Other · DOL Form 5500 · 2022
Regenstrief Institute, Inc. Retirement Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 160
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $150,247
- Avg per participant Above avg balance/head
Official DOL plan name: Regenstrief Institute, Inc. Defined Contribution Retirement Plan · Sponsored by Regenstrief Institute, Inc. · Indiana · Other Services
$24M in assets, 160 participants
Regenstrief Institute, Inc.'s Regenstrief Institute, Inc. Defined Contribution Retirement Plan reported $24M in total assets and 160 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.
- #7,516 in Other Services (8,398 peers)
Coverage in Indiana
Regenstrief Institute, Inc. Defined Contribution Retirement Plan covers 160 participants in Indiana, about 30% of the average Indiana filer (state average ~541 per filing). Assets: $24M.
- #7,516
- in Other Services (8,398 peers)
- -11.2%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Regenstrief Institute, Inc. Defined Contribution Retirement Plan's outsized position by total assets
Regenstrief Institute, Inc. Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$24,039,592 Top 20% higher than 80% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Regenstrief Institute, Inc. Defined Contribution Retirement Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Regenstrief Institute, Inc. Defined Contribution Retirement Plan sits mid-pack in the medium band (160 participants).
DOL schedule card
Filing strip 300007730 · Regenstrief Institute, Inc. PY 2022 · Other
Regenstrief Institute, Inc. Defined Contribution Retirement Plan · $24M · 160 · 80th
- EOY $24M
- 5500 160
- ASSETS 80th
- PCT Other
- EIN near University of Massachusetts Global Defined Contribution Retirement Plan
- RANK ind #7516
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 Other Services retirement plans → · Plans in Indiana →
Regenstrief Institute, Inc. Defined Contribution Retirement Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | -$3M |
| Employer EIN | 300007730 |
| Plan Effective Date | 2002-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Regenstrief Institute, Inc.)
Sponsor-wide plan assets over time
All Regenstrief Institute, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $31M 30.64797023177432% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 160 | $24M |
| 2023 | 1 | 171 | $27M |
| 2024 | 1 | 178 | $31M |
Nearby Other Plans in Indiana
Peer Other plans, same state, same plan type, ranked by total assets.
- Parkview Health System, Inc. 403(b) Plan $634M · 14,230
- Beacon Retirement Savings 403(b) Plan $489M · 7,114
- Ici Multiple Employer Plan $409M · 2,630
- Community Foundation of Northwest Indiana 403(b) Retirement Plan $334M · 7,442
- Butler University Retirement Plan $306M · 985
Regenstrief Institute, Inc. Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Indiana, the nearest Other by assets is University of Massachusetts Global Defined Contribution Retirement Plan in CA ($24M); by covered participants it is City Union Mission Inc. Employees Retirement Plan in MO (160 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
- University of Massachusetts Global Defined Contribution Retirement Plan (CA) $24M · 767
- Section 403(b) Retirement Plan for Optimus Health Care, Inc. (CT) $24M · 520
- Culver-Stockton College Defined Contribution Retirement Plan (MO) $24M · 201
- 403(b) Thrift Plan for Employees of Affinia Healthcare (MO) $24M · 350
Similar participant headcount
Nearest other-state filings by covered participants (160 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.