Profit Sharing · DOL Form 5500 · 2024
The Institute for Family Health Profit Sharing Plan
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 1,393
- Participants Near avg headcount
- 81st
- Percentile by assets National rank
- $27,925
- Avg per participant Low balance/head
Official DOL plan name: The Institute for Family Health Retirement Plan · Sponsored by The Institute for Family Health · New York · Healthcare & Social Assistance
$39M in assets, 1,393 participants
The Institute for Family Health's The Institute for Family Health Retirement Plan reported $39M in total assets and 1,393 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- #14,171 in Healthcare & Social Assistance (16,916 peers)
Where The Institute for Family Health Retirement Plan sits by assets
The Institute for Family Health Retirement Plan sits in the top quartile of all filed plans by assets, $39M for 1,393 participants (~$27,925/participant), up 28.1% in 2024.
- #14,171
- in Healthcare & Social Assistance (16,916 peers)
- +28.1%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
The Institute for Family Health Retirement Plan's outsized position by total assets
The Institute for Family Health Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$38,899,149 Top 19% higher than 81% 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
The Institute for Family Health Retirement Plan'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. The Institute for Family Health Retirement Plan lands in the large band (1,393 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Institute for Family Health Retirement Plan end-of-year assets rose from $30M in the plan year 2023 filing to $39M in the plan year 2024 filing.
- The Institute for Family Health Retirement Plan reported net income fell from $9M in the plan year 2023 filing to $9M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 133273402 · The Institute for Family Health PY 2024 · Profit Sharing
The Institute for Family Health Retirement Plan · $39M · 1,393 · 81st
- EIN $39M
- RANK 1,393
- PHOTO 81st
- IND Profit Sharing
- EOY near Dismas Charities, Inc. Retirement Plan
- 5500 ind #14171
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 New York →
The Institute for Family Health Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | $9M |
| Employer EIN | 133273402 |
| Plan Effective Date | 2018-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Institute for Family Health)
Sponsor-wide plan assets over time
All The Institute for Family Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $39M 82.5391136147829% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,200 | $21M |
| 2023 | 1 | 1,401 | $30M |
| 2024 | 1 | 1,393 | $39M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.3B · 18,200
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
- The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
- Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
The Institute for Family Health Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Dismas Charities, Inc. Retirement Plan in KY ($39M); by covered participants it is New Orleans Electrical Annuity Plan in TN (1,393 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,393 participants); asset peers above are excluded.
- New Orleans Electrical Annuity Plan (TN) 1,393 · 0 off
- Rail Group 401(k) & Profit Sharing Plan (WA) 1,395 · 2 off
- I.U.P.a.T. of Western PA Annuity Fund (OH) 1,386 · 7 off
- Scansource, Inc. 401(k) Plan (SC) 1,401 · 8 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.