Defined Benefit (Pension) · DOL Form 5500 · 2024
Independent Health Association, Inc. Pension Plan
Data updated 2026-08-25
- $90M
- Total assets Below avg plan size
- 372
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $242,292
- Avg per participant Above avg balance/head
Official DOL plan name: Independent Health Association Inc Defined Benefit Plan and Trust · Sponsored by Independent Health Association, Inc. · New York · Finance & Insurance
$90M in assets, 372 participants
Independent Health Association, Inc.'s Independent Health Association Inc Defined Benefit Plan and Trust reported $90M in total assets and 372 participants in its 2024 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.
- #7,178 in Finance & Insurance (8,549 peers)
Coverage in New York
Independent Health Association Inc Defined Benefit Plan and Trust covers 372 participants in New York, about 47% of the average New York filer (state average ~798 per filing). Assets: $90M.
- #7,178
- in Finance & Insurance (8,549 peers)
- +3.0%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Independent Health Association Inc Defined Benefit Plan and Trust's outsized position by total assets
Independent Health Association Inc Defined Benefit Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$90,132,485 Top 10% higher than 90% 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
Independent Health Association Inc Defined Benefit Plan and Trust 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. Independent Health Association Inc Defined Benefit Plan and Trust sits mid-pack in the medium band (372 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Independent Health Association Inc Defined Benefit Plan and Trust reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Independent Health Association Inc Defined Benefit Plan and Trust reported participants fell from 389 in the plan year 2023 filing to 372 in the plan year 2024 filing.
- Independent Health Association Inc Defined Benefit Plan and Trust end-of-year assets rose from $88M in the plan year 2023 filing to $90M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 161080163 · Independent Health Association, Inc. PY 2024 · Defined Benefit (Pension)
Independent Health Association Inc Defined Benefit Plan and Trust · $90M · 372 · 90th
- EOY $90M
- EOY 372
- EOY 90th
- EOY Defined Benefit (Pension)
- EOY near Ch2m Hill Omi Retirement Plan
- EOY ind #7178
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 Finance & Insurance retirement plans → · Plans in New York →
Independent Health Association Inc Defined Benefit Plan and Trust in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $88M |
|---|---|
| Net Assets (End of Year) | $90M |
| Net Income | $3M |
| Employer EIN | 161080163 |
| Plan Effective Date | 1981-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Independent Health Association, Inc.)
Sponsor-wide plan assets over time
All Independent Health Association, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $336M 30.941699168391985% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,990 | $256M |
| 2023 | 2 | 2,034 | $301M |
| 2024 | 2 | 2,024 | $336M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $17.9B · 48,014
- 1199seiu Health Care Employees Pension Fund $16.9B · 111,833
- Consolidated Edison Retirement Plan $15.6B · 10,608
- Pfizer Consolidated Pension Plan $10.0B · 8,876
- GE Energy Pension Plan $8.9B · 5,829
Independent Health Association Inc Defined Benefit Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Ch2m Hill Omi Retirement Plan in CO ($90M); by covered participants it is Riceland Foods, Inc. Employee Benefit Pension Plan in AR (372 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($90M here).
- Ch2m Hill Omi Retirement Plan (CO) $90M · 456
- IBEW 648 Pension Plan (WV) $90M · 392
- H.F.I.a.W. Local No. 32 - Pension Trust Fund (NJ) $90M · 192
- The Restated Contributory Retirement Plan for Cooperatives (IA) $90M · 444
Similar participant headcount
Nearest other-state filings by covered participants (372 participants); asset peers above are excluded.
- Riceland Foods, Inc. Employee Benefit Pension Plan (AR) 372 · 0 off
- Sunward Federal Credit Union Employees' Cash Balance Pension Plan (NM) 373 · 1 off
- Pension Plan for Employees of St. Lukes Hospital of Duluth (MN) 371 · 1 off
- Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos (VA) 373 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.