401(k) · DOL Form 5500 · 2022

Indiana Oral & Maxillofacial Surgery Associates, 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
116
Participants Small participant base
83rd
Percentile by assets National rank
$265,109
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Iomsa, P.C. Retirement Plan · Sponsored by Indiana Oral & Maxillofacial Surgery Associates, · Indiana · Healthcare & Social Assistance

$31M in assets, 116 participants

Indiana Oral & Maxillofacial Surgery Associates,'s Iomsa, P.C. Retirement Plan reported $31M in total assets and 116 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #17,204 in Healthcare & Social Assistance (20,060 peers)

Coverage in Indiana

Iomsa, P.C. Retirement Plan covers 116 participants in Indiana, about 21% of the average Indiana filer (state average ~541 per filing). Assets: $31M.

#17,204
in Healthcare & Social Assistance (20,060 peers)
-23.3%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Iomsa, P.C. Retirement Plan's outsized position by total assets

Iomsa, P.C. Retirement Plan vs every filed plan by assets

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

$30,752,676 Top 17% higher than 83% 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

Iomsa, P.C. Retirement 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. Iomsa, P.C. Retirement Plan sits mid-pack in the medium band (116 participants).

Plan-year Form 5500 strip

Filing strip 351956068 · Indiana Oral & Maxillofacial Surgery Associates, PY 2022 · 401(k)

Iomsa, P.C. Retirement Plan · $31M · 116 · 83rd

  • PHOTO $31M
  • PHOTO 116
  • PHOTO 83rd
  • PHOTO 401(k)
  • PHOTO near Novo Building Products
  • PHOTO ind #17204

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 →

Iomsa, P.C. Retirement Plan in the asset neighbourhood

Novo Building Products$31MIomsa, P.C. Retirement Plan$31MIgi 401(k) Profit Sharing Plan and TrustIgi 401(k) Profit Sharing Pl…$31MBalfour Beatty Investments, Inc. 401(k) PlanBalfour Beatty Investments, …$31MCornerstone Medical Group 401(k) Savings PlanCornerstone Medical Group 40…$31M
End-of-year total assets ($M) among Iomsa, P.C. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$31M
Net Income-$9M
Employer EIN351956068
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Indiana Oral & Maxillofacial Surgery Associates,)

Sponsor-wide plan assets over time

All Indiana Oral & Maxillofacial Surgery Associates, plans reported in each filing year

Latest sponsor-wide plan assets
$36M 18.12200993500533% vs 2022
2024 filing year
$30M$32M$34M$36M$38M 202220232024 $30.8M $36.3M ▲ +18.1%
Year Plans Participants Total Assets
2022 1 116 $31M
2023 1 105 $33M
2024 1 100 $36M

Nearby 401(k) Plans in Indiana

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

Iomsa, P.C. Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Iomsa, P.C. Retirement Plan, Total assets ($B): 0.030752676 · Participants: 116Iomsa, P.C. Retirement 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
Iomsa, P.C. Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Iomsa, P.C. Retirement Plan side-by-side with 3 peers →

Iomsa, P.C. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Novo Building Products in MI ($31M); by covered participants it is Osprey Packs, Inc. 401(k) Profit Sharing Plan in CO (116 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (116 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 Iomsa, P.C. Retirement Plan assets move in 2022? ▼
Iomsa, P.C. Retirement Plan declined sharply - down 23.3% during 2022, from $40M to $31M. Reported net income was -$9M.
How have Indiana Oral & Maxillofacial Surgery Associates, plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Indiana Oral & Maxillofacial Surgery Associates,'s sponsor-wide assets grew 18.1%, from $31M to $36M.
Where does Iomsa, P.C. Retirement Plan rank by assets among Form 5500 filers? ▼
Iomsa, P.C. Retirement Plan ranks in the 83rd 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 Iomsa, P.C. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Novo Building Products in MI ($31M, 1,140 participants).
Which 401(k) plans cover a similar participant headcount to Iomsa, P.C. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Osprey Packs, Inc. 401(k) Profit Sharing Plan in CO (116 participants, N/A 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 351956068.

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.