401(k) · DOL Form 5500 · 2022
Indiana University Health Inc. 401(k) Plan
Data updated 2026-08-06
- $3.2B
- Total assets
- 39,243
- Participants
- 100th
- Percentile by assets
- $82,699
- Avg per participant
Official DOL plan name: Iu Health 401(k) Savings Plan · Sponsored by Indiana University Health Inc. · Indiana · Healthcare & Social Assistance
$3.2B in assets, 39,243 participants
Indiana University Health Inc.'s Iu Health 401(k) Savings Plan reported $3.2B in total assets and 39,243 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- 100th percentile by assets (of 139,258 plans)
- #20,046 in Healthcare & Social Assistance (20,087 peers)
Coverage in Indiana
Iu Health 401(k) Savings Plan covers 39,243 participants in Indiana, 71x the typical Indiana plan (state average ~555 per filing). Assets: $3.2B.
- $3.2B
- total plan assets (2022 EOY)
- 39,243
- covered participants
- 100th
- percentile by assets (of 139,258 plans)
- $82,699
- avg assets per participant
The plan reported a net loss of $533M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Indiana filers
In Indiana, the average filing covers about 555 participants across 2,178 plans. Iu Health 401(k) Savings Plan reports 39,243 participants - 71x that state average ($3.2B EOY assets).
Indiana filing particulars
| Total Assets (Beginning of Year) | $2.9B |
|---|---|
| Net Assets (End of Year) | $3.2B |
| Net Income | -$533M |
| Employer EIN | 351955872 |
| Plan Effective Date | 1989-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Indiana University Health Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 39,243 | $3.2B |
| 2023 | 1 | 38,575 | $3.9B |
| 2024 | 1 | 38,460 | $4.5B |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Iu Health 401(k) Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
- 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
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.0B · 8,632
- Nisource Inc Retirement Savings Plan $1.5B · 7,561
Scale composition for Iu Health 401(k) Savings Plan
Iu Health 401(k) Savings Plan reports $3.2B in end-of-year assets across 39,243 participants (0.028% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.044% of 89,805,449 covered participants) - about $82,699 per participant (60% of the national average assets-per-participant) . Net income for plan year 2022 was -$533M.
This plan identity (EIN 351955872, plan #005) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.2B to $4.5B (+38.1%) while covered participants moved from 39,243 to 38,460 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 39,243 | $3.2B | This page |
| 2023 | 38,575 | $3.9B | Open filing |
| 2024 · index core | 38,460 | $4.5B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Iu Health 401(k) Savings Plan (401(k), $4.5B, 38,460 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Iu Health 401(k) Savings Plan by total assets, not by location.
- New York District Council of Carpenters Annuity Fd (NY) $3.2B · 17,571
- Vmware Inc. 401(k) Savings Plan (CA) $3.2B · 15,793
- Starbucks Corporation 401(k) Plan (WA) $3.2B · 259,414
- Baker Hughes Company 401(k) Plan (TX) $3.3B · 12,264
Frequently Asked Questions
How did Iu Health 401(k) Savings Plan assets move in 2022? ▼
How have Indiana University Health Inc. plan assets changed over time? ▼
Where does Iu Health 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Iu Health 401(k) Savings Plan? ▼
Next read for Iu Health 401(k) Savings Plan
Filing takeaways
Ways to act on Iu Health 401(k) Savings Plan's numbers.
- By total assets, Iu Health 401(k) Savings Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Indiana. Compare plans
- Indiana University Health Inc.'s sponsor-wide assets have grown 38.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans