INTERMOUNTAIN HEALTH 403(B) PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
INTERMOUNTAIN HEALTH CARE, INC.
This Profit Sharing plan holds $342M in total assets and serves 44,356 participants as of 2024. It is sponsored by INTERMOUNTAIN HEALTH CARE, INC. in Utah. The plan reported positive net income of $32M for the year.
What the Filing Says About INTERMOUNTAIN HEALTH 403(B) PLAN
INTERMOUNTAIN HEALTH 403(B) PLAN is a Profit Sharing retirement plan sponsored by INTERMOUNTAIN HEALTH CARE, INC., headquartered in Utah. As of the 2024 Form 5500 filing, the plan reports $342M in total end-of-year assets and covers 44,356 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 870269232, and the plan has been effective since 1992-10-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $310M at the beginning of 2024 to $342M at year-end — a gain of 10.4%. Net assets (after liabilities) closed the year at $342M, with reported net income of $32M 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.
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.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $310M |
| Total Assets (End of Year) | $342M |
| Net Assets (End of Year) | $342M |
| Net Income | $32M |
| Plan Type | Profit Sharing |
| Employer EIN | 870269232 |
| Plan Effective Date | 1992-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (INTERMOUNTAIN HEALTH CARE, INC.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 111,397 | $6.9B |
| 2023 | 3 | 116,391 | $9.5B |
| 2024 | 3 | 139,440 | $10.6B |
Nearby Profit Sharing Plans in Utah
Peer Profit Sharing plans — same state, same plan type — ranked by total assets.
- CHG COMPANIES, INC. EMPLOYEE 401(K) PLAN $418M · 7,365
- O.C. TANNER RETIREMENT & SAVINGS PLAN $328M · 1,195
- INTERMOUNTAIN HEALTHCARE TAX DEFERRED SAVINGS 403(B) PLAN $310M · 41,571
- BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN $191M · 7,029
- EXTRA SPACE MANAGEMENT, INC. 401(K) PLAN $136M · 4,176
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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 870269232.
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.
Read our methodology — how this data is sourced, computed, and verified.