401(k) · DOL Form 5500 · 2022
Southern Indiana Orthopedics, Inc. 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 50
- Participants Small participant base
- 66th
- Percentile by assets National rank
- $208,616
- Avg per participant Above avg balance/head
Official DOL plan name: Southern Indiana Orthopedics, Inc. Retirement Savings Plan · Sponsored by Southern Indiana Orthopedics, Inc. · Indiana · Healthcare & Social Assistance
$10M in assets, 50 participants
Southern Indiana Orthopedics, Inc.'s Southern Indiana Orthopedics, Inc. Retirement Savings Plan reported $10M in total assets and 50 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.
- #14,265 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Southern Indiana Orthopedics, Inc. Retirement Savings Plan declined sharply 23.9% in 2022 ($14M → $10M) for 50 participants.
- #14,265
- in Healthcare & Social Assistance (20,060 peers)
- -23.9%
- assets change YoY
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.
Southern Indiana Orthopedics, Inc. Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Southern Indiana Orthopedics, Inc. Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$10,430,797 Top 34% higher than 66% 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
Southern Indiana Orthopedics, Inc. Retirement Savings Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern Indiana Orthopedics, Inc. Retirement Savings Plan is a small filing (50 participants) on this national headcount ladder.
DOL schedule card
Filing strip 352133454 · Southern Indiana Orthopedics, Inc. PY 2022 · 401(k)
Southern Indiana Orthopedics, Inc. Retirement Savings Plan · $10M · 50 · 66th
- PCT $10M
- EIN 50
- RANK 66th
- PHOTO 401(k)
- IND near Fiber Instrument Sales, Inc. 401(k) Profit Sharing Plan
- EOY ind #14265
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 →
Southern Indiana Orthopedics, Inc. Retirement Savings Plan in the asset neighbourhood
Southern Indiana Orthopedics, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Southern Indiana Orthopedics, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 6.05588432024897% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 50 | $10M |
| 2023 | 1 | 58 | $12M |
| 2024 | 1 | 60 | $11M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$3M |
| Employer EIN | 352133454 |
| Plan Effective Date | 2001-08-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Elevance Health 401(k) Plan $9.5B · 71,898
- The Lilly Employee 401(k) Plan $8.9B · 15,607
- Cummins Retirement and Savings Plan $4.4B · 23,710
- Iu Health 401(k) Savings Plan $3.2B · 39,243
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.0B · 8,632
Southern Indiana Orthopedics, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Fiber Instrument Sales, Inc. 401(k) Profit Sharing Plan in NY ($10M); by covered participants it is Graphic Information Systems, Inc. Profit Sharing Plan in OH (50 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Fiber Instrument Sales, Inc. 401(k) Profit Sharing Plan (NY) $10M · 321
- Thirdera, LLC (CO) $10M · 196
- The Konop Companies 401(k) Plan (WI) $10M · 80
- Eastern Wholesale Fence, LLC 401(k) Plan (NY) $10M · 458
Similar participant headcount
Nearest other-state filings by covered participants (50 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.