401(k) · DOL Form 5500 · 2023

The Institute for Family Health 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
1,401
Participants Near avg headcount
79th
Percentile by assets National rank
$21,683
Avg per participant Low balance/head
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Official DOL plan name: The Institute for Family Health Retirement Plan · Sponsored by The Institute for Family Health · New York · Healthcare & Social Assistance

$30M in assets, 1,401 participants

The Institute for Family Health's The Institute for Family Health Retirement Plan reported $30M in total assets and 1,401 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #14,586 in Healthcare & Social Assistance (17,684 peers)

Where The Institute for Family Health Retirement Plan sits by assets

The Institute for Family Health Retirement Plan sits in the top quartile of all filed plans by assets, $30M for 1,401 participants (~$21,683/participant), up 42.6% in 2023.

#14,586
in Healthcare & Social Assistance (17,684 peers)
+42.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Institute for Family Health Retirement Plan's outsized position by total assets

The Institute for Family Health Retirement Plan vs every filed plan by assets

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

$30,377,793 Top 21% higher than 79% 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

The Institute for Family Health Retirement 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. The Institute for Family Health Retirement Plan lands in the large band (1,401 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Institute for Family Health Retirement Plan reported net income rose from $606K in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • The Institute for Family Health Retirement Plan end-of-year assets rose from $21M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • The Institute for Family Health Retirement Plan reported participants rose from 1,200 in the plan year 2022 filing to 1,401 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 133273402 · The Institute for Family Health PY 2023 · 401(k)

The Institute for Family Health Retirement Plan · $30M · 1,401 · 79th

  • SCH $30M
  • EBSA 1,401
  • PART 79th
  • TYPE 401(k)
  • NET near Modineer Co. Profit Sharing Savings Plan
  • BOOK ind #14586

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 →

The Institute for Family Health Retirement Plan in the asset neighbourhood

The Institute for Family Health Retirement PlanThe Institute for Family Hea…$30MModineer Co. Profit Sharing Savings PlanModineer Co. Profit Sharing …$30MOklahoma Surgical Hospital, LLC 401(k) PlanOklahoma Surgical Hospital, …$30MSana Biotechnology, Inc. 401(k) PlanSana Biotechnology, Inc. 401…$30MStevens Industries, Inc. 401(k) PlanStevens Industries, Inc. 401…$30M
End-of-year total assets ($M) among The Institute for Family Health Retirement 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)$30M
Net Income$9M
Employer EIN133273402
Plan Effective Date2018-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Institute for Family Health)

Sponsor-wide plan assets over time

All The Institute for Family Health plans reported in each filing year

Latest sponsor-wide plan assets
$39M 82.5391136147829% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $21.3M $38.9M ▲ +82.5%
Year Plans Participants Total Assets
2022 1 1,200 $21M
2023 1 1,401 $30M
2024 1 1,393 $39M

Nearby 401(k) Plans in New York

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

The Institute for Family Health Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Institute for Family Health Retirement Plan, Total assets ($B): 0.030377793 · Participants: 1401The Institute for Family Health Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
The Institute for Family Health Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Institute for Family Health Retirement Plan side-by-side with 3 peers →

The Institute for Family Health Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Modineer Co. Profit Sharing Savings Plan in MI ($30M); by covered participants it is Mac Trailer Enterprises, Inc. 401(k) Plan in OH (1,401 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,401 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 The Institute for Family Health Retirement Plan assets move in 2023? ▼
The Institute for Family Health Retirement Plan surged - up 42.6% during 2023, from $21M to $30M. Reported net income was $9M.
How have The Institute for Family Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Institute for Family Health's sponsor-wide assets grew 82.5%, from $21M to $39M.
Where does The Institute for Family Health Retirement Plan rank by assets among Form 5500 filers? ▼
The Institute for Family Health Retirement Plan ranks in the 79th 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 The Institute for Family Health Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Modineer Co. Profit Sharing Savings Plan in MI ($30M, 1,056 participants).
Which 401(k) plans cover a similar participant headcount to The Institute for Family Health Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mac Trailer Enterprises, Inc. 401(k) Plan in OH (1,401 participants, $32M 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 133273402.

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.