Profit Sharing · DOL Form 5500 · 2024
Innovative Resources for Independence Profit Sharing Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 537
- Participants Below avg headcount
- 38th
- Percentile by assets National rank
- $7,473
- Avg per participant Low balance/head
Official DOL plan name: Innovative Resources for Independence 403(b) Plan · Sponsored by Innovative Resources for Independence · New York · Healthcare & Social Assistance
$4M in assets, 537 participants
Innovative Resources for Independence's Innovative Resources for Independence 403(b) Plan reported $4M in total assets and 537 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.
- #6,766 in Healthcare & Social Assistance (16,916 peers)
Innovative Resources for Independence multi-year trail
Innovative Resources for Independence's plans moved +23.3% in assets from 2022 to 2024; this filing shows Innovative Resources for Independence 403(b) Plan at $4M / 537 participants.
- #6,766
- in Healthcare & Social Assistance (16,916 peers)
- +4.6%
- assets growth YoY
Innovative Resources for Independence 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Innovative Resources for Independence 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,012,856 38th percentile higher than 38% 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
Innovative Resources for Independence 403(b) 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. Innovative Resources for Independence 403(b) Plan sits mid-pack in the medium band (537 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Innovative Resources for Independence 403(b) Plan reported net income fell from $574K in the plan year 2023 filing to $178K in the plan year 2024 filing.
- Innovative Resources for Independence 403(b) Plan reported participants rose from 469 in the plan year 2023 filing to 537 in the plan year 2024 filing.
- Innovative Resources for Independence 403(b) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 133490223 · Innovative Resources for Independence PY 2024 · Profit Sharing
Innovative Resources for Independence 403(b) Plan · $4M · 537 · 38th
- IND $4M
- IND 537
- IND 38th
- IND Profit Sharing
- IND near Joseph a. Walheim & Associates Profit Sharing & Retirement Plan
- IND ind #6766
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 →
Innovative Resources for Independence 403(b) Plan in the asset neighbourhood
Innovative Resources for Independence multi-year asset trail
Sponsor-wide plan assets over time
All Innovative Resources for Independence plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 23.340233626403688% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 482 | $3M |
| 2023 | 1 | 469 | $4M |
| 2024 | 1 | 537 | $4M |
Innovative Resources for Independence filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $178K |
| Employer EIN | 133490223 |
| Plan Effective Date | 1994-10-01 |
| Filing Status | FILING RECEIVED |
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
Innovative Resources for Independence 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Joseph a. Walheim & Associates Profit Sharing & Retirement Plan in PA ($4M); by covered participants it is Sheet Metal Workers Local Union No. 292 Annuity Fund in MI (537 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (537 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.