401(k) · DOL Form 5500 · 2023

Independence Rehab, LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
1,459
Participants Near avg headcount
71st
Percentile by assets National rank
$12,858
Avg per participant Low balance/head
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Official DOL plan name: Independence Rehab, LLC 401(k) Profit Sharing Plan · Sponsored by Independence Rehab, LLC · Utah · Healthcare & Social Assistance

$19M in assets, 1,459 participants

Independence Rehab, LLC's Independence Rehab, LLC 401(k) Profit Sharing Plan reported $19M in total assets and 1,459 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #13,444 in Healthcare & Social Assistance (17,684 peers)

Coverage in Utah

Independence Rehab, LLC 401(k) Profit Sharing Plan covers 1,459 participants in Utah, 2.5x the typical Utah plan (state average ~592 per filing). Assets: $19M.

#13,444
in Healthcare & Social Assistance (17,684 peers)
+34.8%
assets growth YoY

Independence Rehab, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Independence Rehab, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$18,760,151 Top 29% higher than 71% 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

Independence Rehab, LLC 401(k) Profit Sharing Plan'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. Independence Rehab, LLC 401(k) Profit Sharing Plan lands in the large band (1,459 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Independence Rehab, LLC 401(k) Profit Sharing Plan reported net income rose from -$350K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Independence Rehab, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $14M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Independence Rehab, LLC 401(k) Profit Sharing Plan reported participants fell from 1,814 in the plan year 2022 filing to 1,459 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 271845798 · Independence Rehab, LLC PY 2023 · 401(k)

Independence Rehab, LLC 401(k) Profit Sharing Plan · $19M · 1,459 · 71st

  • SCH $19M
  • EBSA 1,459
  • PART 71st
  • TYPE 401(k)
  • NET near Utility Trailer Sales of S.E. Texas, Inc. 401(k) Plan
  • BOOK ind #13444

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 Utah →

Independence Rehab, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Independence Rehab, LLC 401(k) Profit Sharing PlanIndependence Rehab, LLC 401(…$19MUtility Trailer Sales of S.E. Texas, Inc. 401(k) PlanUtility Trailer Sales of S.E…$19MCapital Consultants Management Corporation 401(k) Salary ReductionCapital Consultants Manageme…$19MRotor Clip 401(k) Retirement PlanRotor Clip 401(k) Retirement…$19MMetal Textiles Corporation Employees' Savings PlanMetal Textiles Corporation E…$19M
End-of-year total assets ($M) among Independence Rehab, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$19M
Net Income$5M
Employer EIN271845798
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Independence Rehab, LLC)

Sponsor-wide plan assets over time

All Independence Rehab, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$23M 63.08300229374182% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.9M $22.7M ▲ +63.0%
Year Plans Participants Total Assets
2022 1 1,814 $14M
2023 1 1,459 $19M
2024 1 1,280 $23M

Nearby 401(k) Plans in Utah

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

Independence Rehab, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Independence Rehab, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.018760151 · Participants: 1459Independence Rehab, LLC 401(k) Profit Sharing PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Independence Rehab, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Independence Rehab, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Independence Rehab, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Utility Trailer Sales of S.E. Texas, Inc. 401(k) Plan in TX ($19M); by covered participants it is Hytrol Conveyor Company, Inc. 401(k) Retirement Plan in AR (1,459 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,459 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 Independence Rehab, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Independence Rehab, LLC 401(k) Profit Sharing Plan surged - up 34.8% during 2023, from $14M to $19M. Reported net income was $5M.
How have Independence Rehab, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Independence Rehab, LLC's sponsor-wide assets grew 63.1%, from $14M to $23M.
Which 401(k) plans are similar in size to Independence Rehab, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Utility Trailer Sales of S.E. Texas, Inc. 401(k) Plan in TX ($19M, 334 participants).
Which 401(k) plans cover a similar participant headcount to Independence Rehab, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hytrol Conveyor Company, Inc. 401(k) Retirement Plan in AR (1,459 participants, $57M 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 271845798.

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.