401(k) · DOL Form 5500 · 2024

Ims Marketing, Inc. D/B/a Insurance Management Services 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
103
Participants Small participant base
47th
Percentile by assets National rank
$63,333
Avg per participant Low balance/head
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Official DOL plan name: Insurance Management Services 401(k) Plan · Sponsored by Ims Marketing, Inc. D/B/a Insurance Management Services · Texas · Finance & Insurance

$7M in assets, 103 participants

Ims Marketing, Inc. D/B/a Insurance Management Services's Insurance Management Services 401(k) Plan reported $7M in total assets and 103 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • #2,752 in Finance & Insurance (8,549 peers)

Coverage in Texas

Insurance Management Services 401(k) Plan covers 103 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $7M.

#2,752
in Finance & Insurance (8,549 peers)
-36.8%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Insurance Management Services 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Insurance Management Services 401(k) Plan vs every filed plan by assets

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

$6,523,284 47th percentile higher than 47% 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

Insurance Management Services 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Insurance Management Services 401(k) Plan sits mid-pack in the medium band (103 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Insurance Management Services 401(k) Plan reported net income fell from $957K in the plan year 2023 filing to -$4M in the plan year 2024 filing.
  • Insurance Management Services 401(k) Plan end-of-year assets fell from $10M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Insurance Management Services 401(k) Plan reported participants rose from 86 in the plan year 2023 filing to 103 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 752355889 · Ims Marketing, Inc. D/B/a Insurance Management Services PY 2024 · 401(k)

Insurance Management Services 401(k) Plan · $7M · 103 · 47th

  • TYPE $7M
  • TYPE 103
  • TYPE 47th
  • TYPE 401(k)
  • TYPE near Universal Pure 401(k) Plan
  • TYPE ind #2752

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 Finance & Insurance retirement plans → · Plans in Texas →

Insurance Management Services 401(k) Plan in the asset neighbourhood

Insurance Management Services 401(k) PlanInsurance Management Service…$7MUniversal Pure 401(k) Plan$7MRegional Hospice & Home Care 401(k) Profit Sharing Plan & TrustRegional Hospice & Home Care…$7MMechanical Systems Company, LLC 401(k) Ps PlanMechanical Systems Company, …$7MBrandon Associates, Inc. 401(k) PlanBrandon Associates, Inc. 401…$7M
End-of-year total assets ($M) among Insurance Management Services 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$7M
Net Income-$4M
Employer EIN752355889
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ims Marketing, Inc. D/B/a Insurance Management Services)

Sponsor-wide plan assets over time

All Ims Marketing, Inc. D/B/a Insurance Management Services plans reported in each filing year

Latest sponsor-wide plan assets
$7M 30.342419961073325% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $9.36M $6.52M ▼ -30.3%
Year Plans Participants Total Assets
2022 1 98 $9M
2023 1 86 $10M
2024 1 103 $7M

Nearby 401(k) Plans in Texas

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

Insurance Management Services 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Insurance Management Services 401(k) Plan, Total assets ($B): 0.006523284 · Participants: 103Insurance Management Services 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Insurance Management Services 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Insurance Management Services 401(k) Plan side-by-side with 3 peers →

Insurance Management Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Universal Pure 401(k) Plan in GA ($7M); by covered participants it is Chrysalis House Inc 401(k) Profit Sharing Plan & Trust in MD (103 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (103 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 Insurance Management Services 401(k) Plan assets move in 2024? ▼
Insurance Management Services 401(k) Plan contracted severely - down 36.8% during 2024, from $10M to $7M. Reported net income was -$4M.
How have Ims Marketing, Inc. D/B/a Insurance Management Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ims Marketing, Inc. D/B/a Insurance Management Services's sponsor-wide assets declined 30.3%, from $9M to $7M.
Which 401(k) plans are similar in size to Insurance Management Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Universal Pure 401(k) Plan in GA ($7M, 1,227 participants).
Which 401(k) plans cover a similar participant headcount to Insurance Management Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chrysalis House Inc 401(k) Profit Sharing Plan & Trust in MD (103 participants, $207K 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 752355889.

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.