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Filings through .

Ima Financial Group

Matched across 20 name variants in the filings

Ima Financial Group summary

Ima Financial Group appears on 74 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $53.5B in assets for 576,824 participants. The median client plan holds $21.0M. Most client plans are sponsored in CO, KS and TX. The largest clients by plan assets are Apple Inc., Delta Air Lines, Inc. and Futureplan Fiduciary Services, LLC. Plans reported $2.7M in direct and indirect compensation paid to Ima Financial Group. The median is $31K per plan.

Participants
576,824
Median plan assets
$21.0M
Median plan participants
366
Median fees per plan
$31K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
Apple Inc.CA$30.8B147,655
Delta Air Lines, Inc.GA$18.3B17,720
Futureplan Fiduciary Services, LLCMA$912M200,161
Principal Life Insurance CompanyIA$651M163,954
Communityamerica Credit UnionKS$578M2,823
Herzog Contracting Corp.MO$193M2,111
Global Healthcare Exchange, Inc.CO$190M1,410
Trustees of the IBEW Local Union No 271 Neca 401(k)RETIREMENT PlanKS$171M886
Isec, Inc.CO$134M983
Plumbing & Pipefitting Industry Retirement Plan of KansasIL$113M1,885
Archer Aviation Inc.CA$75.7M1,187
AllosourceCO$72.2M706
Haselden Construction LLCCO$68.1M594
Saunders Construction IncCO$59.5M444
Standard Retirement Services, Inc.OR$57.7M4,017
Sheet Metal Workers Local No. 124 Pension Plan, plan 001OK$57.2M751
Table Mountain Rancheria Band of IndiansCA$53.9M1,430
Uplight Inc.CO$47.1M545
QB Energy Management, LLCCO$41.0M346
United Power, Inc.CO$38.5M244
Applied Control Management, Inc.CO$38.5M310
Metal-Fab, Inc.KS$38.4M291
Joint Board of Trustees - Sheet Metal Local 124, plan 002OK$37.9M456
Wichita Urology Group, P.A.KS$37.4M169
Mgma-AcmpeCO$35.2M201

Top client states

  • CO25 plans
  • KS13 plans
  • TX9 plans
  • CA8 plans
  • GA6 plans

Frequently asked questions

Who uses Ima Financial Group?
74 retirement plans list Ima Financial Group as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Apple Inc., Delta Air Lines, Inc., Futureplan Fiduciary Services, LLC, Principal Life Insurance Company and Communityamerica Credit Union. Most client plans are sponsored in CO, KS and TX.
How many plans does Ima Financial Group serve?
Ima Financial Group serves 74 retirement plans with $53.5B in plan assets and 576,824 participants, based on the latest Form 5500 filings through 2024.
What does Ima Financial Group charge?
Plans reported $2.7M in total Schedule C compensation paid to Ima Financial Group. The median plan paid $31K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served74+18 YoYRank #310 of mapped providers
Assets under administration$53.5B0.0%Rank #2813 by share of filed assets
Fees received$3MMedian $30,791/planSum across Schedule C direct + indirect
Net wins YoY+515 won - 10 lostPlan-level switch detection

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