Other · DOL Form 5500 · 2022

Indiana Historical Society Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
104
Participants Small participant base
47th
Percentile by assets National rank
$39,476
Avg per participant Low balance/head
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Official DOL plan name: Indiana Historical Society Tax-Deferred Annuity Plan · Sponsored by Indiana Historical Society · Indiana · Educational Services

$4M in assets, 104 participants

Indiana Historical Society's Indiana Historical Society Tax-Deferred Annuity Plan reported $4M in total assets and 104 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #1,304 in Educational Services (4,024 peers)

Coverage in Indiana

Indiana Historical Society Tax-Deferred Annuity Plan covers 104 participants in Indiana, about 19% of the average Indiana filer (state average ~541 per filing). Assets: $4M.

#1,304
in Educational Services (4,024 peers)
-20.7%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Indiana Historical Society Tax-Deferred Annuity Plan's mid-pack asset rank among Educational Services and all filers

Indiana Historical Society Tax-Deferred Annuity Plan vs every filed plan by assets

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

$4,105,458 47th percentile higher than 47% 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 Tax-Deferred Annuity 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 Tax-Deferred Annuity Plan sits mid-pack in the medium band (104 participants).

Form 5500 schedule snapshot

Filing strip 350876384 · Indiana Historical Society PY 2022 · Other

Indiana Historical Society Tax-Deferred Annuity Plan · $4M · 104 · 47th

  • BOY $4M
  • BOY 104
  • BOY 47th
  • BOY Other
  • BOY near Reading Partners 403(b) Plan
  • BOY ind #1304

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 Tax-Deferred Annuity Plan in the asset neighbourhood

Indiana Historical Society Tax-Deferred Annuity PlanIndiana Historical Society T…$4MReading Partners 403(b) Plan$4MCanyonlands Community Health Care 403(b) PlanCanyonlands Community Health…$4MBay Area Community Services 403(b) PlanBay Area Community Services …$4MCommunities in Schools of Houston Inc 403(b) Tda PlanCommunities in Schools of Ho…$4M
End-of-year total assets ($M) among Indiana Historical Society Tax-Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$1M
Employer EIN350876384
Plan Effective Date1991-02-01
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 Other Plans in Indiana

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

Indiana Historical Society Tax-Deferred Annuity Plan vs. nearby Other plans in Indiana, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Indiana Historical Society Tax-Deferred Annuity Plan, Total assets ($M): 4.105458 · Participants: 104Indiana Historical Society Tax-Deferred Annuity 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
Indiana Historical Society Tax-Deferred Annuity Plan vs. nearby Other plans in Indiana, assets vs. participants
Compare Indiana Historical Society Tax-Deferred Annuity Plan side-by-side with 3 peers →

Indiana Historical Society Tax-Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Indiana, the nearest Other by assets is Reading Partners 403(b) Plan in CA ($4M); by covered participants it is Kcrw 403(b) DC Plan in CA (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 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 Tax-Deferred Annuity Plan assets move in 2022? ▼
Indiana Historical Society Tax-Deferred Annuity Plan declined sharply - down 20.7% during 2022, from $5M to $4M. Reported net income was -$1M.
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 Other plans are similar in size to Indiana Historical Society Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Reading Partners 403(b) Plan in CA ($4M, 194 participants).
Which Other plans cover a similar participant headcount to Indiana Historical Society Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Kcrw 403(b) DC Plan in CA (104 participants, $6M 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.