Other · DOL Form 5500 · 2022

Aspire Indiana Inc. Retirement Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
537
Participants Below avg headcount
81st
Percentile by assets National rank
$47,365
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Aspire Indiana Employer Sponsored 403b Plan · Sponsored by Aspire Indiana Inc. · Indiana · Healthcare & Social Assistance

$25M in assets, 537 participants

Aspire Indiana Inc.'s Aspire Indiana Employer Sponsored 403b Plan reported $25M in total assets and 537 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,776 in Healthcare & Social Assistance (20,060 peers)

Where Aspire Indiana Employer Sponsored 403b Plan sits by assets

Aspire Indiana Employer Sponsored 403b Plan sits in the top quartile of all filed plans by assets, $25M for 537 participants (~$47,365/participant), up 9.4% in 2022.

#16,776
in Healthcare & Social Assistance (20,060 peers)
+9.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Aspire Indiana Employer Sponsored 403b Plan's outsized position by total assets

Aspire Indiana Employer Sponsored 403b Plan vs every filed plan by assets

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

$25,434,862 Top 19% higher than 81% 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

Aspire Indiana Employer Sponsored 403b 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. Aspire Indiana Employer Sponsored 403b Plan sits mid-pack in the medium band (537 participants).

Form 5500 schedule snapshot

Filing strip 351341204 · Aspire Indiana Inc. PY 2022 · Other

Aspire Indiana Employer Sponsored 403b Plan · $25M · 537 · 81st

  • PHOTO $25M
  • IND 537
  • EOY 81st
  • 5500 Other
  • ASSETS near William Penn University 403(b) DC Plan
  • PCT ind #16776

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 →

Aspire Indiana Employer Sponsored 403b Plan in the asset neighbourhood

Aspire Indiana Employer Sponsored 403b PlanAspire Indiana Employer Spon…$25MWilliam Penn University 403(b) DC PlanWilliam Penn University 403(…$25MHelen Keller International Defined Contribution PlanHelen Keller International D…$25MAmerican Friends of the Hebrew University 403(b) DC and 403(b) Tda PlanAmerican Friends of the Hebr…$25MOrange County Head Start Inc Retirement Savings PlanOrange County Head Start Inc…$25M
End-of-year total assets ($M) among Aspire Indiana Employer Sponsored 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$25M
Net Income$2M
Employer EIN351341204
Plan Effective Date1974-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aspire Indiana Inc.)

Sponsor-wide plan assets over time

All Aspire Indiana Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 13.805830753082127% vs 2022
2024 filing year
$24M$26M$28M$30M 202220232024 $25.4M $29M ▲ +13.8%
Year Plans Participants Total Assets
2022 1 537 $25M
2023 1 590 $27M
2024 1 717 $29M

Nearby Other Plans in Indiana

Peer Other plans, same state, same plan type, ranked by total assets.

Aspire Indiana Employer Sponsored 403b Plan vs. nearby Other plans in Indiana, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Aspire Indiana Employer Sponsored 403b Plan, Total assets ($M): 25.434862 · Participants: 537Aspire Indiana Employer Sponsored 403b PlanParkview Health System, Inc. 403(b) Plan, Total assets ($M): 634.111369 · Participants: 14230Parkview Health System, Inc. 403(b) PlanBeacon Retirement Savings 403(b) Plan, Total assets ($M): 488.852141 · Participants: 7114Beacon Retirement Savings 403(b) PlanIci Multiple Employer Plan, Total assets ($M): 408.673923 · Participants: 2630Ici Multiple Employer PlanCommunity Foundation of Northwest Indiana 403(b) Retirement Plan, Total assets ($M): 333.513191 · Participants: 7442Community Foundation of Northwest Indiana 403(b) Retirement PlanButler University Retirement Plan, Total assets ($M): 305.561372 · Participants: 985Butler University Retirement Plan
Aspire Indiana Employer Sponsored 403b Plan vs. nearby Other plans in Indiana, assets vs. participants

Aspire Indiana Employer Sponsored 403b Plan's out-of-state Other peers by assets and headcount

Outside Indiana, the nearest Other by assets is William Penn University 403(b) DC Plan in IA ($25M); by covered participants it is St. Joseph's University 403(b) Plan in NY (537 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (537 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 Aspire Indiana Employer Sponsored 403b Plan assets move in 2022? ▼
Aspire Indiana Employer Sponsored 403b Plan grew at a solid clip - up 9.4% during 2022, from $23M to $25M. Reported net income was $2M.
How have Aspire Indiana Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aspire Indiana Inc.'s sponsor-wide assets grew 13.8%, from $25M to $29M.
Where does Aspire Indiana Employer Sponsored 403b Plan rank by assets among Form 5500 filers? ▼
Aspire Indiana Employer Sponsored 403b Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Aspire Indiana Employer Sponsored 403b Plan? ▼
Among Other plans in other states, the closest by assets is William Penn University 403(b) DC Plan in IA ($25M, 141 participants).
Which Other plans cover a similar participant headcount to Aspire Indiana Employer Sponsored 403b Plan? ▼
Among Other plans in other states, the closest by covered participants is St. Joseph's University 403(b) Plan in NY (537 participants, $112M in assets).