401(k) · DOL Form 5500 · 2023
Ion Intermediate Holdings, LLC 401(k) Plan
Data updated 2026-08-25
- $88M
- Total assets Below avg plan size
- 1,004
- Participants Near avg headcount
- 90th
- Percentile by assets National rank
- $87,230
- Avg per participant Below avg balance/head
Official DOL plan name: Ion Intermediate Holdings, LLC 401(k) Plan · Sponsored by Ion Intermediate Holdings, LLC · Tennessee · Healthcare & Social Assistance
$88M in assets, 1,004 participants
Ion Intermediate Holdings, LLC's Ion Intermediate Holdings, LLC 401(k) Plan reported $88M in total assets and 1,004 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #16,204 in Healthcare & Social Assistance (17,684 peers)
Where Ion Intermediate Holdings, LLC 401(k) Plan sits by assets
Ion Intermediate Holdings, LLC 401(k) Plan sits in the top 10% of all filed plans by assets, $88M for 1,004 participants (~$87,230/participant), up 76.0% in 2023.
- #16,204
- in Healthcare & Social Assistance (17,684 peers)
- +76.0%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Ion Intermediate Holdings, LLC 401(k) Plan's outsized position by total assets
Ion Intermediate Holdings, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$87,578,855 Top 10% higher than 90% 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
Ion Intermediate Holdings, LLC 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ion Intermediate Holdings, LLC 401(k) Plan lands in the large band (1,004 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ion Intermediate Holdings, LLC 401(k) Plan reported net income rose from -$11M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Ion Intermediate Holdings, LLC 401(k) Plan reported participants rose from 525 in the plan year 2022 filing to 1,004 in the plan year 2023 filing.
- Ion Intermediate Holdings, LLC 401(k) Plan end-of-year assets rose from $50M in the plan year 2022 filing to $88M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 831904447 · Ion Intermediate Holdings, LLC PY 2023 · 401(k)
Ion Intermediate Holdings, LLC 401(k) Plan · $88M · 1,004 · 90th
- NET $88M
- NET 1,004
- NET 90th
- NET 401(k)
- NET near Plumbers & Pipefitters Local #25 401(k) Plan
- NET ind #16204
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 Tennessee →
Ion Intermediate Holdings, LLC 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $50M |
|---|---|
| Net Assets (End of Year) | $88M |
| Net Income | $10M |
| Employer EIN | 831904447 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ion Intermediate Holdings, LLC)
Sponsor-wide plan assets over time
All Ion Intermediate Holdings, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $98M 96.42448622084258% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 525 | $50M |
| 2023 | 1 | 1,004 | $88M |
| 2024 | 1 | 1,030 | $98M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $23.9B · 127,010
- Hca 401(k) Plan $21.5B · 291,649
- Federal Express Corporation Pilots Retirement Savings Plan $4.7B · 5,728
- International Paper Company Salaried Savings Plan $4.6B · 12,153
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.5B · 62,487
Ion Intermediate Holdings, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Plumbers & Pipefitters Local #25 401(k) Plan in IL ($88M); by covered participants it is Heart of America 401(k) Plan in IL (1,004 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($88M here).
- Plumbers & Pipefitters Local #25 401(k) Plan (IL) $88M · 1,589
- Terminix Service, Inc. 401(k) Profit Sharing Plan (SC) $88M · 920
- The Brightview Senior Living 401(k) Plan (MD) $88M · 4,378
- Ach Food Companies, Inc. Thrift Plan (IL) $88M · 325
Similar participant headcount
Nearest other-state filings by covered participants (1,004 participants); asset peers above are excluded.
- Heart of America 401(k) Plan (IL) 1,004 · 0 off
- Cass Information Systems, Inc. 401(k) Plan (MO) 1,004 · 0 off
- Delta Pooled Employer Plan (LA) 1,004 · 0 off
- Northwest Center 401(k) Plan (WA) 1,004 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.