401(k) · DOL Form 5500 · 2023

Independence Holding Company 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
159
Participants Small participant base
81st
Percentile by assets National rank
$220,749
Avg per participant Above avg balance/head
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Official DOL plan name: Independence Holding Company Retirement Plan · Sponsored by Independence Holding Company · Connecticut · Finance & Insurance

$35M in assets, 159 participants

Independence Holding Company's Independence Holding Company Retirement Plan reported $35M in total assets and 159 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,345 in Finance & Insurance (8,869 peers)

Coverage in Connecticut

Independence Holding Company Retirement Plan covers 159 participants in Connecticut, about 22% of the average Connecticut filer (state average ~718 per filing). Assets: $35M.

#6,345
in Finance & Insurance (8,869 peers)
+14.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Independence Holding Company Retirement Plan's outsized position by total assets

Independence Holding Company Retirement Plan vs every filed plan by assets

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

$35,099,088 Top 19% higher than 81% 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

Independence Holding Company Retirement Plan 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. Independence Holding Company Retirement Plan sits mid-pack in the medium band (159 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Independence Holding Company Retirement Plan reported net income rose from -$22M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Independence Holding Company Retirement Plan reported participants fell from 195 in the plan year 2022 filing to 159 in the plan year 2023 filing.
  • Independence Holding Company Retirement Plan end-of-year assets rose from $31M in the plan year 2022 filing to $35M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 581407235 · Independence Holding Company PY 2023 · 401(k)

Independence Holding Company Retirement Plan · $35M · 159 · 81st

  • EIN $35M
  • EIN 159
  • EIN 81st
  • EIN 401(k)
  • EIN near Sociedad Espanola De Auxilio Mutuo Y Beneficiencia De Puerto Rico Retirement Plan
  • EIN ind #6345

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 Connecticut →

Independence Holding Company Retirement Plan in the asset neighbourhood

Ennead Architects LLP 401(k) PlanEnnead Architects LLP 401(k)…$35MCorna Kokosing 401(k) Profit Sharing PlanCorna Kokosing 401(k) Profit…$35MBankfinancial and Subsidiaries Assoc. Investment PlanBankfinancial and Subsidiari…$35MIndependence Holding Company Retirement PlanIndependence Holding Company…$35MSociedad Espanola De Auxilio Mutuo Y Beneficiencia De Puerto Rico Retirement PlanSociedad Espanola De Auxilio…$35M
End-of-year total assets ($M) among Independence Holding Company Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$35M
Net Income$5M
Employer EIN581407235
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Independence Holding Company)

Sponsor-wide plan assets over time

All Independence Holding Company plans reported in each filing year

Latest sponsor-wide plan assets
$37M 20.333964205501836% vs 2022
2024 filing year
$28M$30M$32M$34M$36M$38M 202220232024 $30.6M $36.8M ▲ +20.3%
Year Plans Participants Total Assets
2022 1 195 $31M
2023 1 159 $35M
2024 1 158 $37M

Nearby 401(k) Plans in Connecticut

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

Independence Holding Company Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Independence Holding Company Retirement Plan, Total assets ($B): 0.035099088 · Participants: 159Independence Holding Company Retirement PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Independence Holding Company Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Independence Holding Company Retirement Plan side-by-side with 3 peers →

Independence Holding Company Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Sociedad Espanola De Auxilio Mutuo Y Beneficiencia De Puerto Rico Retirement Plan in PR ($35M); by covered participants it is Visiting Angels 401(k) Plan in PA (159 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (159 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 Independence Holding Company Retirement Plan assets move in 2023? ▼
Independence Holding Company Retirement Plan grew at a solid clip - up 14.8% during 2023, from $31M to $35M. Reported net income was $5M.
How have Independence Holding Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Independence Holding Company's sponsor-wide assets grew 20.3%, from $31M to $37M.
Where does Independence Holding Company Retirement Plan rank by assets among Form 5500 filers? ▼
Independence Holding Company Retirement Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Independence Holding Company Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sociedad Espanola De Auxilio Mutuo Y Beneficiencia De Puerto Rico Retirement Plan in PR ($35M, 1,788 participants).
Which 401(k) plans cover a similar participant headcount to Independence Holding Company Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Visiting Angels 401(k) Plan in PA (159 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 581407235.

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.