Other · DOL Form 5500 · 2022
South Bend Medical Foundation, Inc Retirement Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 158
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $95,466
- Avg per participant Below avg balance/head
Official DOL plan name: South Bend Medical Foundation, Inc 403(b) Retirement Plan · Sponsored by South Bend Medical Foundation, Inc · Indiana · Healthcare & Social Assistance
$15M in assets, 158 participants
South Bend Medical Foundation, Inc's South Bend Medical Foundation, Inc 403(b) Retirement Plan reported $15M in total assets and 158 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.
- #15,474 in Healthcare & Social Assistance (20,060 peers)
Coverage in Indiana
South Bend Medical Foundation, Inc 403(b) Retirement Plan covers 158 participants in Indiana, about 29% of the average Indiana filer (state average ~541 per filing). Assets: $15M.
- #15,474
- in Healthcare & Social Assistance (20,060 peers)
- -23.1%
- assets change YoY
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
South Bend Medical Foundation, Inc 403(b) Retirement Plan's outsized position by total assets
South Bend Medical Foundation, Inc 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$15,083,667 Top 27% higher than 73% 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
South Bend Medical Foundation, Inc 403(b) 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. South Bend Medical Foundation, Inc 403(b) Retirement Plan sits mid-pack in the medium band (158 participants).
Published 5500 schedule card
Filing strip 350868178 · South Bend Medical Foundation, Inc PY 2022 · Other
South Bend Medical Foundation, Inc 403(b) Retirement Plan · $15M · 158 · 73rd
- PCT $15M
- PCT 158
- PCT 73rd
- PCT Other
- PCT near Home Health & Hospice Care Employer Sponsored 403(b) Plan
- PCT ind #15474
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 →
South Bend Medical Foundation, Inc 403(b) Retirement Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$5M |
| Employer EIN | 350868178 |
| Plan Effective Date | 2010-07-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (South Bend Medical Foundation, Inc)
Sponsor-wide plan assets over time
All South Bend Medical Foundation, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 13.377980301474434% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 158 | $15M |
| 2023 | 1 | 150 | $17M |
| 2024 | 1 | 154 | $17M |
Nearby Other Plans in Indiana
Peer Other plans, same state, same plan type, ranked by total assets.
- Parkview Health System, Inc. 403(b) Plan $634M · 14,230
- Beacon Retirement Savings 403(b) Plan $489M · 7,114
- Ici Multiple Employer Plan $409M · 2,630
- Community Foundation of Northwest Indiana 403(b) Retirement Plan $334M · 7,442
- Butler University Retirement Plan $306M · 985
South Bend Medical Foundation, Inc 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Indiana, the nearest Other by assets is Home Health & Hospice Care Employer Sponsored 403(b) Plan in NH ($15M); by covered participants it is Roosevelt Warm Springs Rehabilitation & Specialty Hospitals 403(b) Plan in GA (158 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Home Health & Hospice Care Employer Sponsored 403(b) Plan (NH) $15M · 263
- 403(b) Thrift Plan of Pathpoint (CA) $15M · 324
- Unbound Retirement Plan (KS) $15M · 134
- Good News Publishers 403(b) Retirement Plan (IL) $15M · 123
Similar participant headcount
Nearest other-state filings by covered participants (158 participants); asset peers above are excluded.
- Roosevelt Warm Springs Rehabilitation & Specialty Hospitals 403(b) Plan (GA) 158 · 0 off
- Eightcap, Inc. Retirement Plan (MI) 158 · 0 off
- Cloverwood Senior Living Inc. 403(b) Plan (NY) 158 · 0 off
- Wildwood School Inc. DC Retirement Plan (CA) 158 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.