401(k) · DOL Form 5500 · 2023

Ims Marketing, Inc. Dba Insurance Management Services 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
86
Participants Small participant base
59th
Percentile by assets National rank
$120,024
Avg per participant Near avg balance/head
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Official DOL plan name: Insurance Management Services 401(k) Plan · Sponsored by Ims Marketing, Inc. Dba Insurance Management Services · Texas · Finance & Insurance

$10M in assets, 86 participants

Ims Marketing, Inc. Dba Insurance Management Services's Insurance Management Services 401(k) Plan reported $10M in total assets and 86 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,907 in Finance & Insurance (8,869 peers)

Ims Marketing, Inc. Dba Insurance Management Services multi-year trail

Ims Marketing, Inc. Dba Insurance Management Services's plans moved -30.3% in assets from 2022 to 2024; this filing shows Insurance Management Services 401(k) Plan at $10M / 86 participants.

#3,907
in Finance & Insurance (8,869 peers)
+10.2%
assets growth YoY

Insurance Management Services 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Insurance Management Services 401(k) Plan vs every filed plan by assets

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

$10,322,061 Top 41% higher than 59% 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

Insurance Management Services 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. Insurance Management Services 401(k) Plan is a small filing (86 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Insurance Management Services 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $957K in the plan year 2023 filing.
  • Insurance Management Services 401(k) Plan reported participants fell from 98 in the plan year 2022 filing to 86 in the plan year 2023 filing.
  • Insurance Management Services 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 752355889 · Ims Marketing, Inc. Dba Insurance Management Services PY 2023 · 401(k)

Insurance Management Services 401(k) Plan · $10M · 86 · 59th

  • BOOK $10M
  • BOOK 86
  • BOOK 59th
  • BOOK 401(k)
  • BOOK near Sai, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #3907

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 Finance & Insurance retirement plans → · Plans in Texas →

Insurance Management Services 401(k) Plan in the asset neighbourhood

Insurance Management Services 401(k) PlanInsurance Management Service…$10MSai, Inc. 401(k) Profit Sharing PlanSai, Inc. 401(k) Profit Shar…$10MFirst Eldorado Bancshares 401(k) PlanFirst Eldorado Bancshares 40…$10MBusiness Intelligence Advisors, Inc. 401(k) PlanBusiness Intelligence Adviso…$10MLokey Automotive Group 401(k) PlanLokey Automotive Group 401(k…$10M
End-of-year total assets ($M) among Insurance Management Services 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ims Marketing, Inc. Dba Insurance Management Services multi-year asset trail

Sponsor-wide plan assets over time

All Ims Marketing, Inc. Dba Insurance Management Services plans reported in each filing year

Latest sponsor-wide plan assets
$7M 30.342419961073325% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $9.36M $6.52M ▼ -30.3%
Year Plans Participants Total Assets
2022 1 98 $9M
2023 1 86 $10M
2024 1 103 $7M

Ims Marketing, Inc. Dba Insurance Management Services filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$957K
Employer EIN752355889
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Insurance Management Services 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Insurance Management Services 401(k) Plan, Total assets ($B): 0.010322061 · Participants: 86Insurance Management Services 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Insurance Management Services 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Insurance Management Services 401(k) Plan side-by-side with 3 peers →

Insurance Management Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Sai, Inc. 401(k) Profit Sharing Plan in FL ($10M); by covered participants it is Digestive Health Clinic, LLC 401(k) Profit Sharing Plan in ID (86 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (86 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 Insurance Management Services 401(k) Plan assets move in 2023? ▼
Insurance Management Services 401(k) Plan grew at a solid clip - up 10.2% during 2023, from $9M to $10M. Reported net income was $957K.
How have Ims Marketing, Inc. Dba Insurance Management Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ims Marketing, Inc. Dba Insurance Management Services's sponsor-wide assets declined 30.3%, from $9M to $7M.
Which 401(k) plans are similar in size to Insurance Management Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sai, Inc. 401(k) Profit Sharing Plan in FL ($10M, 82 participants).
Which 401(k) plans cover a similar participant headcount to Insurance Management Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Digestive Health Clinic, LLC 401(k) Profit Sharing Plan in ID (86 participants, $14M 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 752355889.

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.