401(k) · DOL Form 5500 · 2023

INDEPENDENCEFIRST 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
1,271
Participants Near avg headcount
69th
Percentile by assets National rank
$12,708
Avg per participant Low balance/head
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Official DOL plan name: Safe-Harbor 403(b) Thrift Plan of Independencefirst · Sponsored by INDEPENDENCEFIRST · Wisconsin · Healthcare & Social Assistance

$16M in assets, 1,271 participants

INDEPENDENCEFIRST's Safe-Harbor 403(b) Thrift Plan of Independencefirst reported $16M in total assets and 1,271 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #13,006 in Healthcare & Social Assistance (17,684 peers)

Coverage in Wisconsin

Safe-Harbor 403(b) Thrift Plan of Independencefirst covers 1,271 participants in Wisconsin, 2.3x the typical Wisconsin plan (state average ~563 per filing). Assets: $16M.

#13,006
in Healthcare & Social Assistance (17,684 peers)
+13.1%
assets growth YoY

Safe-Harbor 403(b) Thrift Plan of Independencefirst's outsized position by total assets

Safe-Harbor 403(b) Thrift Plan of Independencefirst vs every filed plan by assets

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

$16,151,784 Top 31% higher than 69% 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

Safe-Harbor 403(b) Thrift Plan of Independencefirst'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. Safe-Harbor 403(b) Thrift Plan of Independencefirst lands in the large band (1,271 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Safe-Harbor 403(b) Thrift Plan of Independencefirst reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Safe-Harbor 403(b) Thrift Plan of Independencefirst end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 391343425 · INDEPENDENCEFIRST PY 2023 · 401(k)

Safe-Harbor 403(b) Thrift Plan of Independencefirst · $16M · 1,271 · 69th

  • ASSETS $16M
  • PCT 1,271
  • EIN 69th
  • RANK 401(k)
  • PHOTO near Fontainebleau Development LLC 401(k) Plan
  • IND ind #13006

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 Wisconsin →

Safe-Harbor 403(b) Thrift Plan of Independencefirst in the asset neighbourhood

Safe-Harbor 403(b) Thrift Plan of IndependencefirstSafe-Harbor 403(b) Thrift Pl…$16MFontainebleau Development LLC 401(k) PlanFontainebleau Development LL…$16MAssuranceamerica Corporation 401(k) Retirement PlanAssuranceamerica Corporation…$16MQc Financial Services 401(k) Retirement PlanQc Financial Services 401(k)…$16MEpic Metals Corporation Employees 401(k) Profit Sharing PlanEpic Metals Corporation Empl…$16M
End-of-year total assets ($M) among Safe-Harbor 403(b) Thrift Plan of Independencefirst and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN391343425
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (INDEPENDENCEFIRST)

Sponsor-wide plan assets over time

All INDEPENDENCEFIRST plans reported in each filing year

Latest sponsor-wide plan assets
$18M 22.611081616411596% vs 2022
2024 filing year
$13M$14M$15M$16M$17M$18M 202220232024 $14.3M $17.5M ▲ +22.6%
Year Plans Participants Total Assets
2022 1 1,271 $14M
2023 1 1,271 $16M
2024 1 1,159 $18M

Nearby 401(k) Plans in Wisconsin

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

Safe-Harbor 403(b) Thrift Plan of Independencefirst vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Safe-Harbor 403(b) Thrift Plan of Independencefirst, Total assets ($B): 0.016151784 · Participants: 1271Safe-Harbor 403(b) Thrift Plan of IndependencefirstAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Safe-Harbor 403(b) Thrift Plan of Independencefirst vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Safe-Harbor 403(b) Thrift Plan of Independencefirst side-by-side with 3 peers →

Safe-Harbor 403(b) Thrift Plan of Independencefirst's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Fontainebleau Development LLC 401(k) Plan in FL ($16M); by covered participants it is Icc Industries Inc. Employees' Savings Plan in NY (1,271 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,271 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 Safe-Harbor 403(b) Thrift Plan of Independencefirst assets move in 2023? ▼
Safe-Harbor 403(b) Thrift Plan of Independencefirst grew at a solid clip - up 13.1% during 2023, from $14M to $16M. Reported net income was $2M.
How have INDEPENDENCEFIRST plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), INDEPENDENCEFIRST's sponsor-wide assets grew 22.6%, from $14M to $18M.
Which 401(k) plans are similar in size to Safe-Harbor 403(b) Thrift Plan of Independencefirst? ▼
Among 401(k) plans in other states, the closest by assets is Fontainebleau Development LLC 401(k) Plan in FL ($16M, 258 participants).
Which 401(k) plans cover a similar participant headcount to Safe-Harbor 403(b) Thrift Plan of Independencefirst? ▼
Among 401(k) plans in other states, the closest by covered participants is Icc Industries Inc. Employees' Savings Plan in NY (1,271 participants, $153M 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 391343425.

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.