401(k) · DOL Form 5500 · 2024

Independent Health Association, Inc. 401(k) Plan

Data updated 2026-07-24

$246M
Total assets: 1,652
Participants: 95th
Percentile by assets: $148,736
Avg per participant

Official DOL plan name: Independent Health 401(k) Retirement Savings Plan · Sponsored by Independent Health Association, Inc. · New York · Finance & Insurance

$246M in assets, 1,652 participants

Independent Health Association, Inc.'s Independent Health 401(k) Retirement Savings Plan reported $246M in total assets and 1,652 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

95th percentile by assets (of 116,472 plans)

Coverage in New York

Independent Health 401(k) Retirement Savings Plan covers 1,652 participants in New York, 2.1x the typical New York plan (state average ~795 per filing). Assets: $246M.

$246M
total plan assets (2024 EOY): 1,652
covered participants: 95th
percentile by assets (of 116,472 plans): $148,736
avg assets per participant

Independent Health 401(k) Retirement Savings Plan reported net income fell from $40M in the plan year 2023 filing to $32M in the plan year 2024 filing.
Independent Health 401(k) Retirement Savings Plan end-of-year assets rose from $214M in the plan year 2023 filing to $246M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

New York

Industry

Finance & Insurance

Participants vs New York filers

In New York, the average filing covers about 795 participants across 8,491 plans. Independent Health 401(k) Retirement Savings Plan reports 1,652 participants - 2.1x that state average ($246M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)	$214M
Net Assets (End of Year)	$246M
Net Income	$32M
Employer EIN	161080163
Plan Effective Date	1998-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Independent Health Association, Inc.)

Total plan assets by year, all Independent Health Association, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	1,990	$256M
2023	2	2,034	$301M
2024	2	2,024	$336M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Independent Health 401(k) Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

Compare Independent Health 401(k) Retirement Sav… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Independent Health 401(k) Retirement Savings Plan by total assets, not by location.

My Savings Plan (Union) (KY) $246M · 4,578
Energysolutions, LLC 401(k) Profit Sharing Plan (UT) $245M · 1,321
Enviri Retirement Savings and Investment Plan (PA) $246M · 1,975
National Education Association 401(k) Retirement Savings Plan (DC) $245M · 447

Frequently Asked Questions

How did Independent Health 401(k) Retirement Savings Plan assets move in 2024? ▼

Independent Health 401(k) Retirement Savings Plan grew sharply - up 15.0% during 2024, from $214M to $246M. Reported net income was $32M.

How have Independent Health Association, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Independent Health Association, Inc.'s sponsor-wide assets grew 30.9%, from $256M to $336M.

Where does Independent Health 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼

Independent Health 401(k) Retirement Savings Plan ranks in the 95th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Independent Health 401(k) Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is My Savings Plan (Union) in KY ($246M, 4,578 participants).

Next read for Independent Health 401(k) Retirement Sav…

Filing takeaways

Ways to act on Independent Health 401(k) Retirement Savings Plan's numbers.

By total assets, Independent Health 401(k) Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
Independent Health Association, Inc.'s sponsor-wide assets have grown 30.9% since 2022 across 3 plan years on file. More Finance & Insurance plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 161080163.

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.