Intermountain Health Care 401(k) and pension plans

Intermountain Health Care, Inc., Salt Lake City, UT. EIN 87-0269232. Annual reports 2009–2024.

Intermountain Health Care, Inc. has 3 active retirement plans on file. The largest is the Intermountain Health 401(k) Plan, with 86,655 participants and $6.8 billion in assets in 2024. T. Rowe Price has been its recordkeeper since 2009.

Active plans: 3
Participants: 173,766
Plan assets: $10.2 billion
401(k) recordkeeper: T. Rowe Price
Plans on file: 3
Industry: Health care

All 3 plans

Active plans first

Intermountain Health 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 87-0269232
Participants (2024): 86,655
Net assets (2024): $6.8 billion
Recordkeeper: T. Rowe Price2009–2024
Plan administrator: Intermountain Health Care, Inc.
36 S State ST, 16TH Floor
Salt Lake City, UT 84111
(801) 442-2000As filed for 2024
In effect since: July 1, 1984

Plans merged into this one: Optumcare Management, LLC 401(k) Retirement Savings Plan (2022).

Earlier plan names: Intermountain Healthcare Savings Plus 401(k) Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	86,655	$6.8 billion	T. Rowe Price
2023	84,637	$6.0 billion	T. Rowe Price
2022	64,165	$3.6 billion	T. Rowe Price
2021	57,060	$4.2 billion	T. Rowe Price
2020	54,053	$3.7 billion	T. Rowe Price
2019	51,521	$3.0 billion	T. Rowe Price
2018	49,720	$2.5 billion	T. Rowe Price
2017	48,639	$2.7 billion	T. Rowe Price
2016	46,718	$2.3 billion	T. Rowe Price
2015	44,732	$2.0 billion	T. Rowe Price
2014	41,272	$2.0 billion	T. Rowe Price
2013	39,332	$1.9 billion	T. Rowe Price
2012	38,393	$1.6 billion	T. Rowe Price
2011	37,450	$1.4 billion	T. Rowe Price
2010	36,316	$1.3 billion	T. Rowe Price
2009	35,605	$1.1 billion	T. Rowe Price

Intermountain Health 403(b) Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 003Employer EIN 87-0269232
Participants (2024): 47,089
Net assets (2024): $342 million
Recordkeeper: T. Rowe Price2009–2024
Plan administrator: Intermountain Health Care, Inc.
36 S State ST, 16TH Floor
Salt Lake City, UT 84111
(801) 442-2000As filed for 2024
In effect since: October 1, 1992

Earlier plan names: Intermountain Healthcare Tax Deferred Savings 403(b) Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	47,089	$342 million	T. Rowe Price
2023	45,179	$310 million	T. Rowe Price
2022	42,651	$262 million	T. Rowe Price
2021	39,560	$317 million	T. Rowe Price
2020	38,564	$280 million	T. Rowe Price
2019	39,145	$238 million	T. Rowe Price
2018	37,506	$198 million	T. Rowe Price
2017	38,861	$220 million	T. Rowe Price
2016	38,005	$192 million	T. Rowe Price
2015	36,908	$174 million	T. Rowe Price
2014	35,075	$182 million	T. Rowe Price
2013	34,012	$177 million	T. Rowe Price
2012	33,660	$146 million	T. Rowe Price
2011	33,031	$125 million	T. Rowe Price
2010	32,477	$125 million	T. Rowe Price
2009	32,322	$107 million	T. Rowe Price

Intermountain Healthcare Pension Plan

Cash balance pensionActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 87-0269232
Participants (2024): 40,022
Net assets (2024): $3.0 billion
Administered by: BNY MellonEarlier: Northern Trust (2009)
Plan administrator: Ihc Health Services, Inc.
36 South State Street, Suite 2300
Salt Lake City, UT 84111
(801) 442-2049As filed for 2024
In effect since: November 1, 1970

Earlier plan names: Ihc Pension Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	40,022	$3.0 billion	not listed
2023	41,911	$3.1 billion	BNY Mellon
2022	43,114	$2.9 billion	BNY Mellon
2021	44,933	$3.6 billion	BNY Mellon
2020	45,909	$3.3 billion	BNY Mellon
2019	44,384	$3.0 billion	BNY Mellon
2018	43,076	$2.7 billion	BNY Mellon
2017	43,813	$2.9 billion	BNY Mellon
2016	42,263	$2.6 billion	BNY Mellon
2015	45,936	$2.6 billion	BNY Mellon
2014	44,821	$2.6 billion	BNY Mellon
2013	44,096	$2.3 billion	BNY Mellon
2012	43,457	$2.1 billion	BNY Mellon
2011	42,608	$1.8 billion	BNY Mellon
2010	41,818	$1.6 billion	BNY Mellon
2009	40,855	$1.3 billion	Northern Trust

If you had money in one of these plans

Call T. Rowe Price (troweprice.com), which runs the Intermountain Health 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((801) 442-2000). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 3 plans

Intermountain Health 401(k) Plan

Intermountain Health 403(b) Plan

Intermountain Healthcare Pension Plan

If you had money in one of these plans

What these numbers are

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