401(k) · DOL Form 5500 · 2024

Immediate Health Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
95
Participants Small participant base
76th
Percentile by assets National rank
$294,474
Avg per participant High balance/head
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Official DOL plan name: Immediate Health 401(k) Plan · Sponsored by Immediate Health Associates, Inc. · Ohio · Healthcare & Social Assistance

$28M in assets, 95 participants

Immediate Health Associates, Inc.'s Immediate Health 401(k) Plan reported $28M in total assets and 95 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #13,503 in Healthcare & Social Assistance (16,916 peers)

Where Immediate Health 401(k) Plan sits by assets

Immediate Health 401(k) Plan sits in the top quartile of all filed plans by assets, $28M for 95 participants (~$294,474/participant), up 13.7% in 2024.

#13,503
in Healthcare & Social Assistance (16,916 peers)
+13.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $706K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Immediate Health 401(k) Plan's outsized position by total assets

Immediate Health 401(k) Plan vs every filed plan by assets

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

$27,974,993 Top 24% higher than 76% 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

Immediate Health 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Immediate Health 401(k) Plan is a small filing (95 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Immediate Health 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to -$706K in the plan year 2024 filing.
  • Immediate Health 401(k) Plan end-of-year assets rose from $25M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • Immediate Health 401(k) Plan reported participants fell from 96 in the plan year 2023 filing to 95 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 311204097 · Immediate Health Associates, Inc. PY 2024 · 401(k)

Immediate Health 401(k) Plan · $28M · 95 · 76th

  • EBSA $28M
  • PART 95
  • TYPE 76th
  • NET 401(k)
  • BOOK near Cleveland Mack Sales, Inc. 401(k) Plan
  • VS-ST ind #13503

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 Ohio →

Immediate Health 401(k) Plan in the asset neighbourhood

Administrative Control Services, Inc. Employee Directed Retirement and 401(k) Savings PlanAdministrative Control Servi…$28MUniversity Neurosurgical Associates, P. C. 401(k) PlanUniversity Neurosurgical Ass…$28MImmediate Health 401(k) Plan$28MCleveland Mack Sales, Inc. 401(k) PlanCleveland Mack Sales, Inc. 4…$28MEvans Griffiths & Hart, Inc. Profit Sharing and 401(k) Plan and TrustEvans Griffiths & Hart, Inc.…$28M
End-of-year total assets ($M) among Immediate Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$28M
Net Income-$706K
Employer EIN311204097
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Immediate Health Associates, Inc.)

Sponsor-wide plan assets over time

All Immediate Health Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 1.8667247455911011% vs 2022
2024 filing year
$32M$33M$34M$35M$36M 202220232024 $33M $33.6M ▲ +1.9%
Year Plans Participants Total Assets
2022 2 182 $33M
2023 2 202 $36M
2024 2 198 $34M

Nearby 401(k) Plans in Ohio

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

Immediate Health 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Immediate Health 401(k) Plan, Total assets ($B): 0.027974993 · Participants: 95Immediate Health 401(k) PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Immediate Health 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Immediate Health 401(k) Plan side-by-side with 3 peers →

Immediate Health 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Cleveland Mack Sales, Inc. 401(k) Plan in TX ($28M); by covered participants it is Galatea Associates 401(k) Plan in MA (95 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (95 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 Immediate Health 401(k) Plan assets move in 2024? ▼
Immediate Health 401(k) Plan grew at a solid clip - up 13.7% during 2024, from $25M to $28M. Reported net income was -$706K.
How have Immediate Health Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Immediate Health Associates, Inc.'s sponsor-wide assets grew 1.9%, from $33M to $34M.
Where does Immediate Health 401(k) Plan rank by assets among Form 5500 filers? ▼
Immediate Health 401(k) Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Immediate Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cleveland Mack Sales, Inc. 401(k) Plan in TX ($28M, 372 participants).
Which 401(k) plans cover a similar participant headcount to Immediate Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Galatea Associates 401(k) Plan in MA (95 participants, $23M 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 311204097.

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.