401(k) · DOL Form 5500 · 2024

Independence Holding Company 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
158
Participants Small participant base
80th
Percentile by assets National rank
$232,794
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Independence Holding Company Retirement Plan · Sponsored by Independence Holding Company · Connecticut · Finance & Insurance

$37M in assets, 158 participants

Independence Holding Company's Independence Holding Company Retirement Plan reported $37M in total assets and 158 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #5,919 in Finance & Insurance (8,549 peers)

Coverage in Connecticut

Independence Holding Company Retirement Plan covers 158 participants in Connecticut, about 22% of the average Connecticut filer (state average ~718 per filing). Assets: $37M.

#5,919
in Finance & Insurance (8,549 peers)
+4.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Independence Holding Company Retirement Plan's outsized position by total assets

Independence Holding Company Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$36,781,460 Top 20% higher than 80% of 123,620 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 2024

Independence Holding Company Retirement 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. Independence Holding Company Retirement Plan sits mid-pack in the medium band (158 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Independence Holding Company Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Independence Holding Company Retirement Plan end-of-year assets rose from $35M in the plan year 2023 filing to $37M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 581407235 · Independence Holding Company PY 2024 · 401(k)

Independence Holding Company Retirement Plan · $37M · 158 · 80th

  • SCH $37M
  • SCH 158
  • SCH 80th
  • SCH 401(k)
  • SCH near Morley Builders Employee Savings Plan
  • SCH ind #5919

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 Connecticut →

Independence Holding Company Retirement Plan in the asset neighbourhood

Archerpoint Employee Stock Ownership and 401(k) PlanArcherpoint Employee Stock O…$37MPer Mar Security and Research Corp. 401(k) PlanPer Mar Security and Researc…$37MIndependence Holding Company Retirement PlanIndependence Holding Company…$37MMorley Builders Employee Savings PlanMorley Builders Employee Sav…$37MUnited Radio, Inc. 401(k) Retirement PlanUnited Radio, Inc. 401(k) Re…$37M
End-of-year total assets ($M) among Independence Holding Company Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$37M
Net Income$2M
Employer EIN581407235
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Independence Holding Company)

Sponsor-wide plan assets over time

All Independence Holding Company plans reported in each filing year

Latest sponsor-wide plan assets
$37M 20.333964205501836% vs 2022
2024 filing year
$28M$30M$32M$34M$36M$38M 202220232024 $30.6M $36.8M ▲ +20.3%
Year Plans Participants Total Assets
2022 1 195 $31M
2023 1 159 $35M
2024 1 158 $37M

Nearby 401(k) Plans in Connecticut

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

Independence Holding Company Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Independence Holding Company Retirement Plan, Total assets ($B): 0.03678146 · Participants: 158Independence Holding Company Retirement PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Independence Holding Company Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Independence Holding Company Retirement Plan side-by-side with 3 peers →

Independence Holding Company Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Morley Builders Employee Savings Plan in CA ($37M); by covered participants it is Supportive Healthcare, Inc 401(k) Plan in FL (158 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (158 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Independence Holding Company Retirement Plan assets move in 2024? ▼
Independence Holding Company Retirement Plan edged up modestly - up 4.8% during 2024, from $35M to $37M. Reported net income was $2M.
How have Independence Holding Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Independence Holding Company's sponsor-wide assets grew 20.3%, from $31M to $37M.
Where does Independence Holding Company Retirement Plan rank by assets among Form 5500 filers? ▼
Independence Holding Company Retirement Plan ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Independence Holding Company Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Morley Builders Employee Savings Plan in CA ($37M, 153 participants).
Which 401(k) plans cover a similar participant headcount to Independence Holding Company Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Supportive Healthcare, Inc 401(k) Plan in FL (158 participants, $277K in assets).

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 581407235.

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.