401(k) · DOL Form 5500 · 2023

Independence Plus, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
238
Participants Below avg headcount
50th
Percentile by assets National rank
$27,936
Avg per participant Low balance/head
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Official DOL plan name: Independence Plus, Inc. 401(k) Plan · Sponsored by Independence Plus, Inc. · Illinois · Healthcare & Social Assistance

$7M in assets, 238 participants

Independence Plus, Inc.'s Independence Plus, Inc. 401(k) Plan reported $7M in total assets and 238 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,763 in Healthcare & Social Assistance (17,684 peers)

Coverage in Illinois

Independence Plus, Inc. 401(k) Plan covers 238 participants in Illinois, about 31% of the average Illinois filer (state average ~779 per filing). Assets: $7M.

#9,763
in Healthcare & Social Assistance (17,684 peers)
+24.5%
assets growth YoY

Independence Plus, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Independence Plus, Inc. 401(k) Plan vs every filed plan by assets

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

$6,648,753 Top 50% higher than 50% 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 Plus, Inc. 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. Independence Plus, Inc. 401(k) Plan sits mid-pack in the medium band (238 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Independence Plus, Inc. 401(k) Plan reported net income rose from -$420K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Independence Plus, Inc. 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Independence Plus, Inc. 401(k) Plan reported participants fell from 247 in the plan year 2022 filing to 238 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 363641612 · Independence Plus, Inc. PY 2023 · 401(k)

Independence Plus, Inc. 401(k) Plan · $7M · 238 · 50th

  • EBSA $7M
  • EBSA 238
  • EBSA 50th
  • EBSA 401(k)
  • EBSA near Res Servicing Corp 401(k) Profit Sharing Plan & Trust
  • EBSA ind #9763

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 Illinois →

Independence Plus, Inc. 401(k) Plan in the asset neighbourhood

Independence Plus, Inc. 401(k) PlanIndependence Plus, Inc. 401(…$7MRes Servicing Corp 401(k) Profit Sharing Plan & TrustRes Servicing Corp 401(k) Pr…$7MPina Vineyard Management, LLC 401(k) PlanPina Vineyard Management, LL…$7MNpsg Global, LLC 401(k) Plan$7MMemphis Country Club 401(k) Retirement PlanMemphis Country Club 401(k) …$7M
End-of-year total assets ($M) among Independence Plus, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN363641612
Plan Effective Date2006-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Independence Plus, Inc.)

Sponsor-wide plan assets over time

All Independence Plus, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 22.29627929511262% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M 202220232024 $5.34M $6.53M ▲ +22.3%
Year Plans Participants Total Assets
2022 1 247 $5M
2023 1 238 $7M
2024 1 232 $7M

Nearby 401(k) Plans in Illinois

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

Independence Plus, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Independence Plus, Inc. 401(k) Plan, Total assets ($B): 0.006648753 · Participants: 238Independence Plus, Inc. 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Independence Plus, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Independence Plus, Inc. 401(k) Plan side-by-side with 3 peers →

Independence Plus, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Res Servicing Corp 401(k) Profit Sharing Plan & Trust in NY ($7M); by covered participants it is Idn Global, Inc. 401(k) Plan in MI (238 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (238 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 Plus, Inc. 401(k) Plan assets move in 2023? ▼
Independence Plus, Inc. 401(k) Plan grew sharply - up 24.5% during 2023, from $5M to $7M. Reported net income was $1M.
How have Independence Plus, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Independence Plus, Inc.'s sponsor-wide assets grew 22.3%, from $5M to $7M.
Which 401(k) plans are similar in size to Independence Plus, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Res Servicing Corp 401(k) Profit Sharing Plan & Trust in NY ($7M, 168 participants).
Which 401(k) plans cover a similar participant headcount to Independence Plus, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Idn Global, Inc. 401(k) Plan in MI (238 participants, $25M 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 363641612.

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.