Defined Benefit (Pension) · DOL Form 5500 · 2023

Independent Health Association, Inc. Pension Plan

Data updated 2026-08-25

$88M
Total assets Below avg plan size
389
Participants Below avg headcount
90th
Percentile by assets National rank
$225,036
Avg per participant Above avg balance/head
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Official DOL plan name: Independent Health Association Inc Defined Benefit Plan and Trust · Sponsored by Independent Health Association, Inc. · New York · Finance & Insurance

$88M in assets, 389 participants

Independent Health Association, Inc.'s Independent Health Association Inc Defined Benefit Plan and Trust reported $88M in total assets and 389 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,551 in Finance & Insurance (8,869 peers)

Coverage in New York

Independent Health Association Inc Defined Benefit Plan and Trust covers 389 participants in New York, about 49% of the average New York filer (state average ~798 per filing). Assets: $88M.

#7,551
in Finance & Insurance (8,869 peers)
+5.9%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Independent Health Association Inc Defined Benefit Plan and Trust's outsized position by total assets

Independent Health Association Inc Defined Benefit Plan and Trust vs every filed plan by assets

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

$87,538,915 Top 10% higher than 90% 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 Association Inc Defined Benefit Plan and Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Independent Health Association Inc Defined Benefit Plan and Trust sits mid-pack in the medium band (389 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Independent Health Association Inc Defined Benefit Plan and Trust reported net income rose from -$24M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Independent Health Association Inc Defined Benefit Plan and Trust reported participants fell from 416 in the plan year 2022 filing to 389 in the plan year 2023 filing.
  • Independent Health Association Inc Defined Benefit Plan and Trust end-of-year assets rose from $83M in the plan year 2022 filing to $88M 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 · Defined Benefit (Pension)

Independent Health Association Inc Defined Benefit Plan and Trust · $88M · 389 · 90th

  • BOY $88M
  • SCH 389
  • EBSA 90th
  • PART Defined Benefit (Pension)
  • TYPE near Davis Wright Tremaine LLP Cash Balance Pension Plan
  • NET ind #7551

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 Association Inc Defined Benefit Plan and Trust in the asset neighbourhood

Swift-Eckrich, Inc. Hourly Retirement Plan ProgramSwift-Eckrich, Inc. Hourly R…$88MBaptist Health Care, Inc. Pension PlanBaptist Health Care, Inc. Pe…$88MIndependent Health Association Inc Defined Benefit Plan and TrustIndependent Health Associati…$88MDavis Wright Tremaine LLP Cash Balance Pension PlanDavis Wright Tremaine LLP Ca…$88MUnify Financial Credit Union Pension PlanUnify Financial Credit Union…$87M
End-of-year total assets ($M) among Independent Health Association Inc Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$83M
Net Assets (End of Year)$88M
Net Income$5M
Employer EIN161080163
Plan Effective Date1981-01-01
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 Defined Benefit (Pension) Plans in New York

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

Independent Health Association Inc Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Independent Health Association Inc Defined Benefit Plan and Trust, Total assets ($B): 0.087538915 · Participants: 389Independent Health Association Inc Defined Benefit Plan and TrustIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Independent Health Association Inc Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Independent Health Association Inc Defined Benefit Plan and Trust side-by-side with 3 peers →

Independent Health Association Inc Defined Benefit Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Davis Wright Tremaine LLP Cash Balance Pension Plan in WA ($88M); by covered participants it is IBEW Local 505 NECA Pension Plan in AL (389 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (389 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 Association Inc Defined Benefit Plan and Trust assets move in 2023? ▼
Independent Health Association Inc Defined Benefit Plan and Trust grew at a solid clip - up 5.9% during 2023, from $83M to $88M. Reported net income was $5M.
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 Association Inc Defined Benefit Plan and Trust rank by assets among Form 5500 filers? ▼
Independent Health Association Inc Defined Benefit Plan and Trust ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Independent Health Association Inc Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Davis Wright Tremaine LLP Cash Balance Pension Plan in WA ($88M, 148 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Independent Health Association Inc Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is IBEW Local 505 NECA Pension Plan in AL (389 participants, $64M 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.