401(k) · DOL Form 5500 · 2023

Imt Insurance Company 401(k) Plan

Data updated 2026-08-11

$73M
Total assets
377
Participants
89th
Percentile by assets
$194,665
Avg per participant
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Official DOL plan name: Imt Insurance Company Retirement Savings Plan · Sponsored by Imt Insurance Company · Iowa · Finance & Insurance

$73M in assets, 377 participants

Imt Insurance Company's Imt Insurance Company Retirement Savings Plan reported $73M in total assets and 377 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • 89th percentile by assets (of 127,072 plans)
  • #7,358 in Finance & Insurance (8,869 peers)

Where Imt Insurance Company Retirement Savings Plan sits by assets

Imt Insurance Company Retirement Savings Plan sits in the top quartile of all filed plans by assets, $73M for 377 participants (~$194,665/participant), up 12.8% in 2023.

$73M
total plan assets (2023 EOY)
377
covered participants
89th
percentile by assets (of 127,072 plans)
$194,665
avg assets per participant

Where Imt Insurance Company Retirement Savings Plan sits by total assets

Imt Insurance Company Retirement Savings Plan vs every filed plan by assets

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

$73,388,883 Top 11% higher than 89% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Imt Insurance Company Retirement Savings Plan reported net income rose from -$12M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Imt Insurance Company Retirement Savings Plan end-of-year assets rose from $65M in the plan year 2022 filing to $73M in the plan year 2023 filing.
  • Imt Insurance Company Retirement Savings Plan reported participants rose from 370 in the plan year 2022 filing to 377 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Iowa
Industry
Finance & Insurance

Imt Insurance Company Retirement Savings Plan vs the 2023 asset distribution

By assets, Imt Insurance Company Retirement Savings Plan outranks 89% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$65M
Net Assets (End of Year)$73M
Net Income$8M
Employer EIN420333150
Plan Effective Date1987-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Imt Insurance Company)

$110M$120M$130M$140M 202220232024 $115M $137M ▲ +19.6%
Total plan assets by year, all Imt Insurance Company plans on file
Year Plans Participants Total Assets
2022 2 551 $115M
2023 2 545 $122M
2024 2 550 $137M

Nearby 401(k) Plans in Iowa

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

Imt Insurance Company Retirement Savings Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Imt Insurance Compan…, Total assets ($B): 0.073388883 · Participants: 377Imt Insurance Compan…The Principal Select…, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select…Iowa Health System S…, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System S…The Hy-Vee and Affil…, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affil…The Rsm US LLP Retir…, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retir…Transamerica 401(k) …, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) …
Imt Insurance Company Retirement Savings Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Imt Insurance Company Retirement Savings… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Imt Insurance Company Retirement Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Imt Insurance Company Retirement Savings Plan assets move in 2023? ▼
Imt Insurance Company Retirement Savings Plan grew at a solid clip - up 12.8% during 2023, from $65M to $73M. Reported net income was $8M.
How have Imt Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Imt Insurance Company's sponsor-wide assets grew 19.6%, from $115M to $137M.
Where does Imt Insurance Company Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Imt Insurance Company Retirement Savings Plan ranks in the 89th 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 Imt Insurance Company Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Meyer Tool 401(k) and Profit Sharing Plan in OH ($73M, 1,113 participants).

Next read for Imt Insurance Company Retirement Savings…

Scale reading

Ways to act on Imt Insurance Company Retirement Savings Plan's numbers.

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 420333150.

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.