Other · DOL Form 5500 · 2022
Orchard School Foundation Inc. Retirement Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 110
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $216,364
- Avg per participant Above avg balance/head
Official DOL plan name: Orchard School Retirement Plan · Sponsored by Orchard School Foundation Inc. · Indiana · Educational Services
$24M in assets, 110 participants
Orchard School Foundation Inc.'s Orchard School Retirement Plan reported $24M in total assets and 110 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.
- #2,588 in Educational Services (4,024 peers)
Coverage in Indiana
Orchard School Retirement Plan covers 110 participants in Indiana, about 20% of the average Indiana filer (state average ~541 per filing). Assets: $24M.
- #2,588
- in Educational Services (4,024 peers)
- +5.3%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Orchard School Retirement Plan's outsized position by total assets
Orchard School Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$23,800,079 Top 20% higher than 80% 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
Orchard School 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. Orchard School Retirement Plan sits mid-pack in the medium band (110 participants).
EBSA filing schedule strip
Filing strip 350909975 · Orchard School Foundation Inc. PY 2022 · Other
Orchard School Retirement Plan · $24M · 110 · 80th
- EIN $24M
- EIN 110
- EIN 80th
- EIN Other
- EIN near 403b Thrift Plan for Goodwill Industries of Orange County, Ca
- EIN ind #2588
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 Educational Services retirement plans → · Plans in Indiana →
Orchard School Retirement Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $1M |
| Employer EIN | 350909975 |
| Plan Effective Date | 1963-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Orchard School Foundation Inc.)
Sponsor-wide plan assets over time
All Orchard School Foundation Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 16.02463588461198% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 110 | $24M |
| 2023 | 1 | 142 | $26M |
| 2024 | 1 | 170 | $28M |
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
Orchard School Retirement Plan's out-of-state Other peers by assets and headcount
Outside Indiana, the nearest Other by assets is 403b Thrift Plan for Goodwill Industries of Orange County, Ca in CA ($24M); by covered participants it is Valley Christian School System 403(b) Plan in CA (110 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
- 403b Thrift Plan for Goodwill Industries of Orange County, Ca (CA) $24M · 1,284
- Honorbridge Retirement Plan (NC) $24M · 166
- 92nd Street Y 403(b) Plan (NY) $24M · 436
- Newman University DC Plan (KS) $24M · 174
Similar participant headcount
Nearest other-state filings by covered participants (110 participants); asset peers above are excluded.
- Valley Christian School System 403(b) Plan (CA) 110 · 0 off
- Prairie School Defined Contribution Retirement Plan (WI) 110 · 0 off
- West Michigan Cancer Center 403(b) Plan (MI) 110 · 0 off
- Bernard Zell Anshe Emet Day School Retirement Plan (IL) 110 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.