401(k) · DOL Form 5500 · 2022

Ortho Indy 401(k) Plan

Data updated 2026-08-25

$181M
Total assets Near avg plan size
855
Participants Near avg headcount
95th
Percentile by assets National rank
$211,266
Avg per participant Above avg balance/head
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Official DOL plan name: Orthopaedics Indianapolis, Inc. Profit Sharing & 401(k) Plan · Sponsored by Ortho Indy · Indiana · Healthcare & Social Assistance

$181M in assets, 855 participants

Ortho Indy's Orthopaedics Indianapolis, Inc. Profit Sharing & 401(k) Plan reported $181M in total assets and 855 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #19,241 in Healthcare & Social Assistance (20,060 peers)

Where Orthopaedics Indianapolis, Inc. Profit Sharing & 401(k) Plan sits by assets

Orthopaedics Indianapolis, Inc. Profit Sharing & 401(k) Plan sits in the top 5% of all filed plans by assets, $181M for 855 participants (~$211,266/participant), down 13.9% in 2022.

#19,241
in Healthcare & Social Assistance (20,060 peers)
-13.9%
assets change YoY
1.8×
vs typical plan assets (national mean)

The plan reported a net loss of $29M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Orthopaedics Indianapolis, Inc. Profit Sharing & 401(k) Plan's outsized position by total assets

Orthopaedics Indianapolis, Inc. Profit Sharing & 401(k) Plan vs every filed plan by assets

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

$180,632,213 Top 5% higher than 95% 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

Orthopaedics Indianapolis, Inc. Profit Sharing & 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. Orthopaedics Indianapolis, Inc. Profit Sharing & 401(k) Plan sits mid-pack in the medium band (855 participants).

EBSA filing schedule strip

Filing strip 351090576 · Ortho Indy PY 2022 · 401(k)

Orthopaedics Indianapolis, Inc. Profit Sharing & 401(k) Plan · $181M · 855 · 95th

  • PART $181M
  • PART 855
  • PART 95th
  • PART 401(k)
  • PART near Sibley Memorial Hospital 401(k) Plan
  • PART ind #19241

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 →

Orthopaedics Indianapolis, Inc. Profit Sharing & 401(k) Plan in the asset neighbourhood

John Snow, Inc. Retirement Savings PlanJohn Snow, Inc. Retirement S…$181M401(k) Plan of Evangelical Community Hospital401(k) Plan of Evangelical C…$181MOrthopaedics Indianapolis, Inc. Profit Sharing & 401(k) PlanOrthopaedics Indianapolis, I…$181MSibley Memorial Hospital 401(k) PlanSibley Memorial Hospital 401…$181MQuinn Group, Inc. Retirement PlanQuinn Group, Inc. Retirement…$181M
End-of-year total assets ($M) among Orthopaedics Indianapolis, Inc. Profit Sharing & 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$210M
Net Assets (End of Year)$181M
Net Income-$29M
Employer EIN351090576
Plan Effective Date1964-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Ortho Indy)

Sponsor-wide plan assets over time

All Ortho Indy plans reported in each filing year

Latest sponsor-wide plan assets
$229M 26.99092160267117% vs 2022
2024 filing year
$160M$180M$200M$220M$240M 202220232024 $181M $229M ▲ +27.0%
Year Plans Participants Total Assets
2022 1 855 $181M
2023 1 885 $210M
2024 1 972 $229M

Nearby 401(k) Plans in Indiana

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

Orthopaedics Indianapolis, Inc. Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Orthopaedics Indianapolis, Inc. Profit Sharing & 401(k) Plan, Total assets ($B): 0.180632213 · Participants: 855Orthopaedics Indianapolis, Inc. Profit Sharing & 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
Orthopaedics Indianapolis, Inc. Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Orthopaedics Indianapolis, Inc. Profit Sharing & 401(k) Plan side-by-side with 3 peers →

Orthopaedics Indianapolis, Inc. Profit Sharing & 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Sibley Memorial Hospital 401(k) Plan in DC ($181M); by covered participants it is Core Laboratories Profit Sharing and Retirement Plan in TX (855 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($181M here).

Similar participant headcount

Nearest other-state filings by covered participants (855 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 Orthopaedics Indianapolis, Inc. Profit Sharing & 401(k) Plan assets move in 2022? ▼
Orthopaedics Indianapolis, Inc. Profit Sharing & 401(k) Plan pulled back noticeably - down 13.9% during 2022, from $210M to $181M. Reported net income was -$29M.
How have Ortho Indy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ortho Indy's sponsor-wide assets grew 27.0%, from $181M to $229M.
Where does Orthopaedics Indianapolis, Inc. Profit Sharing & 401(k) Plan rank by assets among Form 5500 filers? ▼
Orthopaedics Indianapolis, Inc. Profit Sharing & 401(k) Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Orthopaedics Indianapolis, Inc. Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sibley Memorial Hospital 401(k) Plan in DC ($181M, 1,929 participants).
Which 401(k) plans cover a similar participant headcount to Orthopaedics Indianapolis, Inc. Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Core Laboratories Profit Sharing and Retirement Plan in TX (855 participants, $141M 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 351090576.

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.