401(k) · DOL Form 5500 · 2023

Ima North America Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
4
Participants Small participant base
38th
Percentile by assets National rank
$847,817
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ima Puerto Rico 1081.01(D) Retirement Plan · Sponsored by Ima North America Inc. · Massachusetts · Manufacturing

$3M in assets, 4 participants

Ima North America Inc.'s Ima Puerto Rico 1081.01(D) Retirement Plan reported $3M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #3,907 in Manufacturing (18,722 peers)

Ima North America Inc. multi-year trail

Ima North America Inc.'s plans moved +16.4% in assets from 2022 to 2024; this filing shows Ima Puerto Rico 1081.01(D) Retirement Plan at $3M / 4 participants.

#3,907
in Manufacturing (18,722 peers)
+22.0%
assets growth YoY

Ima Puerto Rico 1081.01(D) Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Ima Puerto Rico 1081.01(D) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,391,267 38th percentile higher than 38% of 127,068 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 2023

Ima Puerto Rico 1081.01(D) Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ima Puerto Rico 1081.01(D) Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ima Puerto Rico 1081.01(D) Retirement Plan reported net income rose from -$396K in the plan year 2022 filing to $611K in the plan year 2023 filing.
  • Ima Puerto Rico 1081.01(D) Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 061062686 · Ima North America Inc. PY 2023 · 401(k)

Ima Puerto Rico 1081.01(D) Retirement Plan · $3M · 4 · 38th

  • VS-ST $3M
  • BOY 4
  • SCH 38th
  • EBSA 401(k)
  • PART near Adf International Montana 401(k) Plan
  • TYPE ind #3907

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 Manufacturing retirement plans → · Plans in Massachusetts →

Ima Puerto Rico 1081.01(D) Retirement Plan in the asset neighbourhood

Ima Puerto Rico 1081.01(D) Retirement PlanIma Puerto Rico 1081.01(D) R…$3MAdf International Montana 401(k) PlanAdf International Montana 40…$3M403(b) Thrift Plan for Employees of Central City Community Health Center, Inc.403(b) Thrift Plan for Emplo…$3MMonticello Consulting Group in 401(k) Profit Sharing Plan & TrustMonticello Consulting Group …$3MVirginia Perio, Ltd. Profit Sharing PlanVirginia Perio, Ltd. Profit …$3M
End-of-year total assets ($M) among Ima Puerto Rico 1081.01(D) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ima North America Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ima North America Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 16.41382306624651% vs 2022
2024 filing year
$28M$30M$32M$34M 202220232024 $28.5M $33.2M ▲ +16.4%
Year Plans Participants Total Assets
2022 2 159 $29M
2023 2 157 $30M
2024 2 164 $33M

Ima North America Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$611K
Employer EIN061062686
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Ima Puerto Rico 1081.01(D) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Ima Puerto Rico 1081.01(D) Retirement Plan, Total assets ($B): 0.003391267 · Participants: 4Ima Puerto Rico 1081.01(D) Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Ima Puerto Rico 1081.01(D) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Ima Puerto Rico 1081.01(D) Retirement Plan side-by-side with 3 peers →

Ima Puerto Rico 1081.01(D) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Adf International Montana 401(k) Plan in MT ($3M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ima Puerto Rico 1081.01(D) Retirement Plan assets move in 2023? ▼
Ima Puerto Rico 1081.01(D) Retirement Plan grew sharply - up 22.0% during 2023, from $3M to $3M. Reported net income was $611K.
How have Ima North America Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ima North America Inc.'s sponsor-wide assets grew 16.4%, from $29M to $33M.
Which 401(k) plans are similar in size to Ima Puerto Rico 1081.01(D) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Adf International Montana 401(k) Plan in MT ($3M, 258 participants).
Which 401(k) plans cover a similar participant headcount to Ima Puerto Rico 1081.01(D) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 061062686.

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.