Profit Sharing · DOL Form 5500 · 2023

Innovative Resources for Independence Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
469
Participants Below avg headcount
40th
Percentile by assets National rank
$8,180
Avg per participant Low balance/head
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Official DOL plan name: Innovative Resources for Independence 403(b) Plan · Sponsored by Innovative Resources for Independence · New York · Healthcare & Social Assistance

$4M in assets, 469 participants

Innovative Resources for Independence's Innovative Resources for Independence 403(b) Plan reported $4M in total assets and 469 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,405 in Healthcare & Social Assistance (17,684 peers)

Innovative Resources for Independence multi-year trail

Innovative Resources for Independence's plans moved +23.3% in assets from 2022 to 2024; this filing shows Innovative Resources for Independence 403(b) Plan at $4M / 469 participants.

#7,405
in Healthcare & Social Assistance (17,684 peers)
+17.9%
assets growth YoY

Innovative Resources for Independence 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Innovative Resources for Independence 403(b) Plan vs every filed plan by assets

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

$3,836,258 40th percentile higher than 40% 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

Innovative Resources for Independence 403(b) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Innovative Resources for Independence 403(b) Plan sits mid-pack in the medium band (469 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Innovative Resources for Independence 403(b) Plan reported net income rose from $445K in the plan year 2022 filing to $574K in the plan year 2023 filing.
  • Innovative Resources for Independence 403(b) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Innovative Resources for Independence 403(b) Plan reported participants fell from 482 in the plan year 2022 filing to 469 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 133490223 · Innovative Resources for Independence PY 2023 · Profit Sharing

Innovative Resources for Independence 403(b) Plan · $4M · 469 · 40th

  • EIN $4M
  • RANK 469
  • PHOTO 40th
  • IND Profit Sharing
  • EOY near Walter M Fierson Md a Professional Corp Profit Sharing Plan
  • 5500 ind #7405

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 New York →

Innovative Resources for Independence 403(b) Plan in the asset neighbourhood

Innovative Resources for Independence 403(b) PlanInnovative Resources for Ind…$4MWalter M Fierson Md a Professional Corp Profit Sharing PlanWalter M Fierson Md a Profes…$4MIanieri, Giampapa & Co., P.C.$4MExcelsior Wellness 403(b) PlanExcelsior Wellness 403(b) Pl…$4MGlenn E. Ostriker Md Profit Sharing PlanGlenn E. Ostriker Md Profit …$4M
End-of-year total assets ($M) among Innovative Resources for Independence 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Innovative Resources for Independence multi-year asset trail

Sponsor-wide plan assets over time

All Innovative Resources for Independence plans reported in each filing year

Latest sponsor-wide plan assets
$4M 23.340233626403688% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.25M $4.01M ▲ +23.4%
Year Plans Participants Total Assets
2022 1 482 $3M
2023 1 469 $4M
2024 1 537 $4M

Innovative Resources for Independence filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$574K
Employer EIN133490223
Plan Effective Date1994-10-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Innovative Resources for Independence 403(b) Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Innovative Resources for Independence 403(b) Plan, Total assets ($B): 0.003836258 · Participants: 469Innovative Resources for Independence 403(b) PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
Innovative Resources for Independence 403(b) Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Innovative Resources for Independence 403(b) Plan side-by-side with 3 peers →

Innovative Resources for Independence 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Walter M Fierson Md a Professional Corp Profit Sharing Plan in CA ($4M); by covered participants it is Saint Martin's University 403(b) Plan in WA (468 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (469 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 Innovative Resources for Independence 403(b) Plan assets move in 2023? ▼
Innovative Resources for Independence 403(b) Plan grew sharply - up 17.9% during 2023, from $3M to $4M. Reported net income was $574K.
How have Innovative Resources for Independence plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Innovative Resources for Independence's sponsor-wide assets grew 23.3%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Innovative Resources for Independence 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Walter M Fierson Md a Professional Corp Profit Sharing Plan in CA ($4M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Innovative Resources for Independence 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Saint Martin's University 403(b) Plan in WA (468 participants, $32M 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 133490223.

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.