Other · DOL Form 5500 · 2024
Intermountain Health Care, Inc. Retirement Plan
Data updated 2026-08-25
- $342M
- Total assets Above avg plan size
- 44,356
- Participants Very large workforce
- 96th
- Percentile by assets National rank
- $7,703
- Avg per participant Low balance/head
Official DOL plan name: Intermountain Health 403(b) Plan · Sponsored by Intermountain Health Care, Inc. · Utah · Healthcare & Social Assistance
$342M in assets, 44,356 participants
Intermountain Health Care, Inc.'s Intermountain Health 403(b) Plan reported $342M in total assets and 44,356 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #16,302 in Healthcare & Social Assistance (16,916 peers)
Coverage in Utah
Intermountain Health 403(b) Plan covers 44,356 participants in Utah, 75x the typical Utah plan (state average ~592 per filing). Assets: $342M.
- #16,302
- in Healthcare & Social Assistance (16,916 peers)
- +10.4%
- assets growth YoY
- 3.4×
- vs typical plan assets (national mean)
Intermountain Health 403(b) Plan's outsized position by total assets
Intermountain Health 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$341,695,000 Top 4% higher than 96% 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
Intermountain Health 403(b) Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Intermountain Health 403(b) Plan is a mega filing (44,356 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Intermountain Health 403(b) Plan reported net income fell from $47M in the plan year 2023 filing to $32M in the plan year 2024 filing.
- Intermountain Health 403(b) Plan end-of-year assets rose from $310M in the plan year 2023 filing to $342M in the plan year 2024 filing.
- Intermountain Health 403(b) Plan reported participants rose from 41,571 in the plan year 2023 filing to 44,356 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 870269232 · Intermountain Health Care, Inc. PY 2024 · Other
Intermountain Health 403(b) Plan · $342M · 44,356 · 96th
- RANK $342M
- RANK 44,356
- RANK 96th
- RANK Other
- RANK near Retirement Income Plan of Englewood Hospital & Medical Center
- RANK ind #16302
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 Utah →
Intermountain Health 403(b) Plan in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $310M |
|---|---|
| Net Assets (End of Year) | $342M |
| Net Income | $32M |
| Employer EIN | 870269232 |
| Plan Effective Date | 1992-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Intermountain Health Care, Inc.)
Sponsor-wide plan assets over time
All Intermountain Health Care, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10.6B 54.08212539627071% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 111,397 | $6.9B |
| 2023 | 3 | 116,391 | $9.5B |
| 2024 | 3 | 139,440 | $10.6B |
Nearby Other Plans in Utah
Peer Other plans, same state, same plan type, ranked by total assets.
- Brigham Young University Tax-Deferred Annuity Plan $189M · 293
- Intermountain Ironworkers' Tax Deferral Plan $119M · 1,229
- Westminster University Defined Contribution Retirement Plan $87M · 331
- Children's Miracle Network 403(b) Plan $53M · 178
- Waterford School 403(b) Plan $35M · 195
Scale composition for Intermountain Health 403(b) Plan
Intermountain Health 403(b) Plan reports $342M in end-of-year assets across 44,356 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.047% of 93,925,755 covered participants) - about $7,703 per participant (6% of the national average assets-per-participant) . Net income for plan year 2024 was $32M.
This plan identity (EIN 870269232, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $262M to $342M (+30.2%) while covered participants moved from 38,547 to 44,356 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 38,547 | $262M | Open filing |
| 2023 | 41,571 | $310M | Open filing |
| 2024 · index core | 44,356 | $342M | This page |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Intermountain Health 401(k) Plan (401(k), $6.8B, 68,360 participants)
- Intermountain Healthcare Pension Plan (Defined Benefit (Pension), $3.4B, 26,724 participants)
Intermountain Health 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Utah, the nearest Other by assets is Retirement Income Plan of Englewood Hospital & Medical Center in NJ ($342M); by covered participants it is Northwell Health 403(b) Plan in NY (44,511 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($342M here).
Similar participant headcount
Nearest other-state filings by covered participants (44,356 participants); asset peers above are excluded.
- Northwell Health 403(b) Plan (NY) 44,511 · 155 off
- Fca US LLC UAW Savings Plan (MI) 44,591 · 235 off
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan (PA) 43,405 · 951 off
- The Retirement Savings Plan (NY) 45,574 · 1,218 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.