Other · DOL Form 5500 · 2023
Intermountain Health Care, Inc. Retirement Plan
Data updated 2026-08-25
- $310M
- Total assets Above avg plan size
- 41,571
- Participants Very large workforce
- 96th
- Percentile by assets National rank
- $7,448
- Avg per participant Low balance/head
Official DOL plan name: Intermountain Healthcare Tax Deferred Savings 403(b) Plan · Sponsored by Intermountain Health Care, Inc. · Utah · Healthcare & Social Assistance
$310M in assets, 41,571 participants
Intermountain Health Care, Inc.'s Intermountain Healthcare Tax Deferred Savings 403(b) Plan reported $310M in total assets and 41,571 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #17,081 in Healthcare & Social Assistance (17,684 peers)
Coverage in Utah
Intermountain Healthcare Tax Deferred Savings 403(b) Plan covers 41,571 participants in Utah, 70x the typical Utah plan (state average ~592 per filing). Assets: $310M.
- #17,081
- in Healthcare & Social Assistance (17,684 peers)
- +18.0%
- assets growth YoY
- 3.1×
- vs typical plan assets (national mean)
Intermountain Healthcare Tax Deferred Savings 403(b) Plan's outsized position by total assets
Intermountain Healthcare Tax Deferred Savings 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$309,624,000 Top 4% higher than 96% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Intermountain Healthcare Tax Deferred Savings 403(b) 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 Tax Deferred Savings 403(b) Plan is a mega filing (41,571 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Intermountain Healthcare Tax Deferred Savings 403(b) Plan reported net income rose from -$55M in the plan year 2022 filing to $47M in the plan year 2023 filing.
- Intermountain Healthcare Tax Deferred Savings 403(b) Plan end-of-year assets rose from $262M in the plan year 2022 filing to $310M in the plan year 2023 filing.
- Intermountain Healthcare Tax Deferred Savings 403(b) Plan reported participants rose from 38,547 in the plan year 2022 filing to 41,571 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 870269232 · Intermountain Health Care, Inc. PY 2023 · Other
Intermountain Healthcare Tax Deferred Savings 403(b) Plan · $310M · 41,571 · 96th
- RANK $310M
- PHOTO 41,571
- IND 96th
- EOY Other
- 5500 near Metal Lathers Local 46 Annuity Fund
- ASSETS ind #17081
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 Tax Deferred Savings 403(b) Plan in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $262M |
|---|---|
| Net Assets (End of Year) | $310M |
| Net Income | $47M |
| Employer EIN | 870269232 |
| Plan Effective Date | 1992-10-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 111,397 | $6.9B |
| 2023 | 3 | 116,391 | $9.5B |
| 2024 | 3 | 139,440 | $10.6B |
Nearby Other Plans in Utah
Peer Other plans, same state, same plan type, ranked by total assets.
- Brigham Young University Tax-Deferred Annuity Plan $191M · 7,029
- Intermountain Ironworkers' Tax Deferral Plan $104M · 1,356
- Westminster University Defined Contribution Retirement Plan $85M · 318
- Children's Miracle Network 403(b) Plan $46M · 185
- Waterford School 403(b) Plan $31M · 215
Scale composition for Intermountain Healthcare Tax Deferred Savings 403(b) Plan
Intermountain Healthcare Tax Deferred Savings 403(b) Plan reports $310M in end-of-year assets across 41,571 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.044% of 93,925,755 covered participants) - about $7,448 per participant (5% of the national average assets-per-participant) . Net income for plan year 2023 was $47M.
This plan identity (EIN 870269232, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $262M to $342M (+30.2%) while covered participants moved from 38,547 to 44,356 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 38,547 | $262M | Open filing |
| 2023 | 41,571 | $310M | This page |
| 2024 · index core | 44,356 | $342M | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Intermountain Health 401(k) Plan (401(k), $6.8B, 68,360 participants)
- Intermountain Healthcare Pension Plan (Defined Benefit (Pension), $3.4B, 26,724 participants)
- Intermountain Health 403(b) Plan (Other, $342M, 44,356 participants)
Intermountain Healthcare Tax Deferred Savings 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Utah, the nearest Other by assets is Metal Lathers Local 46 Annuity Fund in NY ($310M); by covered participants it is The Retirement Savings Plan in NY (41,528 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($310M here).
- Metal Lathers Local 46 Annuity Fund (NY) $310M · 1,906
- Src, Inc. 403(b) Retirement Plan (NY) $312M · 1,221
- Quinnipiac University Defined Contribution Retirement Plan (CT) $307M · 1,312
- Peacehealth Southwest Medical Center Retirement Savings Plan (WA) $307M · 3,487
Similar participant headcount
Nearest other-state filings by covered participants (41,571 participants); asset peers above are excluded.
- The Retirement Savings Plan (NY) 41,528 · 43 off
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan (PA) 41,942 · 371 off
- The Duke University Faculty and Staff Retirement Plan (NC) 44,809 · 3,238 off
- National Plus Plan (RI) 35,858 · 5,713 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.