Defined Benefit (Pension) · DOL Form 5500 · 2024
Intermountain Health Care, Inc. Pension Plan
Data updated 2026-08-25
- $3.4B
- Total assets Very large vs avg
- 26,724
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $127,341
- Avg per participant Near avg balance/head
Official DOL plan name: Intermountain Healthcare Pension Plan · Sponsored by Intermountain Health Care, Inc. · Utah · Healthcare & Social Assistance
$3.4B in assets, 26,724 participants
Intermountain Health Care, Inc.'s Intermountain Healthcare Pension Plan reported $3.4B in total assets and 26,724 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.
- #16,861 in Healthcare & Social Assistance (16,916 peers)
Coverage in Utah
Intermountain Healthcare Pension Plan covers 26,724 participants in Utah, 45x the typical Utah plan (state average ~592 per filing). Assets: $3.4B.
- #16,861
- in Healthcare & Social Assistance (16,916 peers)
- +6.0%
- assets growth YoY
- 34×
- vs typical plan assets (national mean)
The plan reported a net loss of $33M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Intermountain Healthcare Pension Plan's outsized position by total assets
Intermountain Healthcare Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,403,061,000 Highest reported value at or above every one 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 Healthcare Pension 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 Healthcare Pension Plan is a mega filing (26,724 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Intermountain Healthcare Pension Plan reported net income fell from $184M in the plan year 2023 filing to -$33M in the plan year 2024 filing.
- Intermountain Healthcare Pension Plan end-of-year assets rose from $3.2B in the plan year 2023 filing to $3.4B in the plan year 2024 filing.
- Intermountain Healthcare Pension Plan reported participants fell from 28,140 in the plan year 2023 filing to 26,724 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 870269232 · Intermountain Health Care, Inc. PY 2024 · Defined Benefit (Pension)
Intermountain Healthcare Pension Plan · $3.4B · 26,724 · 100th
- BOOK $3.4B
- VS-ST 26,724
- BOY 100th
- SCH Defined Benefit (Pension)
- EBSA near The Hartford Retirement Plan for U.S. Employees
- PART ind #16861
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 Healthcare Pension Plan in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $3.2B |
|---|---|
| Net Assets (End of Year) | $3.0B |
| Net Income | -$33M |
| Employer EIN | 870269232 |
| Plan Effective Date | 1970-11-01 |
| 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 Defined Benefit (Pension) Plans in Utah
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Deseret Mutual Master Retirement Plan $7.1B · 10,478
- Rio Tinto America Inc. Retirement Plan $916M · 1,564
- America First Credit Union Pension Plan $600M · 2,645
- Retail Food Employers & Ufcw Local 711 Pension $367M · 8,046
- Retirement Plan for Employees of Intermountain Power Service Corporation $330M · 315
Scale composition for Intermountain Healthcare Pension Plan
Intermountain Healthcare Pension Plan reports $3.4B in end-of-year assets across 26,724 participants (0.028% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.028% of 93,925,755 covered participants) - about $127,341 per participant (92% of the national average assets-per-participant) . Net income for plan year 2024 was -$33M.
This plan identity (EIN 870269232, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.0B to $3.4B (+13.1%) while covered participants moved from 30,404 to 26,724 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 30,404 | $3.0B | Open filing |
| 2023 | 28,140 | $3.2B | Open filing |
| 2024 · index core | 26,724 | $3.4B | 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 Health 403(b) Plan (Other, $342M, 44,356 participants)
Intermountain Healthcare Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Utah, the nearest Defined Benefit (Pension) by assets is The Hartford Retirement Plan for U.S. Employees in CT ($3.4B); by covered participants it is Merck US Pension Plan in NJ (26,843 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3.4B here).
- The Hartford Retirement Plan for U.S. Employees (CT) $3.4B · 7,034
- Carpenters Pension Trust Fund of St. Louis (MO) $3.4B · 11,832
- Schlumberger Technology Corporation Pension Plan (TX) $3.4B · 1,633
- Nationwide Retirement Plan - Final Average Pay (OH) $3.5B · 5,058
Similar participant headcount
Nearest other-state filings by covered participants (26,724 participants); asset peers above are excluded.
- Merck US Pension Plan (NJ) 26,843 · 119 off
- Northwell Health Pension Plan (NY) 26,950 · 226 off
- Adjustable Plan of the National Retirement Fund (NY) 27,139 · 415 off
- The Travelers Pension Plan (MN) 27,237 · 513 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.