401(k) · DOL Form 5500 · 2022
Lakeshore Bone & Joint Institute, P.C. 401(k) Plan
Data updated 2026-08-25
- $41M
- Total assets Below avg plan size
- 191
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $217,162
- Avg per participant Above avg balance/head
Official DOL plan name: Lakeshore Bone & Joint Institute, P.C. Employees' 401(k) Savings and Profit Sharing Plan · Sponsored by Lakeshore Bone & Joint Institute, P.C. · Indiana · Healthcare & Social Assistance
$41M in assets, 191 participants
Lakeshore Bone & Joint Institute, P.C.'s Lakeshore Bone & Joint Institute, P.C. Employees' 401(k) Savings and Profit Sharing Plan reported $41M in total assets and 191 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.
- #17,753 in Healthcare & Social Assistance (20,060 peers)
Coverage in Indiana
Lakeshore Bone & Joint Institute, P.C. Employees' 401(k) Savings and Profit Sharing Plan covers 191 participants in Indiana, about 35% of the average Indiana filer (state average ~541 per filing). Assets: $41M.
- #17,753
- in Healthcare & Social Assistance (20,060 peers)
- -12.5%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lakeshore Bone & Joint Institute, P.C. Employees' 401(k) Savings and Profit Sharing Plan's outsized position by total assets
Lakeshore Bone & Joint Institute, P.C. Employees' 401(k) Savings and Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$41,478,006 Top 14% higher than 86% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Lakeshore Bone & Joint Institute, P.C. Employees' 401(k) Savings and Profit Sharing 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. Lakeshore Bone & Joint Institute, P.C. Employees' 401(k) Savings and Profit Sharing Plan sits mid-pack in the medium band (191 participants).
Form 5500 schedule snapshot
Filing strip 351151025 · Lakeshore Bone & Joint Institute, P.C. PY 2022 · 401(k)
Lakeshore Bone & Joint Institute, P.C. Employees' 401(k) Savings and Profit Sharing Plan · $41M · 191 · 86th
- EOY $41M
- 5500 191
- ASSETS 86th
- PCT 401(k)
- EIN near Pepsi Northwest Beverages 401(k) Plan
- RANK ind #17753
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 →
Lakeshore Bone & Joint Institute, P.C. Employees' 401(k) Savings and Profit Sharing Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $47M |
|---|---|
| Net Assets (End of Year) | $41M |
| Net Income | -$6M |
| Employer EIN | 351151025 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lakeshore Bone & Joint Institute, P.C.)
Sponsor-wide plan assets over time
All Lakeshore Bone & Joint Institute, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $58M 39.052475184077075% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 191 | $41M |
| 2023 | 1 | 211 | $51M |
| 2024 | 1 | 228 | $58M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
- Iu Health 401(k) Savings Plan $3.2B · 39,243
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.0B · 8,632
Lakeshore Bone & Joint Institute, P.C. Employees' 401(k) Savings and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Pepsi Northwest Beverages 401(k) Plan in WA ($41M); by covered participants it is Quarterline Consulting Services, LLC 401(k) Plan in VA (191 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($41M here).
- Pepsi Northwest Beverages 401(k) Plan (WA) $41M · 331
- Cpl Employees Savings Plan (NY) $41M · 416
- Beachfleischman, PLLC 401(k) Plan (AZ) $41M · 179
- Rbm of Atlanta, Inc. Salary Deferral 401(k) Plan (GA) $41M · 504
Similar participant headcount
Nearest other-state filings by covered participants (191 participants); asset peers above are excluded.
- Quarterline Consulting Services, LLC 401(k) Plan (VA) 191 · 0 off
- Keyport Auto Body Shop Inc. 401(k) Plan (NJ) 191 · 0 off
- The Fall River Group, Inc. Employees' 401(k) Profit Sharing Plan (WI) 191 · 0 off
- U.M.C., Inc Employee 401(k) Plan (MN) 191 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.