401(k) · DOL Form 5500 · 2023

Immediate Health Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
96
Participants Small participant base
76th
Percentile by assets National rank
$256,369
Avg per participant Above avg balance/head
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Official DOL plan name: Immediate Health 401(k) Plan · Sponsored by Immediate Health Associates, Inc. · Ohio · Healthcare & Social Assistance

$25M in assets, 96 participants

Immediate Health Associates, Inc.'s Immediate Health 401(k) Plan reported $25M in total assets and 96 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #14,136 in Healthcare & Social Assistance (17,684 peers)

Where Immediate Health 401(k) Plan sits by assets

Immediate Health 401(k) Plan sits in the top quartile of all filed plans by assets, $25M for 96 participants (~$256,369/participant), up 18.2% in 2023.

#14,136
in Healthcare & Social Assistance (17,684 peers)
+18.2%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Immediate Health 401(k) Plan's outsized position by total assets

Immediate Health 401(k) Plan vs every filed plan by assets

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

$24,611,457 Top 24% higher than 76% 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 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Immediate Health 401(k) Plan is a small filing (96 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Immediate Health 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Immediate Health 401(k) Plan end-of-year assets rose from $21M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Immediate Health 401(k) Plan reported participants rose from 92 in the plan year 2022 filing to 96 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 311204097 · Immediate Health Associates, Inc. PY 2023 · 401(k)

Immediate Health 401(k) Plan · $25M · 96 · 76th

  • EBSA $25M
  • EBSA 96
  • EBSA 76th
  • EBSA 401(k)
  • EBSA near National Construction Rentals, Inc. 401(k) Profit Sharing Plan
  • EBSA ind #14136

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 Ohio →

Immediate Health 401(k) Plan in the asset neighbourhood

Immediate Health 401(k) Plan$25MNational Construction Rentals, Inc. 401(k) Profit Sharing PlanNational Construction Rental…$25MTokai Carbon GE LLC Retirement and Savings PlanTokai Carbon GE LLC Retireme…$25MRobert Madden Industries, Ltd. 401(k) PlanRobert Madden Industries, Lt…$25MDattco, Inc. 401(k) Plan$25M
End-of-year total assets ($M) among Immediate Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$25M
Net Income$4M
Employer EIN311204097
Plan Effective Date1994-01-01
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 401(k) Plans in Ohio

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

Immediate Health 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Immediate Health 401(k) Plan, Total assets ($B): 0.024611457 · Participants: 96Immediate Health 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Immediate Health 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

Immediate Health 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is National Construction Rentals, Inc. 401(k) Profit Sharing Plan in CA ($25M); by covered participants it is Knowledge Link Inc. 401(k) Plan in VA (96 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (96 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 401(k) Plan assets move in 2023?
Immediate Health 401(k) Plan grew sharply - up 18.2% during 2023, from $21M to $25M. Reported net income was $4M.
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.
Where does Immediate Health 401(k) Plan rank by assets among Form 5500 filers?
Immediate Health 401(k) Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Immediate Health 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is National Construction Rentals, Inc. 401(k) Profit Sharing Plan in CA ($25M, 959 participants).
Which 401(k) plans cover a similar participant headcount to Immediate Health 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Knowledge Link Inc. 401(k) Plan in VA (96 participants, $11M in assets).