401(k) · DOL Form 5500 · 2023

Infinity Health 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 135
Participants Small participant base: 45th
Percentile by assets National rank: $37,685
Avg per participant Low balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Infinity Health 401(k) Plan · Sponsored by Infinity Health · Iowa · Healthcare & Social Assistance

$5M in assets, 135 participants

Infinity Health's Infinity Health 401(k) Plan reported $5M in total assets and 135 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

#8,617 in Healthcare & Social Assistance (17,684 peers)

Coverage in Iowa

Infinity Health 401(k) Plan covers 135 participants in Iowa, about 22% of the average Iowa filer (state average ~609 per filing). Assets: $5M.

#8,617
in Healthcare & Social Assistance (17,684 peers): +35.1%
assets growth YoY

Infinity Health 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

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

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

$5,087,453 45th percentile higher than 45% 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

Infinity Health 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Infinity Health 401(k) Plan sits mid-pack in the medium band (135 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Infinity Health 401(k) Plan reported net income rose from -$729K in the plan year 2022 filing to $1M in the plan year 2023 filing.
Infinity Health 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 391908462 · Infinity Health PY 2023 · 401(k)

Infinity Health 401(k) Plan · $5M · 135 · 45th

BOOK $5M
BOOK 135
BOOK 45th
BOOK 401(k)
BOOK near Gardant Management Solutions, Inc. Retirement Savings Plan
BOOK ind #8617

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 Iowa →

End-of-year total assets ($M) among Infinity Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$5M
Net Income	$1M
Employer EIN	391908462
Plan Effective Date	2019-03-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Infinity Health)

Latest sponsor-wide plan assets: $6M 62.11145852003798% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	134	$4M
2023	1	135	$5M
2024	1	121	$6M

Nearby 401(k) Plans in Iowa

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

Infinity Health 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants

The Principal Select Savings Plan $4.1B · 12,827
Iowa Health System Section 401(k) Retirement Savings Plan $3.0B · 28,959
The Hy-Vee and Affiliates 401(k) Plan $2.9B · 56,181
The Rsm US LLP Retirement Plan $2.9B · 14,720
Transamerica 401(k) Retirement Savings Plan $2.4B · 6,999

Compare Infinity Health 401(k) Plan side-by-side with 3 peers →

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

Outside Iowa, the nearest 401(k) by assets is Gardant Management Solutions, Inc. Retirement Savings Plan in IL ($5M); by covered participants it is Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan in NJ (135 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Gardant Management Solutions, Inc. Retirement Savings Plan (IL) $5M · 122
Balke Brown Transwestern Inc. 401(k) Plan (MO) $5M · 166
Bitmax, Inc. 401(k) Savings Plan (CA) $5M · 9
Shelton Energy Solutions, LLC 401(k) Plan & Trust (LA) $5M · 248

Similar participant headcount

Nearest other-state filings by covered participants (135 participants); asset peers above are excluded.

Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan (NJ) 135 · 0 off
Auralcare Hearing Centers of America (UT) 135 · 0 off
Savings Plan for Employees of South Banking Company (GA) 135 · 0 off
Livingston Enterprises, Inc. 401(k) Plan (NE) 135 · 0 off

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 Infinity Health 401(k) Plan assets move in 2023? ▼

Infinity Health 401(k) Plan surged - up 35.1% during 2023, from $4M to $5M. Reported net income was $1M.

How have Infinity Health plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Infinity Health's sponsor-wide assets grew 62.1%, from $4M to $6M.

Which 401(k) plans are similar in size to Infinity Health 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Gardant Management Solutions, Inc. Retirement Savings Plan in IL ($5M, 122 participants).

Which 401(k) plans cover a similar participant headcount to Infinity Health 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan in NJ (135 participants, N/A 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 391908462.