Profit Sharing
2023 plan-year Profit Sharing DOL Form 5500

INTERMOUNTAIN HEALTHCARE TAX DEFERRED SAVINGS 403(B) PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

INTERMOUNTAIN HEALTH CARE, INC.

This Profit Sharing plan holds $310M in total assets and serves 41,571 participants as of 2023. It is sponsored by INTERMOUNTAIN HEALTH CARE, INC. in Utah. The plan reported positive net income of $47M for the year.

Total Assets (2023)
$310M
Participants
41,571
State
Industry
Healthcare & Social Assistance

What the Filing Says About INTERMOUNTAIN HEALTHCARE TAX DEFERRED SAVINGS 403(B) PLAN

INTERMOUNTAIN HEALTHCARE TAX DEFERRED SAVINGS 403(B) PLAN is a Profit Sharing retirement plan sponsored by INTERMOUNTAIN HEALTH CARE, INC., headquartered in Utah. As of the 2023 Form 5500 filing, the plan reports $310M in total end-of-year assets and covers 41,571 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 870269232, and the plan has been effective since 1992-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $262M at the beginning of 2023 to $310M at year-end — a gain of 18.0%. Net assets (after liabilities) closed the year at $310M, with reported net income of $47M 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)$262M
Total Assets (End of Year)$310M
Net Assets (End of Year)$310M
Net Income$47M
Plan TypeProfit Sharing
Employer EIN870269232
Plan Effective Date1992-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (INTERMOUNTAIN HEALTH CARE, INC.)

Year Plans Participants Total Assets
2022 3 111,397 $6.9B
2023 3 116,391 $9.5B
2024 3 139,440 $10.6B

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Frequently Asked Questions

How much money is in the INTERMOUNTAIN HEALTHCARE TAX DEFERRED SAVINGS 403(B) PLAN?
As of the 2023 Form 5500 filing, INTERMOUNTAIN HEALTHCARE TAX DEFERRED SAVINGS 403(B) PLAN holds $310M in total assets with 41,571 participants. It is sponsored by INTERMOUNTAIN HEALTH CARE, INC..
What type of plan is INTERMOUNTAIN HEALTHCARE TAX DEFERRED SAVINGS 403(B) PLAN?
INTERMOUNTAIN HEALTHCARE TAX DEFERRED SAVINGS 403(B) PLAN is a Profit Sharing plan. It has been effective since 1992-10-01. The plan is filed with the U.S. Department of Labor under EIN 870269232.
Who sponsors the INTERMOUNTAIN HEALTHCARE TAX DEFERRED SAVINGS 403(B) PLAN?
INTERMOUNTAIN HEALTHCARE TAX DEFERRED SAVINGS 403(B) PLAN is sponsored by INTERMOUNTAIN HEALTH CARE, INC., located in Utah. The sponsor's EIN is 870269232 and the plan operates in the Healthcare & Social Assistance industry.
How did INTERMOUNTAIN HEALTHCARE TAX DEFERRED SAVINGS 403(B) PLAN perform in 2023?
INTERMOUNTAIN HEALTHCARE TAX DEFERRED SAVINGS 403(B) PLAN grew by 18.0% during 2023, moving from $262M to $310M in total assets. Net income was $47M.
Where can I find official filings for INTERMOUNTAIN HEALTHCARE TAX DEFERRED SAVINGS 403(B) PLAN?
Official Form 5500 filings for INTERMOUNTAIN HEALTHCARE TAX DEFERRED SAVINGS 403(B) PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 870269232 or plan name at efast.dol.gov.
How does INTERMOUNTAIN HEALTHCARE TAX DEFERRED SAVINGS 403(B) PLAN compare to other plans?
You can compare INTERMOUNTAIN HEALTHCARE TAX DEFERRED SAVINGS 403(B) PLAN against other Profit Sharing plans on the plan type page, or view plans in Utah on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

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.

Data sourced from official public datasets. See our methodology for details.