Employer · plans filed under one EIN
Intermountain Health Care, Inc.
Salt Lake City, UT · Health care and social assistance
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
Intermountain Health Care, Inc., based in Salt Lake City, Utah, sponsors 3 retirement plans with 100 or more participants: 2 defined contribution and 1 defined benefit. Together they reported 173,766 participant records and $10.2B in net assets.
The largest is Intermountain Health 401(k) Plan, a 401(k) plan with 86,655 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $216M and participant contributions $383M in the latest plan years; benefits paid were $750M. Schedule C compensation reported to service provider organisations totalled $29.1M.
Combined net assets moved from $2.54B in 2009 to $10.2B in 2024 (up 302%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Intermountain Health 401(k) Plan | 401(k) plan | 2024 | 86,655 | $6.83B | $78,839 | $3,123 | $9.7M |
| Intermountain Health 403(b) Plan | 403(b) plan | 2024 | 47,089 | $342M | $7,256 | — | $196K |
| Intermountain Healthcare Pension Plan | cash balance pension plan | 2024 | 40,022 | $3.04B | $75,979 | — | $19.2M |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 3 | 173,766 | $10.2B | $216M | $383M |
| 2023 | 3 | 171,727 | $9.40B | $178M | $339M |
| 2022 | 3 | 149,930 | $6.75B | $118M | $234M |
| 2021 | 3 | 141,553 | $8.09B | $265M | $206M |
| 2020 | 3 | 138,526 | $7.27B | $240M | $187M |
| 2019 | 3 | 135,050 | $6.26B | $236M | $166M |
| 2018 | 3 | 130,302 | $5.38B | $188M | $154M |
| 2017 | 3 | 131,313 | $5.75B | $182M | $144M |
| 2016 | 3 | 126,986 | $5.06B | $182M | $133M |
| 2015 | 3 | 127,576 | $4.76B | $169M | $121M |
| 2014 | 3 | 121,168 | $4.85B | $373M | $108M |
| 2013 | 3 | 117,440 | $4.41B | $117M | $99.9M |
| 2012 | 3 | 115,510 | $3.82B | $264M | $93.1M |
| 2011 | 3 | 113,089 | $3.27B | $332M | $87.4M |
| 2010 | 3 | 110,611 | $3.04B | $217M | $82.4M |
| 2009 | 3 | 108,782 | $2.54B | $114M | $73.7M |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| T Rowe Price RPS Inc. | Recordkeeping and information management; Trustee (bank, trust company, or similar financial institution); Trustee (directed); Investment management | 2 | $3,643,000 |
| Sands Capital Management LLC | Investment advisory (plan) | 2 | $3,214,000 |
| Hig Capital | Investment management | 1 | $2,259,000 |
| Catterton Management Company, LLC | Investment management | 1 | $2,014,000 |
| Charlesbank Capital Partners | Investment management | 1 | $1,964,000 |
| Townsquare Capital LLC | Investment advisory (participants) | 1 | $1,825,000 |
| Silchester International Investors | Investment management | 1 | $1,326,000 |
| Walter Scott & Partners Limited | Investment management | 1 | $812,000 |
| Willis Towers Watson | Actuarial; Consulting (pension) | 1 | $703,000 |
| Athyrium Capital Management, LP | Investment management | 1 | $684,000 |
| Brightstar Capital Partners | — | 1 | $671,000 |
| Levine Leichtman Capital Partners | Investment management | 1 | $658,000 |
| Pacific Investment Management Co. | Investment management | 1 | $629,000 |
| Ae Industrial Partners, LLC | Investment management | 1 | $622,000 |
| The Northern Trust Company | Investment advisory (plan) | 1 | $436,000 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Intermountain Health Care, Inc. have?
3 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Intermountain Health 401(k) Plan, Intermountain Health 403(b) Plan and Intermountain Healthcare Pension Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Intermountain Health Care, Inc. contribute to its plans?
$215,608,000 in employer contributions across these plans in their latest plan years, about $1,533 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name T Rowe Price RPS Inc., Sands Capital Management LLC, Hig Capital and Catterton Management Company, LLC and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.