401(k) · DOL Form 5500 · 2023
Imi Association Executives, Inc. 401(k) Plan
Data updated 2026-08-25
- $856K
- Total assets Small plan by assets
- 31
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $27,614
- Avg per participant Low balance/head
Official DOL plan name: Imi Association Executives, Inc. 401(k) Profit Sharing Plan · Sponsored by Imi Association Executives, Inc. · North Carolina · Professional & Technical Services
$856K in assets, 31 participants
Imi Association Executives, Inc.'s Imi Association Executives, Inc. 401(k) Profit Sharing Plan reported $856K in total assets and 31 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.
- #3,533 in Professional & Technical Services (20,321 peers)
Imi Association Executives, Inc. multi-year trail
Imi Association Executives, Inc.'s plans moved -59.7% in assets from 2022 to 2024; this filing shows Imi Association Executives, Inc. 401(k) Profit Sharing Plan at $856K / 31 participants.
- #3,533
- in Professional & Technical Services (20,321 peers)
- +72.4%
- assets growth YoY
Imi Association Executives, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets
Imi Association Executives, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$856,038 22nd percentile higher than 22% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Imi Association Executives, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Imi Association Executives, Inc. 401(k) Profit Sharing Plan is a small filing (31 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Imi Association Executives, Inc. 401(k) Profit Sharing Plan reported net income rose from $131K in the plan year 2022 filing to $359K in the plan year 2023 filing.
- Imi Association Executives, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $619K in the plan year 2022 filing to $856K in the plan year 2023 filing.
- Imi Association Executives, Inc. 401(k) Profit Sharing Plan reported participants rose from 26 in the plan year 2022 filing to 31 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 464275050 · Imi Association Executives, Inc. PY 2023 · 401(k)
Imi Association Executives, Inc. 401(k) Profit Sharing Plan · $856K · 31 · 22nd
- PART $856K
- TYPE 31
- NET 22nd
- BOOK 401(k)
- VS-ST near Universal Healthcare Consultin 401(k) Profit Sharing Plan & Trust
- BOY ind #3533
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 Professional & Technical Services retirement plans → · Plans in North Carolina →
Imi Association Executives, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Imi Association Executives, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Imi Association Executives, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 59.727021006638815% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 7 | 142 | $3M |
| 2023 | 1 | 31 | $856K |
| 2024 | 1 | 28 | $1M |
Imi Association Executives, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $497K |
|---|---|
| Net Assets (End of Year) | $856K |
| Net Income | $359K |
| Employer EIN | 464275050 |
| Plan Effective Date | 2013-12-12 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
Imi Association Executives, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Universal Healthcare Consultin 401(k) Profit Sharing Plan & Trust in FL ($856K); by covered participants it is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (31 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($856K here).
Similar participant headcount
Nearest other-state filings by covered participants (31 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.