401(k) · DOL Form 5500 · 2023

Ima Financial Group, Inc. 401(k) Plan

Data updated 2026-08-11

$233M
Total assets: 1,910
Participants: 95th
Percentile by assets: $122,199
Avg per participant

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.

95th percentile by assets (of 127,072 plans)
#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.

$233M
total plan assets (2023 EOY): 1,910
covered participants: 95th
percentile by assets (of 127,072 plans): $122,199
avg assets per participant

Where Ima Financial Group, Inc. 401(k) Profit Sharing Plan and Trust sits 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

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 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 →

State

Kansas

Industry

Finance & Insurance

Participants vs Kansas filers

In Kansas, the average filing covers about 360 participants across 1,174 plans. Ima Financial Group, Inc. 401(k) Profit Sharing Plan and Trust reports 1,910 participants - 5.3x that state average ($233M EOY assets).

Kansas filing particulars

Total Assets (Beginning of Year)	$182M
Net Assets (End of Year)	$233M
Net Income	$51M
Employer EIN	480805634
Plan Effective Date	1974-12-31
Filing Status	FILING RECEIVED

Sponsor Plan History (Ima Financial Group, Inc.)

Total plan assets by year, all Ima Financial Group, Inc. plans on file

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

Koch Employees' Savings Plan $3.9B · 11,911
Performance Contracting Group, Inc. ESOP/401(k) Plan $2.9B · 1,223
Black & Veatch Retirement Program $2.7B · 6,890
Garmin International, Inc. Retirement Plan $1.8B · 6,332
Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan $1.2B · 7,704

Compare Ima Financial Group, Inc. 401(k) Profit … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Ima Financial Group, Inc. 401(k) Profit Sharing Plan and Trust by total assets, not by location.

The Park National Corporation Employees Stock Ownership Plan (OH) $233M · 1,757
Colliers Engineering & Design, Inc. 401(k) Savings & Retirement Plan (NJ) $234M · 1,825
Viad Corp Capital Accumulation Plan (AZ) $234M · 1,932
Seneca Foods Corporation Employees' Savings Plan (NY) $233M · 6,270

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).

Next read for Ima Financial Group, Inc. 401(k) Profit …

Filing takeaways

Ways to act on Ima Financial Group, Inc. 401(k) Profit Sharing Plan and Trust's numbers.

By total assets, Ima Financial Group, Inc. 401(k) Profit Sharing Plan and Trust ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Kansas. Compare plans
Ima Financial Group, Inc.'s sponsor-wide assets have grown 74.3% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.