401(k) · DOL Form 5500 · 2024

Integrated Services for Behavioral Health 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
504
Participants Below avg headcount
63rd
Percentile by assets National rank
$27,933
Avg per participant Low balance/head
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Official DOL plan name: Integrated Services Retirement Plan · Sponsored by Integrated Services for Behavioral Health · Ohio · Professional & Technical Services

$14M in assets, 504 participants

Integrated Services for Behavioral Health's Integrated Services Retirement Plan reported $14M in total assets and 504 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,527 in Professional & Technical Services (20,173 peers)

Integrated Services for Behavioral Health multi-year trail

Integrated Services for Behavioral Health's plans moved +58.6% in assets from 2022 to 2024; this filing shows Integrated Services Retirement Plan at $14M / 504 participants.

#12,527
in Professional & Technical Services (20,173 peers)
+25.8%
assets growth YoY

Integrated Services Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Integrated Services Retirement Plan vs every filed plan by assets

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

$14,078,414 Top 37% higher than 63% 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

Integrated Services 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. Integrated Services Retirement Plan sits mid-pack in the medium band (504 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Integrated Services Retirement Plan end-of-year assets rose from $11M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Integrated Services Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Integrated Services Retirement Plan reported participants rose from 452 in the plan year 2023 filing to 504 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 311472366 · Integrated Services for Behavioral Health PY 2024 · 401(k)

Integrated Services Retirement Plan · $14M · 504 · 63rd

  • EBSA $14M
  • PART 504
  • TYPE 63rd
  • NET 401(k)
  • BOOK near Sumitomo (Shi) Cryogenics of America, Inc. 401(k) Plan
  • VS-ST ind #12527

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 Professional & Technical Services retirement plans → · Plans in Ohio →

Integrated Services Retirement Plan in the asset neighbourhood

Integrated Services Retirement PlanIntegrated Services Retireme…$14MSumitomo (Shi) Cryogenics of America, Inc. 401(k) PlanSumitomo (Shi) Cryogenics of…$14MOrion Associates/Meridian Services, Inc. 401(k) Retirement PlanOrion Associates/Meridian Se…$14MProfessional Park Pediatrics PA Profit Sharing 401(k) PlanProfessional Park Pediatrics…$14MNorm's 401(k) Plan$14M
End-of-year total assets ($M) among Integrated Services Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Integrated Services for Behavioral Health multi-year asset trail

Sponsor-wide plan assets over time

All Integrated Services for Behavioral Health plans reported in each filing year

Latest sponsor-wide plan assets
$14M 58.64676642480451% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $8.87M $14.1M ▲ +58.7%
Year Plans Participants Total Assets
2022 1 326 $9M
2023 1 452 $11M
2024 1 504 $14M

Integrated Services for Behavioral Health filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN311472366
Plan Effective Date1998-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Integrated Services Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Integrated Services Retirement Plan, Total assets ($B): 0.014078414 · Participants: 504Integrated Services Retirement PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Integrated Services Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Integrated Services Retirement Plan side-by-side with 3 peers →

Integrated Services Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Sumitomo (Shi) Cryogenics of America, Inc. 401(k) Plan in PA ($14M); by covered participants it is University Physicians of Brooklyn, Inc. Incentive Savings Trust in NY (504 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (504 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 Integrated Services Retirement Plan assets move in 2024? ▼
Integrated Services Retirement Plan grew sharply - up 25.8% during 2024, from $11M to $14M. Reported net income was $3M.
How have Integrated Services for Behavioral Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Integrated Services for Behavioral Health's sponsor-wide assets grew 58.6%, from $9M to $14M.
Which 401(k) plans are similar in size to Integrated Services Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sumitomo (Shi) Cryogenics of America, Inc. 401(k) Plan in PA ($14M, 105 participants).
Which 401(k) plans cover a similar participant headcount to Integrated Services Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is University Physicians of Brooklyn, Inc. Incentive Savings Trust in NY (504 participants, $40M 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 311472366.

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.