IMS HEALTH INCORPORATED RETIREMENT PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
IQVIA INCORPORATED
This Other plan holds $480M in total assets and serves 1,307 participants as of 2023. It is sponsored by IQVIA INCORPORATED in Connecticut. The plan reported positive net income of $66M for the year.
What the Filing Says About IMS HEALTH INCORPORATED RETIREMENT PLAN
IMS HEALTH INCORPORATED RETIREMENT PLAN is a Other retirement plan sponsored by IQVIA INCORPORATED, headquartered in Connecticut. As of the 2023 Form 5500 filing, the plan reports $480M in total end-of-year assets and covers 1,307 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 061506026, and the plan has been effective since 1998-07-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $414M at the beginning of 2023 to $480M at year-end — a gain of 15.8%. Net assets (after liabilities) closed the year at $479M, with reported net income of $66M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $414M |
| Total Assets (End of Year) | $480M |
| Net Assets (End of Year) | $479M |
| Net Income | $66M |
| Plan Type | Other |
| Employer EIN | 061506026 |
| Plan Effective Date | 1998-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (IQVIA INCORPORATED)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 19,380 | $3.0B |
| 2023 | 2 | 22,200 | $3.6B |
| 2024 | 2 | 21,458 | $4.1B |
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Peer Other plans — same state, same plan type — ranked by total assets.
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Frequently Asked Questions
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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 061506026.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.