401(k) · DOL Form 5500 · 2024

Independence Health Systems, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
113
Participants Small participant base
29th
Percentile by assets National rank
$17,636
Avg per participant Low balance/head
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Official DOL plan name: Independence Health Systems, Inc. 401(k) Profit Sharing Plan · Sponsored by Independence Health Systems, Inc. · Missouri · Healthcare & Social Assistance

$2M in assets, 113 participants

Independence Health Systems, Inc.'s Independence Health Systems, Inc. 401(k) Profit Sharing Plan reported $2M in total assets and 113 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,654 in Healthcare & Social Assistance (16,916 peers)

Coverage in Missouri

Independence Health Systems, Inc. 401(k) Profit Sharing Plan covers 113 participants in Missouri, about 15% of the average Missouri filer (state average ~737 per filing). Assets: $2M.

#4,654
in Healthcare & Social Assistance (16,916 peers)
-0.6%
assets change YoY

The plan reported a net loss of $13K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Independence Health Systems, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Independence Health Systems, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,992,814 29th percentile higher than 29% 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 Health Systems, Inc. 401(k) Profit Sharing 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 Health Systems, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (113 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Independence Health Systems, Inc. 401(k) Profit Sharing Plan reported net income fell from $366K in the plan year 2023 filing to -$13K in the plan year 2024 filing.
  • Independence Health Systems, Inc. 401(k) Profit Sharing Plan reported participants rose from 91 in the plan year 2023 filing to 113 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 430926316 · Independence Health Systems, Inc. PY 2024 · 401(k)

Independence Health Systems, Inc. 401(k) Profit Sharing Plan · $2M · 113 · 29th

  • TYPE $2M
  • TYPE 113
  • TYPE 29th
  • TYPE 401(k)
  • TYPE near Youthrive Pooled Employer Plan
  • TYPE ind #4654

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 Healthcare & Social Assistance retirement plans → · Plans in Missouri →

Independence Health Systems, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Independence Health Systems, Inc. 401(k) Profit Sharing PlanIndependence Health Systems,…$2MYouthrive Pooled Employer PlanYouthrive Pooled Employer Pl…$2MMcshane Welding Co., Inc. 401 (K) PlanMcshane Welding Co., Inc. 40…$2MGambino Insulation, Inc. 401(k) PlanGambino Insulation, Inc. 401…$2MInstrument Control Services 401(k) PlanInstrument Control Services …$2M
End-of-year total assets ($M) among Independence Health Systems, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Missouri filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$13K
Employer EIN430926316
Plan Effective Date1999-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Independence Health Systems, Inc.)

Sponsor-wide plan assets over time

All Independence Health Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 21.567754269909265% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M 202220232024 $1.64M $1.99M ▲ +21.3%
Year Plans Participants Total Assets
2022 1 102 $2M
2023 1 91 $2M
2024 1 113 $2M

Nearby 401(k) Plans in Missouri

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

Independence Health Systems, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Independence Health Systems, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.001992814 · Participants: 113Independence Health Systems, Inc. 401(k) Profit Sharing PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 12.368282167 · Participants: 47254Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.811159993 · Participants: 19357Bayer Corporation Savings and Retirement PlanEmerson Savings Plan, Total assets ($B): 7.357409447 · Participants: 8315Emerson Savings PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 6.521110634 · Participants: 72024Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.716699086 · Participants: 53760Centene Management Corporation Retirement Plan
Independence Health Systems, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Independence Health Systems, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Independence Health Systems, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Youthrive Pooled Employer Plan in CA ($2M); by covered participants it is Asi Gymnastics Management LLC in TX (113 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (113 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 Health Systems, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Independence Health Systems, Inc. 401(k) Profit Sharing Plan held essentially flat - down 0.6% during 2024, from $2M to $2M. Reported net income was -$13K.
How have Independence Health Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Independence Health Systems, Inc.'s sponsor-wide assets grew 21.6%, from $2M to $2M.
Which 401(k) plans are similar in size to Independence Health Systems, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Youthrive Pooled Employer Plan in CA ($2M, 22 participants).
Which 401(k) plans cover a similar participant headcount to Independence Health Systems, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Asi Gymnastics Management LLC in TX (113 participants, $2M 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 430926316.

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.