Money Purchase · DOL Form 5500 · 2022

Indiana Historical Society Money Purchase Plan

Data updated 2026-08-11

$7M
Total assets
107
Participants
59th
Percentile by assets
$68,692
Avg per participant
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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.

  • 59th percentile by assets (of 139,126 plans)
  • #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.

$7M
total plan assets (2022 EOY)
107
covered participants
59th
percentile by assets (of 139,126 plans)
$68,692
avg assets per participant

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.

Where Indiana Historical Society Defined Contribution Retirement Plan sits by total assets

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 $2,010,000,000 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

State
Indiana
Industry
Educational Services

Participants vs Indiana filers

In Indiana, the average filing covers about 541 participants across 2,302 plans. Indiana Historical Society Defined Contribution Retirement Plan reports 107 participants - about 20% of that state average ($7M EOY assets).

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)

$7M$8M$9M$10M$11M$12M 202220232024 $11.5M $8.44M ▼ -26.4%
Total plan assets by year, all Indiana Historical Society plans on file
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 ($M) Participants Indiana Historical S…, Total assets ($M): 7.350041 · Participants: 107Indiana Historical S…IBEW & Electrical In…, Total assets ($M): 336.97265 · Participants: 951IBEW & Electrical In…Rose-Hulman Institut…, Total assets ($M): 178.10962 · Participants: 498Rose-Hulman Institut…Plumbers and Steamfi…, Total assets ($M): 143.964403 · Participants: 2563Plumbers and Steamfi…IBEW Local 531 & NEC…, Total assets ($M): 101.512243 · Participants: 515IBEW Local 531 & NEC…International Brothe…, Total assets ($M): 98.815615 · Participants: 1021International Brothe…
Indiana Historical Society Defined Contribution Retirement Plan vs. nearby Money Purchase plans in Indiana, assets vs. participants
Compare Indiana Historical Society Defined Contr… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Indiana Historical Society Defined Contribution Retirement Plan by total assets, not by location.

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).

Next read for Indiana Historical Society Defined Contr…

Filing takeaways

Ways to act on Indiana Historical Society Defined Contribution Retirement Plan's numbers.

  • By total assets, Indiana Historical Society Defined Contribution Retirement Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar Money Purchase plans in Indiana. Compare plans
  • Indiana Historical Society's sponsor-wide assets have declined 26.3% since 2022 across 3 plan years on file. More Educational Services plans

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.