401(k) · DOL Form 5500 · 2024

Independence Rehab, LLC 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
1,280
Participants Near avg headcount
73rd
Percentile by assets National rank
$17,729
Avg per participant Low balance/head
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Official DOL plan name: Independence Rehab, LLC 401(k) Profit Sharing Plan · Sponsored by Independence Rehab, LLC · Utah · Healthcare & Social Assistance

$23M in assets, 1,280 participants

Independence Rehab, LLC's Independence Rehab, LLC 401(k) Profit Sharing Plan reported $23M in total assets and 1,280 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #12,988 in Healthcare & Social Assistance (16,916 peers)

Coverage in Utah

Independence Rehab, LLC 401(k) Profit Sharing Plan covers 1,280 participants in Utah, 2.2x the typical Utah plan (state average ~592 per filing). Assets: $23M.

#12,988
in Healthcare & Social Assistance (16,916 peers)
+21.0%
assets growth YoY

Independence Rehab, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Independence Rehab, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$22,693,414 Top 27% higher than 73% 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

Independence Rehab, LLC 401(k) Profit Sharing 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. Independence Rehab, LLC 401(k) Profit Sharing Plan lands in the large band (1,280 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Independence Rehab, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $19M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Independence Rehab, LLC 401(k) Profit Sharing Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Independence Rehab, LLC 401(k) Profit Sharing Plan reported participants fell from 1,459 in the plan year 2023 filing to 1,280 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 271845798 · Independence Rehab, LLC PY 2024 · 401(k)

Independence Rehab, LLC 401(k) Profit Sharing Plan · $23M · 1,280 · 73rd

  • EOY $23M
  • EOY 1,280
  • EOY 73rd
  • EOY 401(k)
  • EOY near Softtek Integration Systems, Inc. 401(k) Plan
  • EOY ind #12988

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 →

Independence Rehab, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Independence Rehab, LLC 401(k) Profit Sharing PlanIndependence Rehab, LLC 401(…$23MSofttek Integration Systems, Inc. 401(k) PlanSofttek Integration Systems,…$23MFletcher, Farley, Shipman & Salinas, L.L.P. 401(k) Profit Sharing PlanFletcher, Farley, Shipman & …$23MPrimark US 401(k) Plan$23MGa Telesis, LLC Profit Sharing PlanGa Telesis, LLC Profit Shari…$23M
End-of-year total assets ($M) among Independence Rehab, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Utah filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$23M
Net Income$4M
Employer EIN271845798
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Independence Rehab, LLC)

Sponsor-wide plan assets over time

All Independence Rehab, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$23M 63.08300229374182% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.9M $22.7M ▲ +63.0%
Year Plans Participants Total Assets
2022 1 1,814 $14M
2023 1 1,459 $19M
2024 1 1,280 $23M

Nearby 401(k) Plans in Utah

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

Independence Rehab, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Independence Rehab, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.022693414 · Participants: 1280Independence Rehab, LLC 401(k) Profit Sharing PlanIntermountain Health 401(k) Plan, Total assets ($B): 6.832891 · Participants: 68360Intermountain Health 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 6.145738842 · Participants: 25301Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.885575832 · Participants: 9972Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.420052359 · Participants: 14259Skywest, Inc. Employees' Retirement PlanRio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan, Total assets ($B): 0.686992924 · Participants: 1926Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan
Independence Rehab, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Independence Rehab, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Independence Rehab, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Softtek Integration Systems, Inc. 401(k) Plan in GA ($23M); by covered participants it is Oatey Co. Profit Sharing Retirement Trust and Savings Incentive Plan in OH (1,280 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,280 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 Independence Rehab, LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Independence Rehab, LLC 401(k) Profit Sharing Plan grew sharply - up 21.0% during 2024, from $19M to $23M. Reported net income was $4M.
How have Independence Rehab, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Independence Rehab, LLC's sponsor-wide assets grew 63.1%, from $14M to $23M.
Which 401(k) plans are similar in size to Independence Rehab, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Softtek Integration Systems, Inc. 401(k) Plan in GA ($23M, 437 participants).
Which 401(k) plans cover a similar participant headcount to Independence Rehab, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Oatey Co. Profit Sharing Retirement Trust and Savings Incentive Plan in OH (1,280 participants, $128M 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 271845798.

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.