Defined Benefit (Pension) · DOL Form 5500 · 2022

Intermed, Ltd. Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
6
Participants Small participant base
35th
Percentile by assets National rank
$355,951
Avg per participant High balance/head
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Official DOL plan name: Intermed Ltd. Defined Benefit Plan and Trust · Sponsored by Intermed, Ltd. · Illinois · Healthcare & Social Assistance

$2M in assets, 6 participants

Intermed, Ltd.'s Intermed Ltd. Defined Benefit Plan and Trust reported $2M in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #7,288 in Healthcare & Social Assistance (20,060 peers)

Intermed, Ltd. multi-year trail

Intermed, Ltd.'s plans moved +54.1% in assets from 2022 to 2024; this filing shows Intermed Ltd. Defined Benefit Plan and Trust at $2M / 6 participants.

#7,288
in Healthcare & Social Assistance (20,060 peers)
-19.0%
assets change YoY

The plan reported a net loss of $502K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Intermed Ltd. Defined Benefit Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Intermed Ltd. Defined Benefit Plan and Trust vs every filed plan by assets

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

$2,135,707 35th percentile higher than 35% 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

Intermed Ltd. Defined Benefit Plan and Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Intermed Ltd. Defined Benefit Plan and Trust is a micro filing (6 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 362692432 · Intermed, Ltd. PY 2022 · Defined Benefit (Pension)

Intermed Ltd. Defined Benefit Plan and Trust · $2M · 6 · 35th

  • EIN $2M
  • EIN 6
  • EIN 35th
  • EIN Defined Benefit (Pension)
  • EIN near Jon P. Kelly Md, a Medical Corporation Defined Benefit Pension Plan
  • EIN ind #7288

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 Illinois →

Intermed Ltd. Defined Benefit Plan and Trust in the asset neighbourhood

Intermed Ltd. Defined Benefit Plan and TrustIntermed Ltd. Defined Benefi…$2MJon P. Kelly Md, a Medical Corporation Defined Benefit Pension PlanJon P. Kelly Md, a Medical C…$2MVirendra Kumar Agarwal, Md, PA Defined Benefit Pension PlanVirendra Kumar Agarwal, Md, …$2MJenny V. Wang, D.D.S., II, L.L.C. Defined Benefit PlanJenny V. Wang, D.D.S., II, L…$2MKieran Equities Pension Plan$2M
End-of-year total assets ($M) among Intermed Ltd. Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Intermed, Ltd. multi-year asset trail

Sponsor-wide plan assets over time

All Intermed, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 54.10591149567745% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.66M $5.64M ▲ +54.1%
Year Plans Participants Total Assets
2022 2 12 $4M
2023 2 12 $5M
2024 2 12 $6M

Intermed, Ltd. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$502K
Employer EIN362692432
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Illinois

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Intermed Ltd. Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1001020304050 Total assets ($B) Participants Intermed Ltd. Defined Benefit Plan and Trust, Total assets ($B): 0.002135707 · Participants: 6Intermed Ltd. Defined Benefit Plan and TrustCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 42.629770802 · Participants: 50096Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 32.129102809 · Participants: 49052State Farm Insurance Companies Retirement Plan for United States EmployeesUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.958716532 · Participants: 20170United Food & Commercial Workers Intl Union - Industry Pension FundJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.304502684 · Participants: 0John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 6.770339506 · Participants: 16809Abbott Laboratories Annuity Retirement Plan
Intermed Ltd. Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants

Intermed Ltd. Defined Benefit Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Jon P. Kelly Md, a Medical Corporation Defined Benefit Pension Plan in CA ($2M); by covered participants it is Wuiteng Koh, Dds, Ms, Ps Defined Benefit Plan in WA (6 participants). Same-state nearby plans are listed separately above.

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 Intermed Ltd. Defined Benefit Plan and Trust assets move in 2022?
Intermed Ltd. Defined Benefit Plan and Trust declined sharply - down 19.0% during 2022, from $3M to $2M. Reported net income was -$502K.
How have Intermed, Ltd. plan assets changed over time?
Across 3 plan years on file (2022-2024), Intermed, Ltd.'s sponsor-wide assets grew 54.1%, from $4M to $6M.
Which Defined Benefit (Pension) plans are similar in size to Intermed Ltd. Defined Benefit Plan and Trust?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Jon P. Kelly Md, a Medical Corporation Defined Benefit Pension Plan in CA ($2M, 4 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Intermed Ltd. Defined Benefit Plan and Trust?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Wuiteng Koh, Dds, Ms, Ps Defined Benefit Plan in WA (6 participants, N/A in assets).