401(k) · DOL Form 5500 · 2022

INDEPENDENCEFIRST 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
1,271
Participants Near avg headcount
72nd
Percentile by assets National rank
$11,238
Avg per participant Low balance/head
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Official DOL plan name: Safe-Harbor 403(b) Thrift Plan of Independencefirst · Sponsored by INDEPENDENCEFIRST · Wisconsin · Healthcare & Social Assistance

$14M in assets, 1,271 participants

INDEPENDENCEFIRST's Safe-Harbor 403(b) Thrift Plan of Independencefirst reported $14M in total assets and 1,271 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #15,297 in Healthcare & Social Assistance (20,060 peers)

Coverage in Wisconsin

Safe-Harbor 403(b) Thrift Plan of Independencefirst covers 1,271 participants in Wisconsin, 2.3x the typical Wisconsin plan (state average ~563 per filing). Assets: $14M.

#15,297
in Healthcare & Social Assistance (20,060 peers)
-16.0%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Safe-Harbor 403(b) Thrift Plan of Independencefirst's outsized position by total assets

Safe-Harbor 403(b) Thrift Plan of Independencefirst vs every filed plan by assets

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

$14,283,169 Top 28% higher than 72% 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

Safe-Harbor 403(b) Thrift Plan of Independencefirst'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. Safe-Harbor 403(b) Thrift Plan of Independencefirst lands in the large band (1,271 participants).

Form 5500 schedule snapshot

Filing strip 391343425 · INDEPENDENCEFIRST PY 2022 · 401(k)

Safe-Harbor 403(b) Thrift Plan of Independencefirst · $14M · 1,271 · 72nd

  • PART $14M
  • PART 1,271
  • PART 72nd
  • PART 401(k)
  • PART near Esquire Deposition Solutions, LLC 401(k) Plan
  • PART ind #15297

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 Wisconsin →

Safe-Harbor 403(b) Thrift Plan of Independencefirst in the asset neighbourhood

Yuasa Battery, Inc. 401(k) Profit Sharing PlanYuasa Battery, Inc. 401(k) P…$14MSafe-Harbor 403(b) Thrift Plan of IndependencefirstSafe-Harbor 403(b) Thrift Pl…$14MEsquire Deposition Solutions, LLC 401(k) PlanEsquire Deposition Solutions…$14MPeak Industrial Inc. Retirement Savings PlanPeak Industrial Inc. Retirem…$14MColorado Retina Associates 401(k) PlanColorado Retina Associates 4…$14M
End-of-year total assets ($M) among Safe-Harbor 403(b) Thrift Plan of Independencefirst and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$14M
Net Income-$3M
Employer EIN391343425
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (INDEPENDENCEFIRST)

Sponsor-wide plan assets over time

All INDEPENDENCEFIRST plans reported in each filing year

Latest sponsor-wide plan assets
$18M 22.611081616411596% vs 2022
2024 filing year
$13M$14M$15M$16M$17M$18M 202220232024 $14.3M $17.5M ▲ +22.6%
Year Plans Participants Total Assets
2022 1 1,271 $14M
2023 1 1,271 $16M
2024 1 1,159 $18M

Nearby 401(k) Plans in Wisconsin

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

Safe-Harbor 403(b) Thrift Plan of Independencefirst vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Safe-Harbor 403(b) Thrift Plan of Independencefirst, Total assets ($B): 0.014283169 · Participants: 1271Safe-Harbor 403(b) Thrift Plan of IndependencefirstJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Safe-Harbor 403(b) Thrift Plan of Independencefirst vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Safe-Harbor 403(b) Thrift Plan of Independencefirst side-by-side with 3 peers →

Safe-Harbor 403(b) Thrift Plan of Independencefirst's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Esquire Deposition Solutions, LLC 401(k) Plan in GA ($14M); by covered participants it is Forman Mills, 401(k) Retirement Plan in NJ (1,271 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,271 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 Safe-Harbor 403(b) Thrift Plan of Independencefirst assets move in 2022? ▼
Safe-Harbor 403(b) Thrift Plan of Independencefirst declined sharply - down 16.0% during 2022, from $17M to $14M. Reported net income was -$3M.
How have INDEPENDENCEFIRST plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), INDEPENDENCEFIRST's sponsor-wide assets grew 22.6%, from $14M to $18M.
Which 401(k) plans are similar in size to Safe-Harbor 403(b) Thrift Plan of Independencefirst? ▼
Among 401(k) plans in other states, the closest by assets is Esquire Deposition Solutions, LLC 401(k) Plan in GA ($14M, 398 participants).
Which 401(k) plans cover a similar participant headcount to Safe-Harbor 403(b) Thrift Plan of Independencefirst? ▼
Among 401(k) plans in other states, the closest by covered participants is Forman Mills, 401(k) Retirement Plan in NJ (1,271 participants, $6M 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 391343425.

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.