401(k) · DOL Form 5500 · 2022

Tri-State Orthopaedic Surgeons Inc. 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
183
Participants Below avg headcount
85th
Percentile by assets National rank
$189,787
Avg per participant Above avg balance/head
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Official DOL plan name: Tri-State Orthopaedic Surgeons, Inc. 401(k) Plan · Sponsored by Tri-State Orthopaedic Surgeons Inc. · Indiana · Healthcare & Social Assistance

$35M in assets, 183 participants

Tri-State Orthopaedic Surgeons Inc.'s Tri-State Orthopaedic Surgeons, Inc. 401(k) Plan reported $35M in total assets and 183 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,435 in Healthcare & Social Assistance (20,060 peers)

Coverage in Indiana

Tri-State Orthopaedic Surgeons, Inc. 401(k) Plan covers 183 participants in Indiana, about 34% of the average Indiana filer (state average ~541 per filing). Assets: $35M.

#17,435
in Healthcare & Social Assistance (20,060 peers)
-9.5%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tri-State Orthopaedic Surgeons, Inc. 401(k) Plan's outsized position by total assets

Tri-State Orthopaedic Surgeons, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$34,731,062 Top 15% higher than 85% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Tri-State Orthopaedic Surgeons, Inc. 401(k) 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. Tri-State Orthopaedic Surgeons, Inc. 401(k) Plan sits mid-pack in the medium band (183 participants).

Plan-year Form 5500 strip

Filing strip 351284898 · Tri-State Orthopaedic Surgeons Inc. PY 2022 · 401(k)

Tri-State Orthopaedic Surgeons, Inc. 401(k) Plan · $35M · 183 · 85th

  • NET $35M
  • BOOK 183
  • VS-ST 85th
  • BOY 401(k)
  • SCH near Charm Sciences, Inc. 401(k) Profit Sharing Plan & Trust
  • EBSA ind #17435

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 Healthcare & Social Assistance retirement plans → · Plans in Indiana →

Tri-State Orthopaedic Surgeons, Inc. 401(k) Plan in the asset neighbourhood

Fresh Direct 401(k) Plan$35MTri-State Orthopaedic Surgeons, Inc. 401(k) PlanTri-State Orthopaedic Surgeo…$35MCharm Sciences, Inc. 401(k) Profit Sharing Plan & TrustCharm Sciences, Inc. 401(k) …$35MJoby Aero, Inc. 401(k) Plan$35MThe Vermont Country Store, Inc. Profit Sharing PlanThe Vermont Country Store, I…$35M
End-of-year total assets ($M) among Tri-State Orthopaedic Surgeons, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$35M
Net Income-$4M
Employer EIN351284898
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tri-State Orthopaedic Surgeons Inc.)

Sponsor-wide plan assets over time

All Tri-State Orthopaedic Surgeons Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$44M 26.626073225172327% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $34.7M $44M ▲ +26.6%
Year Plans Participants Total Assets
2022 1 183 $35M
2023 1 203 $40M
2024 1 192 $44M

Nearby 401(k) Plans in Indiana

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Tri-State Orthopaedic Surgeons, Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Tri-State Orthopaedic Surgeons, Inc. 401(k) Plan, Total assets ($B): 0.034731062 · Participants: 183Tri-State Orthopaedic Surgeons, Inc. 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Tri-State Orthopaedic Surgeons, Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Tri-State Orthopaedic Surgeons, Inc. 401(k) Plan side-by-side with 3 peers →

Tri-State Orthopaedic Surgeons, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Charm Sciences, Inc. 401(k) Profit Sharing Plan & Trust in MA ($35M); by covered participants it is Masy's Retirement Plan in MA (183 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($35M here).

Similar participant headcount

Nearest other-state filings by covered participants (183 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.

Frequently Asked Questions

How did Tri-State Orthopaedic Surgeons, Inc. 401(k) Plan assets move in 2022? ▼
Tri-State Orthopaedic Surgeons, Inc. 401(k) Plan pulled back noticeably - down 9.5% during 2022, from $38M to $35M. Reported net income was -$4M.
How have Tri-State Orthopaedic Surgeons Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tri-State Orthopaedic Surgeons Inc.'s sponsor-wide assets grew 26.6%, from $35M to $44M.
Where does Tri-State Orthopaedic Surgeons, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Tri-State Orthopaedic Surgeons, Inc. 401(k) Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Tri-State Orthopaedic Surgeons, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Charm Sciences, Inc. 401(k) Profit Sharing Plan & Trust in MA ($35M, 296 participants).
Which 401(k) plans cover a similar participant headcount to Tri-State Orthopaedic Surgeons, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Masy's Retirement Plan in MA (183 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 351284898.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.