401(k) · DOL Form 5500 · 2024
Ion Intermediate Holdings, LLC C/O Cardinal Health, Inc. 401(k) Plan
Data updated 2026-08-25
- $98M
- Total assets Below avg plan size
- 1,030
- Participants Near avg headcount
- 90th
- Percentile by assets National rank
- $94,902
- Avg per participant Below avg balance/head
Official DOL plan name: Ion Intermediate Holdings, LLC 401(k) Plan · Sponsored by Ion Intermediate Holdings, LLC C/O Cardinal Health, Inc. · Ohio · Healthcare & Social Assistance
$98M in assets, 1,030 participants
Ion Intermediate Holdings, LLC C/O Cardinal Health, Inc.'s Ion Intermediate Holdings, LLC 401(k) Plan reported $98M in total assets and 1,030 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #15,470 in Healthcare & Social Assistance (16,916 peers)
Where Ion Intermediate Holdings, LLC 401(k) Plan sits by assets
Ion Intermediate Holdings, LLC 401(k) Plan sits in the top 10% of all filed plans by assets, $98M for 1,030 participants (~$94,902/participant), up 11.6% in 2024.
- #15,470
- in Healthcare & Social Assistance (16,916 peers)
- +11.6%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Ion Intermediate Holdings, LLC 401(k) Plan's outsized position by total assets
Ion Intermediate Holdings, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$97,748,754 Top 10% higher than 90% 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
Ion Intermediate Holdings, LLC 401(k) 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. Ion Intermediate Holdings, LLC 401(k) Plan lands in the large band (1,030 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ion Intermediate Holdings, LLC 401(k) Plan end-of-year assets rose from $88M in the plan year 2023 filing to $98M in the plan year 2024 filing.
- Ion Intermediate Holdings, LLC 401(k) Plan reported participants rose from 1,004 in the plan year 2023 filing to 1,030 in the plan year 2024 filing.
DOL schedule card
Filing strip 831904447 · Ion Intermediate Holdings, LLC C/O Cardinal Health, Inc. PY 2024 · 401(k)
Ion Intermediate Holdings, LLC 401(k) Plan · $98M · 1,030 · 90th
- EBSA $98M
- PART 1,030
- TYPE 90th
- NET 401(k)
- BOOK near Iteris, Inc 401(k) and Stock Ownership Plan
- VS-ST ind #15470
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 →
Ion Intermediate Holdings, LLC 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $88M |
|---|---|
| Net Assets (End of Year) | $97M |
| Net Income | $10M |
| Employer EIN | 831904447 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ion Intermediate Holdings, LLC C/O Cardinal Health, Inc.)
Sponsor-wide plan assets over time
All Ion Intermediate Holdings, LLC C/O Cardinal Health, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $98M 96.42448622084258% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 525 | $50M |
| 2023 | 1 | 1,004 | $88M |
| 2024 | 1 | 1,030 | $98M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Ion Intermediate Holdings, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Iteris, Inc 401(k) and Stock Ownership Plan in CA ($98M); by covered participants it is Gitlab Inc. 401(k) Plan in CA (1,030 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($98M here).
- Iteris, Inc 401(k) and Stock Ownership Plan (CA) $98M · 473
- Tlc Retirement Savings Plan (FL) $98M · 5,195
- Graham Corporation Incentive Savings Plan (NY) $98M · 555
- Truck Group 401(k) Plan (TX) $98M · 1,197
Similar participant headcount
Nearest other-state filings by covered participants (1,030 participants); asset peers above are excluded.
- Gitlab Inc. 401(k) Plan (CA) 1,030 · 0 off
- Quest Software Inc. 401(k) Plan (CA) 1,030 · 0 off
- Ecmd, Inc. Profit Sharing 401(k) Plan (NC) 1,030 · 0 off
- Stanley Martin 401(k) Plan (VA) 1,030 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.