401(k) · DOL Form 5500 · 2024
Ima Financial Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $317M
- Total assets Above avg plan size
- 2,336
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $135,796
- Avg per participant Near avg balance/head
Official DOL plan name: Ima Financial Group, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Ima Financial Group, Inc. · Kansas · Finance & Insurance
$317M in assets, 2,336 participants
Ima Financial Group, Inc.'s Ima Financial Group, Inc. 401(k) Profit Sharing Plan and Trust reported $317M in total assets and 2,336 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #7,967 in Finance & Insurance (8,549 peers)
Coverage in Kansas
Ima Financial Group, Inc. 401(k) Profit Sharing Plan and Trust covers 2,336 participants in Kansas, 6.5x the typical Kansas plan (state average ~360 per filing). Assets: $317M.
- #7,967
- in Finance & Insurance (8,549 peers)
- +35.9%
- assets growth YoY
- 3.2×
- vs typical plan assets (national mean)
Ima Financial Group, Inc. 401(k) Profit Sharing Plan and Trust's outsized position by total assets
Ima Financial Group, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$317,218,834 Top 4% higher than 96% 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
Ima Financial Group, Inc. 401(k) Profit Sharing Plan and Trust'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. Ima Financial Group, Inc. 401(k) Profit Sharing Plan and Trust lands in the large band (2,336 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ima Financial Group, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $233M in the plan year 2023 filing to $317M in the plan year 2024 filing.
- Ima Financial Group, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from $51M in the plan year 2023 filing to $70M in the plan year 2024 filing.
- Ima Financial Group, Inc. 401(k) Profit Sharing Plan and Trust reported participants rose from 1,910 in the plan year 2023 filing to 2,336 in the plan year 2024 filing.
DOL schedule card
Filing strip 480805634 · Ima Financial Group, Inc. PY 2024 · 401(k)
Ima Financial Group, Inc. 401(k) Profit Sharing Plan and Trust · $317M · 2,336 · 96th
- IND $317M
- EOY 2,336
- 5500 96th
- ASSETS 401(k)
- PCT near Veeco Instruments Savings and Security Program Plan
- EIN ind #7967
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 Kansas →
Ima Financial Group, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Kansas filing particulars
| Total Assets (Beginning of Year) | $233M |
|---|---|
| Net Assets (End of Year) | $317M |
| Net Income | $70M |
| Employer EIN | 480805634 |
| Plan Effective Date | 1974-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ima Financial Group, Inc.)
Sponsor-wide plan assets over time
All Ima Financial Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $317M 74.26722141221892% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,697 | $182M |
| 2023 | 1 | 1,910 | $233M |
| 2024 | 1 | 2,336 | $317M |
Nearby 401(k) Plans in Kansas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Koch Employees' Savings Plan $4.3B · 11,423
- Performance Contracting Group, Inc. ESOP/401(k) Plan $3.6B · 1,315
- Black & Veatch Retirement Program $3.0B · 7,438
- Garmin International, Inc. Retirement Plan $2.2B · 7,082
- Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan $1.2B · 7,736
Ima Financial Group, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Kansas, the nearest 401(k) by assets is Veeco Instruments Savings and Security Program Plan in NY ($317M); by covered participants it is Beacon Hill Staffing Group, LLC 401(k) Plan in MA (2,336 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($317M here).
- Veeco Instruments Savings and Security Program Plan (NY) $317M · 890
- Wps 401(k) Savings Plan (WI) $317M · 2,029
- The Luther Holding Company Savings Plus Retirement Plan (MN) $317M · 3,910
- Diasorin 401(k) Plan (TX) $317M · 1,793
Similar participant headcount
Nearest other-state filings by covered participants (2,336 participants); asset peers above are excluded.
- Beacon Hill Staffing Group, LLC 401(k) Plan (MA) 2,336 · 0 off
- Flexcare LLC 401(k) Plan (CA) 2,335 · 1 off
- Asbury Communities, Inc. 401(k) Retirement Savings Plan (MD) 2,335 · 1 off
- Gis, LLC Compensation Deferral Plan (LA) 2,335 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.