401(k) · DOL Form 5500 · 2024

Incompass Healthcare 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
342
Participants Below avg headcount
67th
Percentile by assets National rank
$49,039
Avg per participant Low balance/head
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Official DOL plan name: 401(k) Profit Sharing Plan for Employees of Incompass Healthcare · Sponsored by Incompass Healthcare · Indiana · Healthcare & Social Assistance

$17M in assets, 342 participants

Incompass Healthcare's 401(k) Profit Sharing Plan for Employees of Incompass Healthcare reported $17M in total assets and 342 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #12,127 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

401(k) Profit Sharing Plan for Employees of Incompass Healthcare holds $17M for 342 participants - about $49,039 per participant, above the median plan by assets.

#12,127
in Healthcare & Social Assistance (16,916 peers)
+2.6%
assets growth YoY

401(k) Profit Sharing Plan for Employees of Incompass Healthcare's outsized position by total assets

401(k) Profit Sharing Plan for Employees of Incompass Healthcare vs every filed plan by assets

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

$16,771,430 Top 33% higher than 67% 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

401(k) Profit Sharing Plan for Employees of Incompass Healthcare 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. 401(k) Profit Sharing Plan for Employees of Incompass Healthcare sits mid-pack in the medium band (342 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 401(k) Profit Sharing Plan for Employees of Incompass Healthcare reported net income fell from $556K in the plan year 2023 filing to $421K in the plan year 2024 filing.
  • 401(k) Profit Sharing Plan for Employees of Incompass Healthcare reported participants rose from 308 in the plan year 2023 filing to 342 in the plan year 2024 filing.
  • 401(k) Profit Sharing Plan for Employees of Incompass Healthcare end-of-year assets rose from $16M in the plan year 2023 filing to $17M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 351129339 · Incompass Healthcare PY 2024 · 401(k)

401(k) Profit Sharing Plan for Employees of Incompass Healthcare · $17M · 342 · 67th

  • SCH $17M
  • SCH 342
  • SCH 67th
  • SCH 401(k)
  • SCH near Complex Community Federal Credit Union 401(k) Plan and Trust
  • SCH ind #12127

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 Indiana →

401(k) Profit Sharing Plan for Employees of Incompass Healthcare in the asset neighbourhood

401(k) Profit Sharing Plan for Employees of Incompass Healthcare401(k) Profit Sharing Plan f…$17MComplex Community Federal Credit Union 401(k) Plan and TrustComplex Community Federal Cr…$17MLongfellow Real Estate Partners, LLC 401(k) PlanLongfellow Real Estate Partn…$17MVictory Sales, Inc. Profit Sharing Plan & TrustVictory Sales, Inc. Profit S…$17MShady Maple Farm Market & Smorgasbord 401(k) Profit Sharing PlanShady Maple Farm Market & Sm…$17M
End-of-year total assets ($M) among 401(k) Profit Sharing Plan for Employees of Incompass Healthcare and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$17M
Net Income$421K
Employer EIN351129339
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Incompass Healthcare)

Sponsor-wide plan assets over time

All Incompass Healthcare plans reported in each filing year

Latest sponsor-wide plan assets
$17M 6.183109790621849% vs 2022
2024 filing year
$15.5M$16M$16.5M$17M 202220232024 $15.8M $16.8M ▲ +6.2%
Year Plans Participants Total Assets
2022 1 252 $16M
2023 1 308 $16M
2024 1 342 $17M

Nearby 401(k) Plans in Indiana

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

401(k) Profit Sharing Plan for Employees of Incompass Healthcare vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants 401(k) Profit Sharing Plan for Employees of Incompass Healthcare, Total assets ($B): 0.01677143 · Participants: 342401(k) Profit Sharing Plan for Employees of Incompass HealthcareThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
401(k) Profit Sharing Plan for Employees of Incompass Healthcare vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare 401(k) Profit Sharing Plan for Employees of Incompass Healthcare side-by-side with 3 peers →

401(k) Profit Sharing Plan for Employees of Incompass Healthcare's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Complex Community Federal Credit Union 401(k) Plan and Trust in TX ($17M); by covered participants it is C. Stein, Inc. Retirement Plan in WA (342 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (342 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 401(k) Profit Sharing Plan for Employees of Incompass Healthcare assets move in 2024? ▼
401(k) Profit Sharing Plan for Employees of Incompass Healthcare edged up modestly - up 2.6% during 2024, from $16M to $17M. Reported net income was $421K.
How have Incompass Healthcare plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Incompass Healthcare's sponsor-wide assets grew 6.2%, from $16M to $17M.
Which 401(k) plans are similar in size to 401(k) Profit Sharing Plan for Employees of Incompass Healthcare? ▼
Among 401(k) plans in other states, the closest by assets is Complex Community Federal Credit Union 401(k) Plan and Trust in TX ($17M, 150 participants).
Which 401(k) plans cover a similar participant headcount to 401(k) Profit Sharing Plan for Employees of Incompass Healthcare? ▼
Among 401(k) plans in other states, the closest by covered participants is C. Stein, Inc. Retirement Plan in WA (342 participants, N/A 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 351129339.

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.