401(k) · DOL Form 5500 · 2024

Impartner, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
138
Participants Small participant base
60th
Percentile by assets National rank
$88,693
Avg per participant Below avg balance/head
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Official DOL plan name: Impartner Inc. 401(k) Plan · Sponsored by Impartner, Inc. · Utah · Information & Media

$12M in assets, 138 participants

Impartner, Inc.'s Impartner Inc. 401(k) Plan reported $12M in total assets and 138 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #1,334 in Information & Media (2,822 peers)

Coverage in Utah

Impartner Inc. 401(k) Plan covers 138 participants in Utah, about 23% of the average Utah filer (state average ~592 per filing). Assets: $12M.

#1,334
in Information & Media (2,822 peers)
+22.1%
assets growth YoY

Impartner Inc. 401(k) Plan's mid-pack asset rank among Information & Media and all filers

Impartner Inc. 401(k) Plan vs every filed plan by assets

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

$12,239,599 Top 40% higher than 60% 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

Impartner Inc. 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. Impartner Inc. 401(k) Plan sits mid-pack in the medium band (138 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Impartner Inc. 401(k) Plan reported participants fell from 213 in the plan year 2023 filing to 138 in the plan year 2024 filing.
  • Impartner Inc. 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Impartner Inc. 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 473164538 · Impartner, Inc. PY 2024 · 401(k)

Impartner Inc. 401(k) Plan · $12M · 138 · 60th

  • BOY $12M
  • BOY 138
  • BOY 60th
  • BOY 401(k)
  • BOY near Johannes Leonardo, LLC 401(k) Retirement Plan and Trust
  • BOY ind #1334

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 Information & Media retirement plans → · Plans in Utah →

Impartner Inc. 401(k) Plan in the asset neighbourhood

Impartner Inc. 401(k) Plan$12MJohannes Leonardo, LLC 401(k) Retirement Plan and TrustJohannes Leonardo, LLC 401(k…$12MThe Daily Beast Company Employees' Savings PlanThe Daily Beast Company Empl…$12MVirginia Imports, Ltd. Employees' Profit-Sharing and 401(k) PlanVirginia Imports, Ltd. Emplo…$12MAlliance Credit Union 401(k) PlanAlliance Credit Union 401(k)…$12M
End-of-year total assets ($M) among Impartner Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Utah filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN473164538
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Impartner, Inc.)

Sponsor-wide plan assets over time

All Impartner, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 63.63498416672705% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.48M $12.2M ▲ +63.6%
Year Plans Participants Total Assets
2022 1 147 $7M
2023 1 213 $10M
2024 1 138 $12M

Nearby 401(k) Plans in Utah

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

Impartner Inc. 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Impartner Inc. 401(k) Plan, Total assets ($B): 0.012239599 · Participants: 138Impartner Inc. 401(k) PlanIntermountain Health 401(k) Plan, Total assets ($B): 6.832891 · Participants: 68360Intermountain Health 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 6.145738842 · Participants: 25301Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.885575832 · Participants: 9972Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.420052359 · Participants: 14259Skywest, Inc. Employees' Retirement PlanRio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan, Total assets ($B): 0.686992924 · Participants: 1926Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan
Impartner Inc. 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Impartner Inc. 401(k) Plan side-by-side with 3 peers →

Impartner Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Johannes Leonardo, LLC 401(k) Retirement Plan and Trust in NY ($12M); by covered participants it is Budney Overhaul & Repair, Ltd Employee Retirement Plan in CT (138 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (138 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 Impartner Inc. 401(k) Plan assets move in 2024? ▼
Impartner Inc. 401(k) Plan grew sharply - up 22.1% during 2024, from $10M to $12M. Reported net income was $2M.
How have Impartner, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Impartner, Inc.'s sponsor-wide assets grew 63.6%, from $7M to $12M.
Which 401(k) plans are similar in size to Impartner Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Johannes Leonardo, LLC 401(k) Retirement Plan and Trust in NY ($12M, 171 participants).
Which 401(k) plans cover a similar participant headcount to Impartner Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Budney Overhaul & Repair, Ltd Employee Retirement Plan in CT (138 participants, $7M 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 473164538.

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.