Other · DOL Form 5500 · 2023
Regenstrief Institute, Inc. Retirement Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 171
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $159,289
- Avg per participant Above avg balance/head
Official DOL plan name: Regenstrief Institute, Inc. Defined Contribution Retirement Plan · Sponsored by Regenstrief Institute, Inc. · Indiana · Other Services
$27M in assets, 171 participants
Regenstrief Institute, Inc.'s Regenstrief Institute, Inc. Defined Contribution Retirement Plan reported $27M in total assets and 171 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #6,971 in Other Services (7,857 peers)
Coverage in Indiana
Regenstrief Institute, Inc. Defined Contribution Retirement Plan covers 171 participants in Indiana, about 32% of the average Indiana filer (state average ~541 per filing). Assets: $27M.
- #6,971
- in Other Services (7,857 peers)
- +13.3%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Regenstrief Institute, Inc. Defined Contribution Retirement Plan's outsized position by total assets
Regenstrief Institute, Inc. Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$27,238,406 Top 22% higher than 78% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Regenstrief Institute, Inc. Defined Contribution Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Regenstrief Institute, Inc. Defined Contribution Retirement Plan sits mid-pack in the medium band (171 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Regenstrief Institute, Inc. Defined Contribution Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Regenstrief Institute, Inc. Defined Contribution Retirement Plan end-of-year assets rose from $24M in the plan year 2022 filing to $27M in the plan year 2023 filing.
- Regenstrief Institute, Inc. Defined Contribution Retirement Plan reported participants rose from 160 in the plan year 2022 filing to 171 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 300007730 · Regenstrief Institute, Inc. PY 2023 · Other
Regenstrief Institute, Inc. Defined Contribution Retirement Plan · $27M · 171 · 78th
- IND $27M
- IND 171
- IND 78th
- IND Other
- IND near Calvert Hall College of Baltimore City 403(b) Plan
- IND ind #6971
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 Other Services retirement plans → · Plans in Indiana →
Regenstrief Institute, Inc. Defined Contribution Retirement Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $3M |
| Employer EIN | 300007730 |
| Plan Effective Date | 2002-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Regenstrief Institute, Inc.)
Sponsor-wide plan assets over time
All Regenstrief Institute, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $31M 30.64797023177432% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 160 | $24M |
| 2023 | 1 | 171 | $27M |
| 2024 | 1 | 178 | $31M |
Nearby Other Plans in Indiana
Peer Other plans, same state, same plan type, ranked by total assets.
- Parkview Health System, Inc. 403(b) Plan $787M · 16,096
- Beacon Retirement Savings 403(b) Plan $603M · 7,172
- Ici Multiple Employer Plan $449M · 2,656
- Community Foundation of Northwest Indiana 403(b) Retirement Plan $391M · 7,567
- Butler University Retirement Plan $343M · 3,137
Regenstrief Institute, Inc. Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Indiana, the nearest Other by assets is Calvert Hall College of Baltimore City 403(b) Plan in MD ($27M); by covered participants it is Converse University Defined Contribution Retirement Plan in SC (171 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
Similar participant headcount
Nearest other-state filings by covered participants (171 participants); asset peers above are excluded.
- Converse University Defined Contribution Retirement Plan (SC) 171 · 0 off
- 403(b) Thrift Plan of Laurel View Village (PA) 171 · 0 off
- Holderness School DC Retirement Plan (NH) 171 · 0 off
- Home Health United, Inc. 403(b) Plan (MO) 171 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.