401(k) · DOL Form 5500 · 2024
Independence Plus, Inc. 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 232
- Participants Below avg headcount
- 47th
- Percentile by assets National rank
- $28,158
- Avg per participant Low balance/head
Official DOL plan name: Independence Plus, Inc. 401(k) Plan · Sponsored by Independence Plus, Inc. · Illinois · Healthcare & Social Assistance
$7M in assets, 232 participants
Independence Plus, Inc.'s Independence Plus, Inc. 401(k) Plan reported $7M in total assets and 232 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.
- #8,674 in Healthcare & Social Assistance (16,916 peers)
Coverage in Illinois
Independence Plus, Inc. 401(k) Plan covers 232 participants in Illinois, about 30% of the average Illinois filer (state average ~779 per filing). Assets: $7M.
- #8,674
- in Healthcare & Social Assistance (16,916 peers)
- -1.7%
- assets change YoY
The plan reported a net loss of $116K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Independence Plus, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Independence Plus, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,532,671 47th percentile higher than 47% 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
Independence Plus, Inc. 401(k) 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 Plus, Inc. 401(k) Plan sits mid-pack in the medium band (232 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Independence Plus, Inc. 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to -$116K in the plan year 2024 filing.
- Independence Plus, Inc. 401(k) Plan reported participants fell from 238 in the plan year 2023 filing to 232 in the plan year 2024 filing.
- Independence Plus, Inc. 401(k) Plan end-of-year assets fell from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 363641612 · Independence Plus, Inc. PY 2024 · 401(k)
Independence Plus, Inc. 401(k) Plan · $7M · 232 · 47th
- EOY $7M
- 5500 232
- ASSETS 47th
- PCT 401(k)
- EIN near Jamison Services Inc 401(k) Profit Sharing Plan & Trust
- RANK ind #8674
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 Illinois →
Independence Plus, Inc. 401(k) Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$116K |
| Employer EIN | 363641612 |
| Plan Effective Date | 2006-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Independence Plus, Inc.)
Sponsor-wide plan assets over time
All Independence Plus, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 22.29627929511262% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 247 | $5M |
| 2023 | 1 | 238 | $7M |
| 2024 | 1 | 232 | $7M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Independence Plus, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Jamison Services Inc 401(k) Profit Sharing Plan & Trust in CA ($7M); by covered participants it is Aspen Therapy 401(k) Plan in OH (232 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (232 participants); asset peers above are excluded.
- Aspen Therapy 401(k) Plan (OH) 232 · 0 off
- Weiler Forestry 401(k) Plan (GA) 232 · 0 off
- Sentry 401(k) Plan (CA) 232 · 0 off
- Radius Health, Inc. 401(k) Plan (MA) 232 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.