401(k) · DOL Form 5500 · 2024

Imt Insurance Company 401(k) Plan

Data updated 2026-07-24

$83M
Total assets
398
Participants
89th
Percentile by assets
$208,887
Avg per participant

Official DOL plan name: Imt Insurance Company Retirement Savings Plan · Sponsored by Imt Insurance Company · Iowa · Finance & Insurance

$83M in assets, 398 participants

Imt Insurance Company's Imt Insurance Company Retirement Savings Plan reported $83M in total assets and 398 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • 89th percentile by assets (of 116,472 plans)

What the 2024 filing shows

Imt Insurance Company Retirement Savings Plan holds $83M for 398 participants - about $208,887 per participant, in the top quartile of all filed plans by assets, up 13.3% over the 2024 plan year.

$83M
total plan assets (2024 EOY)
398
covered participants
89th
percentile by assets (of 116,472 plans)
$208,887
avg assets per participant
State
Industry
Finance & Insurance

401(k) · DOL Form 5500 · 2024

What the Filing Says About Imt Insurance Company Retirement Savings Plan

Imt Insurance Company Retirement Savings Plan is a 401(k) retirement plan sponsored by Imt Insurance Company, headquartered in Iowa. According to the U.S. Department of Labor's 2024 Form 5500 filing, the plan reports $83M in total end-of-year assets and covers 398 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 420333150, and the plan has been effective since 1987-02-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets grew at a solid clip from $73M at the beginning of 2024 to $83M at year-end - up 13.3%. Net assets (after liabilities) closed the year at $83M, with reported net income of $10M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Across the 3 plan years Imt Insurance Company has on file with PlainRetire (2022-2024), sponsor-wide plan assets have moved from $115M to $137M, a gain of 19.6%, while reported participants moved from 551 to 550 (-0.2%). The strongest year on file by total sponsor assets was 2024 at $137M; the softest was 2022 at $115M. Year-by-year, sponsor-wide filings show: 2022 - $115M in assets across 2 plans covering 551 participants; 2023 - $122M in assets across 2 plans covering 545 participants; 2024 - $137M in assets across 2 plans covering 550 participants.

By assets, Imt Insurance Company Retirement Savings Plan outranks 89% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.8x the national average plan size of $100M and 730 average participants.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

How the percentile is calculated: we count every plan that filed a 2024 Form 5500 with a reported end-of-year asset figure (116,472 plans), rank Imt Insurance Company Retirement Savings Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.

Financial Summary (2024)

Total Assets (Beginning of Year)$73M
Total Assets (End of Year)$83M
Net Assets (End of Year)$83M
Net Income$10M
Plan Type401(k)
Employer EIN420333150
Plan Effective Date1987-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Imt Insurance Company)

$110M$120M$130M$140M 202220232024 $115M $137M ▲ +19.6%
Total plan assets by year, all Imt Insurance Company 401(k) plans on file
Year Plans Participants Total Assets
2022 2 551 $115M
2023 2 545 $122M
2024 2 550 $137M

Nearby 401(k) Plans in Iowa

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

Imt Insurance Company Retirement Savings Plan vs. nearby 401(k) plans in Iowa, assets vs. participants

Imt Insurance Company Retirement Savings Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Imt Insurance Compan…The Principal Select…The Rsm US LLP Retir…Iowa Health System S…The Hy-Vee and Affil…Transamerica 401(k) …
Imt Insurance Company Retirement Savings Plan vs. nearby 401(k) plans in Iowa, assets vs. participants

Similar-Sized 401(k) Plans Nationally

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

Frequently Asked Questions

How much money is in the Imt Insurance Company Retirement Savings Plan?
As of the 2024 Form 5500 filing, Imt Insurance Company Retirement Savings Plan holds $83M in total assets with 398 participants. It is sponsored by Imt Insurance Company.
What type of plan is Imt Insurance Company Retirement Savings Plan?
Imt Insurance Company Retirement Savings Plan is a 401(k) plan. It has been effective since 1987-02-01. The plan is filed with the U.S. Department of Labor under EIN 420333150.
Who sponsors the Imt Insurance Company Retirement Savings Plan?
Imt Insurance Company Retirement Savings Plan is sponsored by Imt Insurance Company, located in Iowa. The sponsor's EIN is 420333150 and the plan operates in the Finance & Insurance industry.
How did Imt Insurance Company Retirement Savings Plan perform in 2024?
Imt Insurance Company Retirement Savings Plan grew at a solid clip - up 13.3% during 2024, moving from $73M to $83M in total assets. Net income was $10M.

What this filing means

Ways to act on Imt Insurance Company Retirement Savings Plan's numbers.

  • By total assets, Imt Insurance Company Retirement Savings Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Iowa. Compare plans
  • Imt Insurance Company's sponsor-wide assets have grown 19.6% since 2022 across 3 plan years on file. More Finance & Insurance plans
  • A 401(k) plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types

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 420333150.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.

Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-07-24.