401(k) · DOL Form 5500 · 2024
INDEPENDENCEFIRST 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 1,159
- Participants Near avg headcount
- 68th
- Percentile by assets National rank
- $15,110
- Avg per participant Low balance/head
Official DOL plan name: Safe-Harbor 403(b) Thrift Plan for Employees of Independencefirst · Sponsored by INDEPENDENCEFIRST · Wisconsin · Healthcare & Social Assistance
$18M in assets, 1,159 participants
INDEPENDENCEFIRST's Safe-Harbor 403(b) Thrift Plan for Employees of Independencefirst reported $18M in total assets and 1,159 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.
- #12,270 in Healthcare & Social Assistance (16,916 peers)
Coverage in Wisconsin
Safe-Harbor 403(b) Thrift Plan for Employees of Independencefirst covers 1,159 participants in Wisconsin, 2.1x the typical Wisconsin plan (state average ~563 per filing). Assets: $18M.
- #12,270
- in Healthcare & Social Assistance (16,916 peers)
- +8.4%
- assets growth YoY
Safe-Harbor 403(b) Thrift Plan for Employees of Independencefirst's outsized position by total assets
Safe-Harbor 403(b) Thrift Plan for Employees of Independencefirst vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$17,512,748 Top 32% higher than 68% 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
Safe-Harbor 403(b) Thrift Plan for Employees of Independencefirst's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Safe-Harbor 403(b) Thrift Plan for Employees of Independencefirst lands in the large band (1,159 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Safe-Harbor 403(b) Thrift Plan for Employees of Independencefirst reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Safe-Harbor 403(b) Thrift Plan for Employees of Independencefirst reported participants fell from 1,271 in the plan year 2023 filing to 1,159 in the plan year 2024 filing.
- Safe-Harbor 403(b) Thrift Plan for Employees of Independencefirst end-of-year assets rose from $16M in the plan year 2023 filing to $18M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 391343425 · INDEPENDENCEFIRST PY 2024 · 401(k)
Safe-Harbor 403(b) Thrift Plan for Employees of Independencefirst · $18M · 1,159 · 68th
- RANK $18M
- RANK 1,159
- RANK 68th
- RANK 401(k)
- RANK near Bespak Laboratories, Inc. 401(k)
- RANK ind #12270
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 Wisconsin →
Safe-Harbor 403(b) Thrift Plan for Employees of Independencefirst in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $1M |
| Employer EIN | 391343425 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (INDEPENDENCEFIRST)
Sponsor-wide plan assets over time
All INDEPENDENCEFIRST plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 22.611081616411596% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,271 | $14M |
| 2023 | 1 | 1,271 | $16M |
| 2024 | 1 | 1,159 | $18M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Safe-Harbor 403(b) Thrift Plan for Employees of Independencefirst's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Bespak Laboratories, Inc. 401(k) in NC ($18M); by covered participants it is Hl Mando America Corporation Retirement Plan in AL (1,159 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Bespak Laboratories, Inc. 401(k) (NC) $18M · 216
- Brodart Retirement Plan (PA) $18M · 378
- 2012 Usp Holdings, Inc. 401(k) Plan (TX) $18M · 390
- On Inc. 401(k) Plan (OR) $18M · 458
Similar participant headcount
Nearest other-state filings by covered participants (1,159 participants); asset peers above are excluded.
- Hl Mando America Corporation Retirement Plan (AL) 1,159 · 0 off
- Cotton Holdings, Inc. 401(k) Plan (TX) 1,159 · 0 off
- Deborah Heart and Lung Center 401(k) Plan (NJ) 1,159 · 0 off
- Fidelity & Guaranty Life 401(k) Plan (IA) 1,158 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.