401(k) · DOL Form 5500 · 2023

Independent Health Association, Inc. 401(k) Plan

Data updated 2026-08-25

$214M
Total assets Near avg plan size
1,645
Participants Near avg headcount
95th
Percentile by assets National rank
$129,885
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Independent Health 401(k) Retirement Savings Plan · Sponsored by Independent Health Association, Inc. · New York · Finance & Insurance

$214M in assets, 1,645 participants

Independent Health Association, Inc.'s Independent Health 401(k) Retirement Savings Plan reported $214M in total assets and 1,645 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #8,158 in Finance & Insurance (8,869 peers)

Coverage in New York

Independent Health 401(k) Retirement Savings Plan covers 1,645 participants in New York, 2.1x the typical New York plan (state average ~798 per filing). Assets: $214M.

#8,158
in Finance & Insurance (8,869 peers)
+22.9%
assets growth YoY
2.1×
vs typical plan assets (national mean)

Independent Health 401(k) Retirement Savings Plan's outsized position by total assets

Independent Health 401(k) Retirement Savings Plan vs every filed plan by assets

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

$213,660,205 Top 5% higher than 95% 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

Independent Health 401(k) Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Independent Health 401(k) Retirement Savings Plan lands in the large band (1,645 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Independent Health 401(k) Retirement Savings Plan reported net income rose from -$32M in the plan year 2022 filing to $40M in the plan year 2023 filing.
  • Independent Health 401(k) Retirement Savings Plan end-of-year assets rose from $174M in the plan year 2022 filing to $214M in the plan year 2023 filing.
  • Independent Health 401(k) Retirement Savings Plan reported participants rose from 1,574 in the plan year 2022 filing to 1,645 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 161080163 · Independent Health Association, Inc. PY 2023 · 401(k)

Independent Health 401(k) Retirement Savings Plan · $214M · 1,645 · 95th

  • SCH $214M
  • EBSA 1,645
  • PART 95th
  • TYPE 401(k)
  • NET near Gatx Corporation Salaried Employees Retirement Savings Plan
  • BOOK ind #8158

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 Finance & Insurance retirement plans → · Plans in New York →

Independent Health 401(k) Retirement Savings Plan in the asset neighbourhood

Independent Health 401(k) Retirement Savings PlanIndependent Health 401(k) Re…$214MGatx Corporation Salaried Employees Retirement Savings PlanGatx Corporation Salaried Em…$214MKendall Electric, Inc. Profit Sharing PlanKendall Electric, Inc. Profi…$214MSummit Racing Equipment Retirement PlanSummit Racing Equipment Reti…$214MAffordable Care, LLC Multiple Employer 401(k) PlanAffordable Care, LLC Multipl…$214M
End-of-year total assets ($M) among Independent Health 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$174M
Net Assets (End of Year)$214M
Net Income$40M
Employer EIN161080163
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Independent Health Association, Inc.)

Sponsor-wide plan assets over time

All Independent Health Association, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$336M 30.941699168391985% vs 2022
2024 filing year
$200M$250M$300M$350M 202220232024 $256M $336M ▲ +30.9%
Year Plans Participants Total Assets
2022 2 1,990 $256M
2023 2 2,034 $301M
2024 2 2,024 $336M

Nearby 401(k) Plans in New York

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

Independent Health 401(k) Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Independent Health 401(k) Retirement Savings Plan, Total assets ($B): 0.213660205 · Participants: 1645Independent Health 401(k) Retirement Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Independent Health 401(k) Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Independent Health 401(k) Retirement Savings Plan side-by-side with 3 peers →

Independent Health 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Gatx Corporation Salaried Employees Retirement Savings Plan in IL ($214M); by covered participants it is Incyte Corporation 401(k) Plan in DE (1,645 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,645 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 Independent Health 401(k) Retirement Savings Plan assets move in 2023? ▼
Independent Health 401(k) Retirement Savings Plan grew sharply - up 22.9% during 2023, from $174M to $214M. Reported net income was $40M.
How have Independent Health Association, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Independent Health Association, Inc.'s sponsor-wide assets grew 30.9%, from $256M to $336M.
Where does Independent Health 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Independent Health 401(k) Retirement Savings Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Independent Health 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gatx Corporation Salaried Employees Retirement Savings Plan in IL ($214M, 616 participants).
Which 401(k) plans cover a similar participant headcount to Independent Health 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Incyte Corporation 401(k) Plan in DE (1,645 participants, $414M 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 161080163.

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.