401(k) · DOL Form 5500 · 2022

Otolaryngology Associates, LLC 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
144
Participants Small participant base
85th
Percentile by assets National rank
$262,729
Avg per participant High balance/head
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Official DOL plan name: Otolaryngology Associates, LLC, 401(k) Plan · Sponsored by Otolaryngology Associates, LLC · Indiana · Healthcare & Social Assistance

$38M in assets, 144 participants

Otolaryngology Associates, LLC's Otolaryngology Associates, LLC, 401(k) Plan reported $38M in total assets and 144 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.

  • #17,597 in Healthcare & Social Assistance (20,060 peers)

Coverage in Indiana

Otolaryngology Associates, LLC, 401(k) Plan covers 144 participants in Indiana, about 27% of the average Indiana filer (state average ~541 per filing). Assets: $38M.

#17,597
in Healthcare & Social Assistance (20,060 peers)
-23.1%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Otolaryngology Associates, LLC, 401(k) Plan's outsized position by total assets

Otolaryngology Associates, LLC, 401(k) Plan vs every filed plan by assets

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

$37,833,000 Top 15% higher than 85% 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

Otolaryngology Associates, 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. Otolaryngology Associates, LLC, 401(k) Plan sits mid-pack in the medium band (144 participants).

EBSA filing schedule strip

Filing strip 351966829 · Otolaryngology Associates, LLC PY 2022 · 401(k)

Otolaryngology Associates, LLC, 401(k) Plan · $38M · 144 · 85th

  • PHOTO $38M
  • PHOTO 144
  • PHOTO 85th
  • PHOTO 401(k)
  • PHOTO near Lionakis 401(k) Plan
  • PHOTO ind #17597

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 →

Otolaryngology Associates, LLC, 401(k) Plan in the asset neighbourhood

Wisk Aero LLC 401(k) Plan$38MAlpine Sg LLC, 401(k) Plan$38MOtolaryngology Associates, LLC, 401(k) PlanOtolaryngology Associates, L…$38MLionakis 401(k) Plan$38MRick Steves' Europe, Inc. 401(k) PlanRick Steves' Europe, Inc. 40…$38M
End-of-year total assets ($M) among Otolaryngology Associates, 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)$49M
Net Assets (End of Year)$38M
Net Income-$11M
Employer EIN351966829
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Otolaryngology Associates, LLC)

Sponsor-wide plan assets over time

All Otolaryngology Associates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$48M 26.390029868104563% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $37.8M $47.8M ▲ +26.4%
Year Plans Participants Total Assets
2022 1 144 $38M
2023 1 152 $42M
2024 1 206 $48M

Nearby 401(k) Plans in Indiana

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

Otolaryngology Associates, LLC, 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Otolaryngology Associates, LLC, 401(k) Plan, Total assets ($B): 0.037833 · Participants: 144Otolaryngology Associates, 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
Otolaryngology Associates, LLC, 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Otolaryngology Associates, LLC, 401(k) Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest 401(k) by assets is Lionakis 401(k) Plan in CA ($38M); by covered participants it is Combs Concrete Construction Company 401(k) Plan in NC (144 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($38M here).

Similar participant headcount

Nearest other-state filings by covered participants (144 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 Otolaryngology Associates, LLC, 401(k) Plan assets move in 2022? ▼
Otolaryngology Associates, LLC, 401(k) Plan declined sharply - down 23.1% during 2022, from $49M to $38M. Reported net income was -$11M.
How have Otolaryngology Associates, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Otolaryngology Associates, LLC's sponsor-wide assets grew 26.4%, from $38M to $48M.
Where does Otolaryngology Associates, LLC, 401(k) Plan rank by assets among Form 5500 filers? ▼
Otolaryngology Associates, LLC, 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 Otolaryngology Associates, LLC, 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lionakis 401(k) Plan in CA ($38M, 168 participants).
Which 401(k) plans cover a similar participant headcount to Otolaryngology Associates, LLC, 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Combs Concrete Construction Company 401(k) Plan in NC (144 participants, $30K 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 351966829.

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.