401(k) · DOL Form 5500 · 2022

South Bend Clinic 401(k) Plan

Data updated 2026-08-25

$161M
Total assets Near avg plan size
885
Participants Near avg headcount
95th
Percentile by assets National rank
$181,681
Avg per participant Above avg balance/head
PlainRetire home → About this data

Official DOL plan name: South Bend Clinic Employees Profit Sharing Plan and Trust · Sponsored by South Bend Clinic · Indiana · Healthcare & Social Assistance

$161M in assets, 885 participants

South Bend Clinic's South Bend Clinic Employees Profit Sharing Plan and Trust reported $161M in total assets and 885 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #19,160 in Healthcare & Social Assistance (20,060 peers)

Where South Bend Clinic Employees Profit Sharing Plan and Trust sits by assets

South Bend Clinic Employees Profit Sharing Plan and Trust sits in the top 5% of all filed plans by assets, $161M for 885 participants (~$181,681/participant), down 22.7% in 2022.

#19,160
in Healthcare & Social Assistance (20,060 peers)
-22.7%
assets change YoY
1.6×
vs typical plan assets (national mean)

The plan reported a net loss of $47M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

South Bend Clinic Employees Profit Sharing Plan and Trust's outsized position by total assets

South Bend Clinic Employees Profit Sharing Plan and Trust vs every filed plan by assets

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

$160,787,681 Top 5% higher than 95% 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

South Bend Clinic Employees Profit Sharing Plan and Trust 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 Clinic Employees Profit Sharing Plan and Trust sits mid-pack in the medium band (885 participants).

Published 5500 schedule card

Filing strip 350670330 · South Bend Clinic PY 2022 · 401(k)

South Bend Clinic Employees Profit Sharing Plan and Trust · $161M · 885 · 95th

  • PART $161M
  • PART 885
  • PART 95th
  • PART 401(k)
  • PART near National Vision, Inc. 401(k) Retirement Savings Plan
  • PART ind #19160

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 Clinic Employees Profit Sharing Plan and Trust in the asset neighbourhood

The Alcott Group 401(k) Plan$161MSouth Bend Clinic Employees Profit Sharing Plan and TrustSouth Bend Clinic Employees …$161MNational Vision, Inc. 401(k) Retirement Savings PlanNational Vision, Inc. 401(k)…$161MSprings Window Fashions 401(k) Retirement PlanSprings Window Fashions 401(…$161MSix Flags 401(k) Plan$161M
End-of-year total assets ($M) among South Bend Clinic Employees Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$208M
Net Assets (End of Year)$161M
Net Income-$47M
Employer EIN350670330
Plan Effective Date1967-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

South Bend Clinic Employees Profit Sharing Plan and Trust vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants South Bend Clinic Employees Profit Sharing Plan and Trust, Total assets ($B): 0.160787681 · Participants: 885South Bend Clinic Employees Profit Sharing Plan and TrustElevance 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
South Bend Clinic Employees Profit Sharing Plan and Trust vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare South Bend Clinic Employees Profit Sharing Plan and Trust side-by-side with 3 peers →

South Bend Clinic Employees Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is National Vision, Inc. 401(k) Retirement Savings Plan in GA ($161M); by covered participants it is Rli Corp 401(k) Plan in IL (885 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($161M here).

Similar participant headcount

Nearest other-state filings by covered participants (885 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 South Bend Clinic Employees Profit Sharing Plan and Trust assets move in 2022? ▼
South Bend Clinic Employees Profit Sharing Plan and Trust declined sharply - down 22.7% during 2022, from $208M to $161M. Reported net income was -$47M.
Where does South Bend Clinic Employees Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
South Bend Clinic Employees Profit Sharing Plan and Trust ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to South Bend Clinic Employees Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is National Vision, Inc. 401(k) Retirement Savings Plan in GA ($161M, 10,337 participants).
Which 401(k) plans cover a similar participant headcount to South Bend Clinic Employees Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Rli Corp 401(k) Plan in IL (885 participants, $269M 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 350670330.

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.