401(k) · DOL Form 5500 · 2022

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

Data updated 2026-08-11

$35M
Total assets
183
Participants
85th
Percentile by assets
$189,787
Avg per participant
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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.

  • 85th percentile by assets (of 139,126 plans)
  • #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.

$35M
total plan assets (2022 EOY)
183
covered participants
85th
percentile by assets (of 139,126 plans)
$189,787
avg assets per participant

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.

Where Tri-State Orthopaedic Surgeons, Inc. 401(k) Plan sits 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 $2,010,000,000 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

State
Indiana
Industry
Healthcare & Social Assistance

Participants vs Indiana filers

In Indiana, the average filing covers about 541 participants across 2,302 plans. Tri-State Orthopaedic Surgeons, Inc. 401(k) Plan reports 183 participants - about 34% of that state average ($35M EOY assets).

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.)

$30M$35M$40M$45M 202220232024 $34.7M $44M ▲ +26.6%
Total plan assets by year, all Tri-State Orthopaedic Surgeons Inc. plans on file
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 ($B) Participants Tri-State Orthopaedi…, Total assets ($B): 0.034731062 · Participants: 183Tri-State Orthopaedi…Elevance Health 401(…, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(…The Lilly Employee 4…, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 4…Cummins Retirement a…, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement a…Iu Health 401(k) Sav…, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Sav…Steel Dynamics, Inc.…, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc.…
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… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Tri-State Orthopaedic Surgeons, Inc. 401(k) Plan by total assets, not by location.

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).

Next read for Tri-State Orthopaedic Surgeons, Inc. 401…

Filing takeaways

Ways to act on Tri-State Orthopaedic Surgeons, Inc. 401(k) Plan's numbers.

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.