401(k) · DOL Form 5500 · 2022

Lakeshore Bone & Joint Institute, P.C. 401(k) Plan

Data updated 2026-08-11

$41M
Total assets: 191
Participants: 86th
Percentile by assets: $217,162
Avg per participant

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.

86th percentile by assets (of 139,126 plans)
#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.

$41M
total plan assets (2022 EOY): 191
covered participants: 86th
percentile by assets (of 139,126 plans): $217,162
avg assets per participant

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.

Where Lakeshore Bone & Joint Institute, P.C. Employees' 401(k) Savings and Profit Sharing Plan sits 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

State

Indiana

Industry

Healthcare & Social Assistance

Participants vs Indiana filers

In Indiana, the average filing covers about 541 participants across 2,302 plans. Lakeshore Bone & Joint Institute, P.C. Employees' 401(k) Savings and Profit Sharing Plan reports 191 participants - about 35% of that state average ($41M EOY assets).

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.)

Total plan assets by year, all Lakeshore Bone & Joint Institute, P.C. plans on file

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.

Lakeshore Bone & Joint Institute, P.C. Employees' 401(k) Savings and Profit Sharing 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
Iu Health 401(k) Savings Plan $3.2B · 39,243
Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.0B · 8,632

Compare Lakeshore Bone & Joint Institute, P.C. E… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Lakeshore Bone & Joint Institute, P.C. Employees' 401(k) Savings and Profit Sharing Plan by total assets, not by location.

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

Frequently Asked Questions

How did Lakeshore Bone & Joint Institute, P.C. Employees' 401(k) Savings and Profit Sharing Plan assets move in 2022? ▼

Lakeshore Bone & Joint Institute, P.C. Employees' 401(k) Savings and Profit Sharing Plan pulled back noticeably - down 12.5% during 2022, from $47M to $41M. Reported net income was -$6M.

How have Lakeshore Bone & Joint Institute, P.C. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Lakeshore Bone & Joint Institute, P.C.'s sponsor-wide assets grew 39.1%, from $41M to $58M.

Where does Lakeshore Bone & Joint Institute, P.C. Employees' 401(k) Savings and Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Lakeshore Bone & Joint Institute, P.C. Employees' 401(k) Savings and Profit Sharing Plan ranks in the 86th 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 Lakeshore Bone & Joint Institute, P.C. Employees' 401(k) Savings and Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Pepsi Northwest Beverages 401(k) Plan in WA ($41M, 331 participants).

Next read for Lakeshore Bone & Joint Institute, P.C. E…

Filing takeaways

Ways to act on Lakeshore Bone & Joint Institute, P.C. Employees' 401(k) Savings and Profit Sharing Plan's numbers.

By total assets, Lakeshore Bone & Joint Institute, P.C. Employees' 401(k) Savings and Profit Sharing Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Indiana. Compare plans
Lakeshore Bone & Joint Institute, P.C.'s sponsor-wide assets have grown 39.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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 351151025.