Ion Financial, Mhc 401(k) Plan: Login, Facts & Contact Information
Ion Financial, Mhc 401(k) Login
135 former Ion Financial, Mhc employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Ion Financial, Mhc 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 16, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $5.55 million went into the plan in contributions, $1.97 million of it from the employer (36%).
- $7.19 million was paid out to participants.
- Investment and other income added $6.96 million.
- Administrative expenses were $67,012, about $141 per account.
How the Ion Financial, Mhc 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 411 | $31.4 million | $1.30 million | $2.26 million |
| 2020 | 435 | $38.5 million | $1.41 million | $1.90 million |
| 2021 | 464 | $43.1 million | $1.74 million | $4.77 million |
| 2022 | 407 | $36.8 million | $1.53 million | $2.99 million |
| 2023 | 460 | $45.6 million | $1.60 million | $3.35 million |
| 2024 | 520 | $50.8 million | $1.97 million | $7.19 million |
Ion Financial, Mhc 401(k) Contact Information
Questions about the Ion Financial, Mhc 401(k)
Does Ion Financial, Mhc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.97 million, 36% of all contributions.
Does the Ion Financial, Mhc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Ion Financial, Mhc 401(k) plan?
520 participants at the start of plan year 2024, 349 of them active employees, and 135 former employees who still had money in the plan.
What is the average 401(k) balance at Ion Financial, Mhc?
About $106,710 per account: $50.8 million in plan assets across 476 accounts with a balance at the end of plan year 2024.
Who manages the Ion Financial, Mhc 401(k) accounts?
Voya Financial (listed on the filing as VOYA RETIREMENT INSURANCE & ANNUITY) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Ion Financial, Mhc. How do I access my 401(k)?
Your account stays with Voya Financial after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.