401(k) · DOL Form 5500 · 2023

Ima Financial Group, Inc. 401(k) Plan

Data updated 2026-08-25

$233M
Total assets Near avg plan size
1,910
Participants Near avg headcount
95th
Percentile by assets National rank
$122,199
Avg per participant Near avg balance/head
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Official DOL plan name: Ima Financial Group, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Ima Financial Group, Inc. · Kansas · Finance & Insurance

$233M in assets, 1,910 participants

Ima Financial Group, Inc.'s Ima Financial Group, Inc. 401(k) Profit Sharing Plan and Trust reported $233M in total assets and 1,910 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.

  • #8,198 in Finance & Insurance (8,869 peers)

Coverage in Kansas

Ima Financial Group, Inc. 401(k) Profit Sharing Plan and Trust covers 1,910 participants in Kansas, 5.3x the typical Kansas plan (state average ~360 per filing). Assets: $233M.

#8,198
in Finance & Insurance (8,869 peers)
+28.2%
assets growth YoY
2.3×
vs typical plan assets (national mean)

Ima Financial Group, Inc. 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Ima Financial Group, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$233,399,641 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

Ima Financial Group, Inc. 401(k) Profit Sharing Plan and Trust'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. Ima Financial Group, Inc. 401(k) Profit Sharing Plan and Trust lands in the large band (1,910 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ima Financial Group, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from $36M in the plan year 2022 filing to $51M in the plan year 2023 filing.
  • Ima Financial Group, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $182M in the plan year 2022 filing to $233M in the plan year 2023 filing.
  • Ima Financial Group, Inc. 401(k) Profit Sharing Plan and Trust reported participants rose from 1,697 in the plan year 2022 filing to 1,910 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 480805634 · Ima Financial Group, Inc. PY 2023 · 401(k)

Ima Financial Group, Inc. 401(k) Profit Sharing Plan and Trust · $233M · 1,910 · 95th

  • VS-ST $233M
  • VS-ST 1,910
  • VS-ST 95th
  • VS-ST 401(k)
  • VS-ST near The Park National Corporation Employees Stock Ownership Plan
  • VS-ST ind #8198

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 Kansas →

Ima Financial Group, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Viad Corp Capital Accumulation PlanViad Corp Capital Accumulati…$234MColliers Engineering & Design, Inc. 401(k) Savings & Retirement PlanColliers Engineering & Desig…$234MIma Financial Group, Inc. 401(k) Profit Sharing Plan and TrustIma Financial Group, Inc. 40…$233MThe Park National Corporation Employees Stock Ownership PlanThe Park National Corporatio…$233MSeneca Foods Corporation Employees' Savings PlanSeneca Foods Corporation Emp…$233M
End-of-year total assets ($M) among Ima Financial Group, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kansas filing particulars

Total Assets (Beginning of Year)$182M
Net Assets (End of Year)$233M
Net Income$51M
Employer EIN480805634
Plan Effective Date1974-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Ima Financial Group, Inc.)

Sponsor-wide plan assets over time

All Ima Financial Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$317M 74.26722141221892% vs 2022
2024 filing year
$150M$200M$250M$300M$350M 202220232024 $182M $317M ▲ +74.3%
Year Plans Participants Total Assets
2022 1 1,697 $182M
2023 1 1,910 $233M
2024 1 2,336 $317M

Nearby 401(k) Plans in Kansas

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

Ima Financial Group, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. 050001000015000 012345 Total assets ($B) Participants Ima Financial Group, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.233399641 · Participants: 1910Ima Financial Group, Inc. 401(k) Profit Sharing Plan and TrustKoch Employees' Savings Plan, Total assets ($B): 3.870107696 · Participants: 11911Koch Employees' Savings PlanPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 2.90283952 · Participants: 1223Performance Contracting Group, Inc. ESOP/401(k) PlanBlack & Veatch Retirement Program, Total assets ($B): 2.732675203 · Participants: 6890Black & Veatch Retirement ProgramGarmin International, Inc. Retirement Plan, Total assets ($B): 1.784810901 · Participants: 6332Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.15584277 · Participants: 7704Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
Ima Financial Group, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Kansas, assets vs. participants
Compare Ima Financial Group, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Ima Financial Group, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Kansas, the nearest 401(k) by assets is The Park National Corporation Employees Stock Ownership Plan in OH ($233M); by covered participants it is American Tower Retirement Savings Plan in MA (1,910 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,910 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 Ima Financial Group, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Ima Financial Group, Inc. 401(k) Profit Sharing Plan and Trust grew sharply - up 28.2% during 2023, from $182M to $233M. Reported net income was $51M.
How have Ima Financial Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ima Financial Group, Inc.'s sponsor-wide assets grew 74.3%, from $182M to $317M.
Where does Ima Financial Group, Inc. 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Ima Financial Group, Inc. 401(k) Profit Sharing Plan and Trust 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 Ima Financial Group, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is The Park National Corporation Employees Stock Ownership Plan in OH ($233M, 1,757 participants).
Which 401(k) plans cover a similar participant headcount to Ima Financial Group, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is American Tower Retirement Savings Plan in MA (1,910 participants, $376M 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 480805634.

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.