Money Purchase · DOL Form 5500 · 2022

Indiana Historical Society Money Purchase Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
107
Participants Small participant base
59th
Percentile by assets National rank
$68,692
Avg per participant Below avg balance/head
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Official DOL plan name: Indiana Historical Society Defined Contribution Retirement Plan · Sponsored by Indiana Historical Society · Indiana · Educational Services

$7M in assets, 107 participants

Indiana Historical Society's Indiana Historical Society Defined Contribution Retirement Plan reported $7M in total assets and 107 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

  • #1,689 in Educational Services (4,024 peers)

Coverage in Indiana

Indiana Historical Society Defined Contribution Retirement Plan covers 107 participants in Indiana, about 20% of the average Indiana filer (state average ~541 per filing). Assets: $7M.

#1,689
in Educational Services (4,024 peers)
-23.5%
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.

Indiana Historical Society Defined Contribution Retirement Plan's mid-pack asset rank among Educational Services and all filers

Indiana Historical Society Defined Contribution Retirement Plan vs every filed plan by assets

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

$7,350,041 Top 41% higher than 59% 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

Indiana Historical Society Defined Contribution 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. Indiana Historical Society Defined Contribution Retirement Plan sits mid-pack in the medium band (107 participants).

Form 5500 schedule snapshot

Filing strip 350876384 · Indiana Historical Society PY 2022 · Money Purchase

Indiana Historical Society Defined Contribution Retirement Plan · $7M · 107 · 59th

  • PHOTO $7M
  • IND 107
  • EOY 59th
  • 5500 Money Purchase
  • ASSETS near Abramson Center for Jewish Life Defined Contribution Plan
  • PCT ind #1689

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 →

Indiana Historical Society Defined Contribution Retirement Plan in the asset neighbourhood

Freeman & Bass, P.a. Employees' Retirement Plan & TrustFreeman & Bass, P.a. Employe…$7MAbramson Center for Jewish Life Defined Contribution PlanAbramson Center for Jewish L…$7MIndiana Historical Society Defined Contribution Retirement PlanIndiana Historical Society D…$7MUnited Cerebral Palsy Association of Greater Suffolk, Inc. Non-Management Pension PlanUnited Cerebral Palsy Associ…$7MBrentwood Academy Retirement PlanBrentwood Academy Retirement…$7M
End-of-year total assets ($M) among Indiana Historical Society Defined Contribution Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$7M
Net Income-$2M
Employer EIN350876384
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Indiana Historical Society)

Sponsor-wide plan assets over time

All Indiana Historical Society plans reported in each filing year

Latest sponsor-wide plan assets
$8M 26.28525392040975% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $11.5M $8.44M ▼ -26.4%
Year Plans Participants Total Assets
2022 2 211 $11M
2023 1 72 $8M
2024 1 62 $8M

Nearby Money Purchase Plans in Indiana

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

Indiana Historical Society Defined Contribution Retirement Plan vs. nearby Money Purchase plans in Indiana, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -1000100200300400 Total assets ($M) Participants Indiana Historical Society Defined Contribution Retirement Plan, Total assets ($M): 7.350041 · Participants: 107Indiana Historical Society Defined Contribution Retirement PlanIBEW & Electrical Industry Loc 697, Money Purchase Plan, Total assets ($M): 336.97265 · Participants: 951IBEW & Electrical Industry Loc 697, Money Purchase PlanRose-Hulman Institute of Technology Money Purchase Purchase Plan, Total assets ($M): 178.10962 · Participants: 498Rose-Hulman Institute of Technology Money Purchase Purchase PlanPlumbers and Steamfitters Local 440 Defined Contribution Plan, Total assets ($M): 143.964403 · Participants: 2563Plumbers and Steamfitters Local 440 Defined Contribution PlanIBEW Local 531 & NECA Money Purchase Pension Plan, Total assets ($M): 101.512243 · Participants: 515IBEW Local 531 & NECA Money Purchase Pension PlanInternational Brotherhood of Electrical Workers Local No 725 Supplemental Pension Trust, Total assets ($M): 98.815615 · Participants: 1021International Brotherhood of Electrical Workers Local No 725 Supplemental Pension Trust
Indiana Historical Society Defined Contribution Retirement Plan vs. nearby Money Purchase plans in Indiana, assets vs. participants
Compare Indiana Historical Society Defined Contribution Retirement Plan side-by-side with 3 peers →

Indiana Historical Society Defined Contribution Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Indiana, the nearest Money Purchase by assets is Abramson Center for Jewish Life Defined Contribution Plan in PA ($7M); by covered participants it is Retail Wholesale and Department Union Staff Retirement Plan in NY (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Indiana Historical Society Defined Contribution Retirement Plan assets move in 2022? ▼
Indiana Historical Society Defined Contribution Retirement Plan declined sharply - down 23.5% during 2022, from $10M to $7M. Reported net income was -$2M.
How have Indiana Historical Society plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Indiana Historical Society's sponsor-wide assets declined 26.3%, from $11M to $8M.
Which Money Purchase plans are similar in size to Indiana Historical Society Defined Contribution Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Abramson Center for Jewish Life Defined Contribution Plan in PA ($7M, 217 participants).
Which Money Purchase plans cover a similar participant headcount to Indiana Historical Society Defined Contribution Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Retail Wholesale and Department Union Staff Retirement Plan in NY (107 participants, $31M 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 350876384.

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.