401(k) · DOL Form 5500 · 2022
South Bend Clinic 401(k) Plan
Data updated 2026-08-11
- $161M
- Total assets
- 885
- Participants
- 95th
- Percentile by assets
- $181,681
- Avg per participant
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.
- 95th percentile by assets (of 139,126 plans)
- #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.
- $161M
- total plan assets (2022 EOY)
- 885
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $181,681
- avg assets per participant
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.
Where South Bend Clinic Employees Profit Sharing Plan and Trust sits 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
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 vs the 2022 asset distribution
By assets, South Bend Clinic Employees Profit Sharing Plan and Trust outranks 95% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.6x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $208M |
|---|---|
| Net Assets (End of Year) | $161M |
| Net Income | -$47M |
| Employer EIN | 350670330 |
| Plan Effective Date | 1967-01-01 |
| Filing Status | FILING RECEIVED |
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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to South Bend Clinic Employees Profit Sharing Plan and Trust by total assets, not by location.
- National Vision, Inc. 401(k) Retirement Savings Plan (GA) $161M · 10,337
- Springs Window Fashions 401(k) Retirement Plan (WI) $161M · 1,442
- The Alcott Group 401(k) Plan (NY) $161M · 2,510
- Six Flags 401(k) Plan (TX) $161M · 7,812
Frequently Asked Questions
How did South Bend Clinic Employees Profit Sharing Plan and Trust assets move in 2022? ▼
Where does South Bend Clinic Employees Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to South Bend Clinic Employees Profit Sharing Plan and Trust? ▼
Next read for South Bend Clinic Employees Profit Shari…
Scale reading
Ways to act on South Bend Clinic Employees Profit Sharing Plan and Trust's numbers.
- By total assets, South Bend Clinic Employees Profit Sharing Plan and Trust ranks in the top 5% 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