ESOP · DOL Form 5500 · 2023

Immediate Health Associates, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
106
Participants Small participant base
60th
Percentile by assets National rank
$102,834
Avg per participant Below avg balance/head
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Official DOL plan name: Immediate Health Employee Stock Ownership Plan · Sponsored by Immediate Health Associates, Inc. · Ohio · Healthcare & Social Assistance

$11M in assets, 106 participants

Immediate Health Associates, Inc.'s Immediate Health Employee Stock Ownership Plan reported $11M in total assets and 106 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,667 in Healthcare & Social Assistance (17,684 peers)

Coverage in Ohio

Immediate Health Employee Stock Ownership Plan covers 106 participants in Ohio, about 14% of the average Ohio filer (state average ~765 per filing). Assets: $11M.

#11,667
in Healthcare & Social Assistance (17,684 peers)
-10.5%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Immediate Health Employee Stock Ownership Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Immediate Health Employee Stock Ownership Plan vs every filed plan by assets

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

$10,900,455 Top 40% higher than 60% 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

Immediate Health Employee Stock Ownership 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. Immediate Health Employee Stock Ownership Plan sits mid-pack in the medium band (106 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Immediate Health Employee Stock Ownership Plan reported participants rose from 90 in the plan year 2022 filing to 106 in the plan year 2023 filing.
  • Immediate Health Employee Stock Ownership Plan reported net income fell from -$1M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Immediate Health Employee Stock Ownership Plan end-of-year assets fell from $12M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 311204097 · Immediate Health Associates, Inc. PY 2023 · ESOP

Immediate Health Employee Stock Ownership Plan · $11M · 106 · 60th

  • BOY $11M
  • BOY 106
  • BOY 60th
  • BOY ESOP
  • BOY near Benistar Admin Services, Inc. Employee Stock Ownership Plan
  • BOY ind #11667

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 What is an ESOP? → · Plans in Ohio →

Immediate Health Employee Stock Ownership Plan in the asset neighbourhood

Clima-Tech Employee Stock Ownership PlanClima-Tech Employee Stock Ow…$11MAnkrom Moisan Associated Architects Employee Stock Ownership PlanAnkrom Moisan Associated Arc…$11MBenistar Admin Services, Inc. Employee Stock Ownership PlanBenistar Admin Services, Inc…$11MImmediate Health Employee Stock Ownership PlanImmediate Health Employee St…$11MSuperior Plumbing & Heating Co, Inc Employee Stock Ownership PlanSuperior Plumbing & Heating …$11M
End-of-year total assets ($M) among Immediate Health Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$11M
Net Income-$1M
Employer EIN311204097
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Immediate Health Associates, Inc.)

Sponsor-wide plan assets over time

All Immediate Health Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 1.8667247455911011% vs 2022
2024 filing year
$32M$33M$34M$35M$36M 202220232024 $33M $33.6M ▲ +1.9%
Year Plans Participants Total Assets
2022 2 182 $33M
2023 2 202 $36M
2024 2 198 $34M

Nearby ESOP Plans in Ohio

Peer ESOP plans, same state, same plan type, ranked by total assets.

Immediate Health Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants Immediate Health Employee Stock Ownership Plan, Total assets ($B): 0.010900455 · Participants: 106Immediate Health Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 23.091305753 · Participants: 32152Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.692644904 · Participants: 1019The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.62249774 · Participants: 873Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.504257458 · Participants: 4110Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.451883636 · Participants: 434Cleveland Steel Container Corporation Employee Stock Ownership Plan
Immediate Health Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Immediate Health Employee Stock Ownership Plan side-by-side with 3 peers →

Immediate Health Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Benistar Admin Services, Inc. Employee Stock Ownership Plan in CT ($11M); by covered participants it is Millstone Weber Employee Stock Ownership Plan in MO (106 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (106 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 Immediate Health Employee Stock Ownership Plan assets move in 2023? ▼
Immediate Health Employee Stock Ownership Plan pulled back noticeably - down 10.5% during 2023, from $12M to $11M. Reported net income was -$1M.
How have Immediate Health Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Immediate Health Associates, Inc.'s sponsor-wide assets grew 1.9%, from $33M to $34M.
Which ESOP plans are similar in size to Immediate Health Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Benistar Admin Services, Inc. Employee Stock Ownership Plan in CT ($11M, 98 participants).
Which ESOP plans cover a similar participant headcount to Immediate Health Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Millstone Weber Employee Stock Ownership Plan in MO (106 participants, $55M 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 311204097.

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.