022 was -$55M.
This plan identity (EIN 870269232, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $262M to $342M (+30.2%) while covered participants moved from 38,547 to 44,356 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 38,547 | $262M | This page |
| 2023 | 41,571 | $310M | Open filing |
| 2024 · index core | 44,356 | $342M | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Intermountain Health 401(k) Plan (401(k), $6.8B, 68,360 participants)
- Intermountain Healthcare Pension Plan (Defined Benefit (Pension), $3.4B, 26,724 participants)
- Intermountain Health 403(b) Plan (Other, $342M, 44,356 participants)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Intermountain Healthcare Tax Deferred Savings 403(b) Plan by total assets, not by location.
- Gbmc, Inc. Voluntary 403(b) Plan (MD) $262M · 4,276
- Ford Foundation Retirement Plan (NY) $262M · 97
- Kenyon College Defined Contribution and Tax Deferred Annuity Retirement Plan (OH) $262M · 629
- The Salk Institute Retirement Plan (CA) $264M · 880
Frequently Asked Questions
How did Intermountain Healthcare Tax Deferred Savings 403(b) Plan assets move in 2022? ▼
How have Intermountain Health Care, Inc. plan assets changed over time? ▼
Where does Intermountain Healthcare Tax Deferred Savings 403(b) Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Intermountain Healthcare Tax Deferred Savings 403(b) Plan's numbers.
- By total assets, Intermountain Healthcare Tax Deferred Savings 403(b) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Utah. Compare plans
- Intermountain Health Care, Inc.'s sponsor-wide assets have grown 54.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans