Profit Sharing · DOL Form 5500 · 2022
Innovative Resources for Independence Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 482
- Participants Below avg headcount
- 42nd
- Percentile by assets National rank
- $6,750
- Avg per participant Low balance/head
Official DOL plan name: Innovative Resources for Independence 403(b) Plan · Sponsored by Innovative Resources for Independence · New York · Healthcare & Social Assistance
$3M in assets, 482 participants
Innovative Resources for Independence's Innovative Resources for Independence 403(b) Plan reported $3M in total assets and 482 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.
- #9,245 in Healthcare & Social Assistance (20,060 peers)
Innovative Resources for Independence multi-year trail
Innovative Resources for Independence's plans moved +23.3% in assets from 2022 to 2024; this filing shows Innovative Resources for Independence 403(b) Plan at $3M / 482 participants.
- #9,245
- in Healthcare & Social Assistance (20,060 peers)
- +16.2%
- assets growth YoY
Innovative Resources for Independence 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Innovative Resources for Independence 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,253,485 42nd percentile higher than 42% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Innovative Resources for Independence 403(b) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Innovative Resources for Independence 403(b) Plan sits mid-pack in the medium band (482 participants).
EBSA filing schedule strip
Filing strip 133490223 · Innovative Resources for Independence PY 2022 · Profit Sharing
Innovative Resources for Independence 403(b) Plan · $3M · 482 · 42nd
- PHOTO $3M
- PHOTO 482
- PHOTO 42nd
- PHOTO Profit Sharing
- PHOTO near 535 Main LLC Profit Sharing Plan
- PHOTO ind #9245
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 Healthcare & Social Assistance retirement plans → · Plans in New York →
Innovative Resources for Independence 403(b) Plan in the asset neighbourhood
Innovative Resources for Independence multi-year asset trail
Sponsor-wide plan assets over time
All Innovative Resources for Independence plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 23.340233626403688% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 482 | $3M |
| 2023 | 1 | 469 | $4M |
| 2024 | 1 | 537 | $4M |
Innovative Resources for Independence filing trail (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $445K |
| Employer EIN | 133490223 |
| Plan Effective Date | 1994-10-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.0B · 19,997
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.6B · 3,494
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.5B · 5,696
- The Research Foundation for Suny Retirement Plan $1.1B · 11,139
- Mason Tenders District Council Annuity Fund $837M · 11,072
Innovative Resources for Independence 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is 535 Main LLC Profit Sharing Plan in KY ($3M); by covered participants it is The Hoffman Employee Retirement Income Plan in OR (483 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (482 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.