401(k) · DOL Form 5500 · 2023

Southern Indiana Orthopedics, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
58
Participants Small participant base
62nd
Percentile by assets National rank
$199,968
Avg per participant Above avg balance/head
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Official DOL plan name: Southern Indiana Orthopedics, Inc. Retirement Savings Plan · Sponsored by Southern Indiana Orthopedics, Inc. · Indiana · Healthcare & Social Assistance

$12M in assets, 58 participants

Southern Indiana Orthopedics, Inc.'s Southern Indiana Orthopedics, Inc. Retirement Savings Plan reported $12M in total assets and 58 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #11,888 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Southern Indiana Orthopedics, Inc. Retirement Savings Plan grew at a solid clip 11.2% in 2023 ($10M → $12M) for 58 participants.

#11,888
in Healthcare & Social Assistance (17,684 peers)
+11.2%
assets growth YoY

Southern Indiana Orthopedics, Inc. Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Southern Indiana Orthopedics, Inc. Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$11,598,150 Top 38% higher than 62% of 127,068 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 2023

Southern Indiana Orthopedics, Inc. Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern Indiana Orthopedics, Inc. Retirement Savings Plan is a small filing (58 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southern Indiana Orthopedics, Inc. Retirement Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Southern Indiana Orthopedics, Inc. Retirement Savings Plan reported participants rose from 50 in the plan year 2022 filing to 58 in the plan year 2023 filing.
  • Southern Indiana Orthopedics, Inc. Retirement Savings Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 352133454 · Southern Indiana Orthopedics, Inc. PY 2023 · 401(k)

Southern Indiana Orthopedics, Inc. Retirement Savings Plan · $12M · 58 · 62nd

  • BOOK $12M
  • VS-ST 58
  • BOY 62nd
  • SCH 401(k)
  • EBSA near Precision Resources, Inc. 401(k) Profit Sharing Plan
  • PART ind #11888

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 →

Southern Indiana Orthopedics, Inc. Retirement Savings Plan in the asset neighbourhood

Southern Indiana Orthopedics, Inc. Retirement Savings PlanSouthern Indiana Orthopedics…$12MPrecision Resources, Inc. 401(k) Profit Sharing PlanPrecision Resources, Inc. 40…$12MJ.E. Fuller/Hydrology and Geomorphology, Inc. 401(k) Profit Sharing PlanJ.E. Fuller/Hydrology and Ge…$12MCapital Internal Medicine Associates PC 401(k) Retirement PlanCapital Internal Medicine As…$12MHurricane Electric 401(k) PlanHurricane Electric 401(k) Pl…$12M
End-of-year total assets ($M) among Southern Indiana Orthopedics, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Southern Indiana Orthopedics, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Southern Indiana Orthopedics, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 6.05588432024897% vs 2022
2024 filing year
$10M$10.5M$11M$11.5M$12M 202220232024 $10.4M $11.1M ▲ +6.0%
Year Plans Participants Total Assets
2022 1 50 $10M
2023 1 58 $12M
2024 1 60 $11M

2023 asset-move particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN352133454
Plan Effective Date2001-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Southern Indiana Orthopedics, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Southern Indiana Orthopedics, Inc. Retirement Savings Plan, Total assets ($B): 0.01159815 · Participants: 58Southern Indiana Orthopedics, Inc. Retirement Savings PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Southern Indiana Orthopedics, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Southern Indiana Orthopedics, Inc. Retirement Savings Plan side-by-side with 3 peers →

Southern Indiana Orthopedics, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Precision Resources, Inc. 401(k) Profit Sharing Plan in FL ($12M); by covered participants it is Sri Technologies, Inc. Retirement Savings Plan in IL (58 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (58 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Southern Indiana Orthopedics, Inc. Retirement Savings Plan assets move in 2023? ▼
Southern Indiana Orthopedics, Inc. Retirement Savings Plan grew at a solid clip - up 11.2% during 2023, from $10M to $12M. Reported net income was $1M.
How have Southern Indiana Orthopedics, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Indiana Orthopedics, Inc.'s sponsor-wide assets grew 6.1%, from $10M to $11M.
Which 401(k) plans are similar in size to Southern Indiana Orthopedics, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Precision Resources, Inc. 401(k) Profit Sharing Plan in FL ($12M, 142 participants).
Which 401(k) plans cover a similar participant headcount to Southern Indiana Orthopedics, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sri Technologies, Inc. Retirement Savings Plan in IL (58 participants, $849K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 352133454.

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.