401(k) · DOL Form 5500 · 2022

Theoris, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
205
Participants Below avg headcount
67th
Percentile by assets National rank
$53,966
Avg per participant Low balance/head
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Official DOL plan name: Theoris Group, Inc. 401(k) Profit Sharing Plan · Sponsored by Theoris, Inc. · Indiana · Professional & Technical Services

$11M in assets, 205 participants

Theoris, Inc.'s Theoris Group, Inc. 401(k) Profit Sharing Plan reported $11M in total assets and 205 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #14,235 in Professional & Technical Services (21,562 peers)

Coverage in Indiana

Theoris Group, Inc. 401(k) Profit Sharing Plan covers 205 participants in Indiana, about 38% of the average Indiana filer (state average ~541 per filing). Assets: $11M.

#14,235
in Professional & Technical Services (21,562 peers)
-13.9%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Theoris Group, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Theoris Group, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$11,062,995 Top 33% higher than 67% 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

Theoris Group, Inc. 401(k) 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. Theoris Group, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (205 participants).

Plan-year Form 5500 strip

Filing strip 351604343 · Theoris, Inc. PY 2022 · 401(k)

Theoris Group, Inc. 401(k) Profit Sharing Plan · $11M · 205 · 67th

  • EIN $11M
  • RANK 205
  • PHOTO 67th
  • IND 401(k)
  • EOY near National Mortgage and Finance Company, Limited Profit Sharing 401(k) Plan
  • 5500 ind #14235

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 Professional & Technical Services retirement plans → · Plans in Indiana →

Theoris Group, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Theoris Group, Inc. 401(k) Profit Sharing PlanTheoris Group, Inc. 401(k) P…$11MNational Mortgage and Finance Company, Limited Profit Sharing 401(k) PlanNational Mortgage and Financ…$11MArray Architects 401(k) Plan$11MThe Eye Center of Central PA, LLP 401(k) Profit Sharing PlanThe Eye Center of Central PA…$11MSouthwest Florida Enterprises 401(k) PlanSouthwest Florida Enterprise…$11M
End-of-year total assets ($M) among Theoris Group, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$11M
Net Income-$2M
Employer EIN351604343
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Theoris, Inc.)

Sponsor-wide plan assets over time

All Theoris, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 23.558629466975265% vs 2022
2024 filing year
$10M$11M$12M$13M$14M$15M 202220232024 $11.1M $13.7M ▲ +23.6%
Year Plans Participants Total Assets
2022 1 205 $11M
2023 1 199 $14M
2024 1 254 $14M

Nearby 401(k) Plans in Indiana

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

Theoris Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Theoris Group, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.011062995 · Participants: 205Theoris Group, Inc. 401(k) Profit Sharing PlanElevance 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
Theoris Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Theoris Group, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Theoris Group, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is National Mortgage and Finance Company, Limited Profit Sharing 401(k) Plan in HI ($11M); by covered participants it is Fresh Venture Foods 401(k) Plan in CA (205 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (205 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 Theoris Group, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Theoris Group, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 13.9% during 2022, from $13M to $11M. Reported net income was -$2M.
How have Theoris, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Theoris, Inc.'s sponsor-wide assets grew 23.6%, from $11M to $14M.
Which 401(k) plans are similar in size to Theoris Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is National Mortgage and Finance Company, Limited Profit Sharing 401(k) Plan in HI ($11M, 96 participants).
Which 401(k) plans cover a similar participant headcount to Theoris Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fresh Venture Foods 401(k) Plan in CA (205 participants, N/A 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 351604343.

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.