Defined Benefit (Pension) · DOL Form 5500 · 2023

Intermountain Health Care, Inc. Pension Plan

Data updated 2026-08-25

$3.2B
Total assets Very large vs avg
28,140
Participants Very large workforce
100th
Percentile by assets National rank
$114,059
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Intermountain Healthcare Pension Plan · Sponsored by Intermountain Health Care, Inc. · Utah · Healthcare & Social Assistance

$3.2B in assets, 28,140 participants

Intermountain Health Care, Inc.'s Intermountain Healthcare Pension Plan reported $3.2B in total assets and 28,140 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.

  • #17,638 in Healthcare & Social Assistance (17,684 peers)

Coverage in Utah

Intermountain Healthcare Pension Plan covers 28,140 participants in Utah, 48x the typical Utah plan (state average ~592 per filing). Assets: $3.2B.

#17,638
in Healthcare & Social Assistance (17,684 peers)
+6.7%
assets growth YoY
32×
vs typical plan assets (national mean)

Intermountain Healthcare Pension Plan's outsized position by total assets

Intermountain Healthcare Pension Plan vs every filed plan by assets

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

$3,209,613,000 Highest reported value at or above every one 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

Intermountain Healthcare Pension Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Intermountain Healthcare Pension Plan is a mega filing (28,140 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Intermountain Healthcare Pension Plan reported net income rose from -$679M in the plan year 2022 filing to $184M in the plan year 2023 filing.
  • Intermountain Healthcare Pension Plan reported participants fell from 30,404 in the plan year 2022 filing to 28,140 in the plan year 2023 filing.
  • Intermountain Healthcare Pension Plan end-of-year assets rose from $3.0B in the plan year 2022 filing to $3.2B in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 870269232 · Intermountain Health Care, Inc. PY 2023 · Defined Benefit (Pension)

Intermountain Healthcare Pension Plan · $3.2B · 28,140 · 100th

  • TYPE $3.2B
  • TYPE 28,140
  • TYPE 100th
  • TYPE Defined Benefit (Pension)
  • TYPE near Nylic Retirement Plan
  • TYPE ind #17638

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 →

Intermountain Healthcare Pension Plan in the asset neighbourhood

Kpmg Pension Plan$3.2BIntermountain Healthcare Pension PlanIntermountain Healthcare Pen…$3.2BNylic Retirement Plan$3.2BPentegra Defined Benefit Plan for Financial InstPentegra Defined Benefit Pla…$3.2BKraft Heinz Retirement Plan$3.2B
End-of-year total assets ($B) among Intermountain Healthcare Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$3.0B
Net Assets (End of Year)$3.1B
Net Income$184M
Employer EIN870269232
Plan Effective Date1970-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Intermountain Health Care, Inc.)

Sponsor-wide plan assets over time

All Intermountain Health Care, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10.6B 54.08212539627071% vs 2022
2024 filing year
$6B$8B$10B$12B 202220232024 $6.86B $10.6B ▲ +54.2%
Year Plans Participants Total Assets
2022 3 111,397 $6.9B
2023 3 116,391 $9.5B
2024 3 139,440 $10.6B

Nearby Defined Benefit (Pension) Plans in Utah

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Intermountain Healthcare Pension Plan vs. nearby Defined Benefit (Pension) plans in Utah, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -20246810 Total assets ($B) Participants Intermountain Healthcare Pension Plan, Total assets ($B): 3.209613 · Participants: 28140Intermountain Healthcare Pension PlanDeseret Mutual Master Retirement Plan, Total assets ($B): 7.736829103 · Participants: 11210Deseret Mutual Master Retirement PlanRio Tinto America Inc. Retirement Plan, Total assets ($B): 0.97177716 · Participants: 1644Rio Tinto America Inc. Retirement PlanAmerica First Credit Union Pension Plan, Total assets ($B): 0.547334141 · Participants: 2464America First Credit Union Pension PlanRetail Food Employers & Ufcw Local 711 Pension, Total assets ($B): 0.3554572 · Participants: 8448Retail Food Employers & Ufcw Local 711 PensionRetirement Plan for Employees of Intermountain Power Service Corporation, Total assets ($B): 0.314936219 · Participants: 321Retirement Plan for Employees of Intermountain Power Service Corporation
Intermountain Healthcare Pension Plan vs. nearby Defined Benefit (Pension) plans in Utah, assets vs. participants
Compare Intermountain Healthcare Pension Plan side-by-side with 3 peers →

Scale composition for Intermountain Healthcare Pension Plan

Intermountain Healthcare Pension Plan reports $3.2B in end-of-year assets across 28,140 participants (0.026% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.030% of 93,925,755 covered participants) - about $114,059 per participant (83% of the national average assets-per-participant) . Net income for plan year 2023 was $184M.

This plan identity (EIN 870269232, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.0B to $3.4B (+13.1%) while covered participants moved from 30,404 to 26,724 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 30,404 $3.0B Open filing
2023 28,140 $3.2B This page
2024 · index core 26,724 $3.4B Open filing

The same sponsor also keeps 3 other index-core plans on PlainRetire:

Intermountain Healthcare Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Utah, the nearest Defined Benefit (Pension) by assets is Nylic Retirement Plan in NY ($3.2B); by covered participants it is Northwell Health Pension Plan in NY (28,359 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3.2B here).

Similar participant headcount

Nearest other-state filings by covered participants (28,140 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 Intermountain Healthcare Pension Plan assets move in 2023? ▼
Intermountain Healthcare Pension Plan grew at a solid clip - up 6.7% during 2023, from $3.0B to $3.2B. Reported net income was $184M.
How have Intermountain Health Care, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Intermountain Health Care, Inc.'s sponsor-wide assets grew 54.1%, from $6.9B to $10.6B.
Where does Intermountain Healthcare Pension Plan rank by assets among Form 5500 filers? ▼
Intermountain Healthcare Pension Plan ranks in the 100th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Intermountain Healthcare Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Nylic Retirement Plan in NY ($3.2B, 11,867 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Intermountain Healthcare Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Northwell Health Pension Plan in NY (28,359 participants, $2.7B 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 870269232.

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.