401(k) · DOL Form 5500 · 2024
Integrated Management Services 401(k) Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 200
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $104,710
- Avg per participant Below avg balance/head
Official DOL plan name: Integrated Management Services 401(k) Plan · Sponsored by Integrated Management Services · Kentucky · Professional & Technical Services
$21M in assets, 200 participants
Integrated Management Services's Integrated Management Services 401(k) Plan reported $21M in total assets and 200 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.
- #14,210 in Professional & Technical Services (20,173 peers)
Coverage in Kentucky
Integrated Management Services 401(k) Plan covers 200 participants in Kentucky, about 31% of the average Kentucky filer (state average ~647 per filing). Assets: $21M.
- #14,210
- in Professional & Technical Services (20,173 peers)
- +4.3%
- assets growth YoY
Integrated Management Services 401(k) Plan's outsized position by total assets
Integrated Management Services 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$20,941,967 Top 29% higher than 71% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Integrated Management Services 401(k) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Integrated Management Services 401(k) Plan sits mid-pack in the medium band (200 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Integrated Management Services 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $862K in the plan year 2024 filing.
- Integrated Management Services 401(k) Plan reported participants fell from 217 in the plan year 2023 filing to 200 in the plan year 2024 filing.
- Integrated Management Services 401(k) Plan end-of-year assets rose from $20M in the plan year 2023 filing to $21M in the plan year 2024 filing.
DOL schedule card
Filing strip 202474646 · Integrated Management Services PY 2024 · 401(k)
Integrated Management Services 401(k) Plan · $21M · 200 · 71st
- NET $21M
- NET 200
- NET 71st
- NET 401(k)
- NET near A.L.P. Lighting & Ceiling Products, Inc.401(k) Plan
- NET ind #14210
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 Professional & Technical Services retirement plans → · Plans in Kentucky →
Integrated Management Services 401(k) Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $862K |
| Employer EIN | 202474646 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Integrated Management Services)
Sponsor-wide plan assets over time
All Integrated Management Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 17.804188788738482% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 245 | $18M |
| 2023 | 1 | 217 | $20M |
| 2024 | 1 | 200 | $21M |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Commonspirit Health 401(k) Retirement Savings Plan $8.8B · 90,345
- Humana Retirement Savings Plan $7.7B · 45,706
- UPS/Ipa 401(k) Savings Plan $1.5B · 3,064
- Scionhealth 401(k) Plan $1.3B · 23,753
- Lexmark Savings Plan $1.2B · 1,919
Integrated Management Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is A.L.P. Lighting & Ceiling Products, Inc.401(k) Plan in IL ($21M); by covered participants it is Tata Elxsi 401(k) Plan in MI (200 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
Similar participant headcount
Nearest other-state filings by covered participants (200 participants); asset peers above are excluded.
- Tata Elxsi 401(k) Plan (MI) 200 · 0 off
- Holistic Care Home Health Agency, Inc. 401(k) Plan (TX) 200 · 0 off
- Atlantic Coast Dining Inc 401(k) Plan (VA) 200 · 0 off
- Golden State Medical Supply, Inc. 401(k) Plan (CA) 200 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.