Other · DOL Form 5500 · 2022
Intermountain Health Care, Inc. Retirement Plan
Data updated 2026-08-25
- $262M
- Total assets Near avg plan size
- 38,547
- Participants Very large workforce
- 96th
- Percentile by assets National rank
- $6,807
- Avg per participant Low balance/head
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.
- #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.
- #19,432
- in Healthcare & Social Assistance (20,060 peers)
- -17.3%
- assets change YoY
- 2.6×
- vs typical plan assets (national mean)
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.
Intermountain Healthcare Tax Deferred Savings 403(b) Plan's outsized position by total assets
Intermountain Healthcare Tax Deferred Savings 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$262,396,000 Top 4% higher than 96% 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
Intermountain Healthcare Tax Deferred Savings 403(b) Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Intermountain Healthcare Tax Deferred Savings 403(b) Plan is a mega filing (38,547 participants), the rightmost band on the breakdown.
DOL schedule card
Filing strip 870269232 · Intermountain Health Care, Inc. PY 2022 · Other
Intermountain Healthcare Tax Deferred Savings 403(b) Plan · $262M · 38,547 · 96th
- BOY $262M
- BOY 38,547
- BOY 96th
- BOY Other
- BOY near Gbmc, Inc. Voluntary 403(b) Plan
- BOY ind #19432
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 Utah →
Intermountain Healthcare Tax Deferred Savings 403(b) Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Intermountain Health Care, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10.6B 54.08212539627071% vs 2022
- 2024 filing year
| 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.
- 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)
Intermountain Healthcare Tax Deferred Savings 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Utah, the nearest Other by assets is Gbmc, Inc. Voluntary 403(b) Plan in MD ($262M); by covered participants it is Hcr Manorcare 403(b) Plan in OH (37,738 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($262M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (38,547 participants); asset peers above are excluded.
- Hcr Manorcare 403(b) Plan (OH) 37,738 · 809 off
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan (PA) 39,740 · 1,193 off
- The Retirement Savings Plan (NY) 39,938 · 1,391 off
- National Plus Plan (RI) 33,717 · 4,830 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.