401(k) · DOL Form 5500 · 2022

Hoosier Investments, LLC 401(k) Plan

Data updated 2026-08-25

$865K
Total assets Small plan by assets
166
Participants Small participant base
23rd
Percentile by assets National rank
$5,209
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Hoosier Investments, LLC 401(k) Plan · Sponsored by Hoosier Investments, LLC · Indiana · Finance & Insurance

$865K in assets, 166 participants

Hoosier Investments, LLC's Hoosier Investments, LLC 401(k) Plan reported $865K in total assets and 166 participants in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.

  • #1,419 in Finance & Insurance (9,261 peers)

Coverage in Indiana

Hoosier Investments, LLC 401(k) Plan covers 166 participants in Indiana, about 31% of the average Indiana filer (state average ~541 per filing). Assets: $865K.

#1,419
in Finance & Insurance (9,261 peers)
+37.3%
assets growth YoY

Hoosier Investments, LLC 401(k) Plan among the smaller filed plans by assets

Hoosier Investments, LLC 401(k) Plan vs every filed plan by assets

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

$864,669 23rd percentile higher than 23% 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

Hoosier Investments, LLC 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. Hoosier Investments, LLC 401(k) Plan sits mid-pack in the medium band (166 participants).

Plan-year Form 5500 strip

Filing strip 384029979 · Hoosier Investments, LLC PY 2022 · 401(k)

Hoosier Investments, LLC 401(k) Plan · $865K · 166 · 23rd

  • PART $865K
  • TYPE 166
  • NET 23rd
  • BOOK 401(k)
  • VS-ST near Srd Architects Inc 401(k) Profit Sharing Plan & Trust
  • BOY ind #1419

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 Finance & Insurance retirement plans → · Plans in Indiana →

Hoosier Investments, LLC 401(k) Plan in the asset neighbourhood

Hoosier Investments, LLC 401(k) PlanHoosier Investments, LLC 401…$865KSrd Architects Inc 401(k) Profit Sharing Plan & TrustSrd Architects Inc 401(k) Pr…$865KRenal Care Clinic, P.a. 401(k) PlanRenal Care Clinic, P.a. 401(…$864KMobymax 401(k) Plan$864KCasjam Express 401(k) Trust$865K
End-of-year total assets ($M) among Hoosier Investments, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$630K
Net Assets (End of Year)$865K
Net Income$235K
Employer EIN384029979
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Hoosier Investments, LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Hoosier Investments, LLC 401(k) Plan, Total assets ($B): 0.000864669 · Participants: 166Hoosier Investments, LLC 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
Hoosier Investments, LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants

Hoosier Investments, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Srd Architects Inc 401(k) Profit Sharing Plan & Trust in CA ($865K); by covered participants it is Client Solution Architects, LLC 401(k) Plan in PA (166 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($865K here).

Similar participant headcount

Nearest other-state filings by covered participants (166 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 Hoosier Investments, LLC 401(k) Plan assets move in 2022?
Hoosier Investments, LLC 401(k) Plan surged - up 37.3% during 2022, from $630K to $865K. Reported net income was $235K.
Where does Hoosier Investments, LLC 401(k) Plan rank by assets among Form 5500 filers?
Hoosier Investments, LLC 401(k) Plan ranks in the 23rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Hoosier Investments, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Srd Architects Inc 401(k) Profit Sharing Plan & Trust in CA ($865K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Hoosier Investments, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Client Solution Architects, LLC 401(k) Plan in PA (166 participants, N/A in assets).