401(k) · DOL Form 5500 · 2023

Goshen Health 401(k) Plan

Data updated 2026-08-25

$245M
Total assets Near avg plan size
1,869
Participants Near avg headcount
95th
Percentile by assets National rank
$130,874
Avg per participant Near avg balance/head
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Official DOL plan name: Goshen Health 401(k) Retirement Savings Plan · Sponsored by Goshen Health · Indiana · Healthcare & Social Assistance

$245M in assets, 1,869 participants

Goshen Health's Goshen Health 401(k) Retirement Savings Plan reported $245M in total assets and 1,869 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #16,964 in Healthcare & Social Assistance (17,684 peers)

Coverage in Indiana

Goshen Health 401(k) Retirement Savings Plan covers 1,869 participants in Indiana, 3.5x the typical Indiana plan (state average ~541 per filing). Assets: $245M.

#16,964
in Healthcare & Social Assistance (17,684 peers)
+17.8%
assets growth YoY
2.5×
vs typical plan assets (national mean)

Goshen Health 401(k) Retirement Savings Plan's outsized position by total assets

Goshen Health 401(k) Retirement Savings Plan vs every filed plan by assets

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

$244,602,742 Top 5% higher than 95% 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

Goshen Health 401(k) Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Goshen Health 401(k) Retirement Savings Plan lands in the large band (1,869 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Goshen Health 401(k) Retirement Savings Plan reported net income rose from -$46M in the plan year 2022 filing to $37M in the plan year 2023 filing.
  • Goshen Health 401(k) Retirement Savings Plan end-of-year assets rose from $208M in the plan year 2022 filing to $245M in the plan year 2023 filing.
  • Goshen Health 401(k) Retirement Savings Plan reported participants rose from 1,779 in the plan year 2022 filing to 1,869 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 351974765 · Goshen Health PY 2023 · 401(k)

Goshen Health 401(k) Retirement Savings Plan · $245M · 1,869 · 95th

  • 5500 $245M
  • 5500 1,869
  • 5500 95th
  • 5500 401(k)
  • 5500 near Osisoft, LLC Section 401(k) Plan
  • 5500 ind #16964

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 →

Goshen Health 401(k) Retirement Savings Plan in the asset neighbourhood

Newmark 401(k) Plan$245MGoshen Health 401(k) Retirement Savings PlanGoshen Health 401(k) Retirem…$245MOsisoft, LLC Section 401(k) PlanOsisoft, LLC Section 401(k) …$245MLumentum 401(k) Plan$245MAnthology Inc. Retirement PlanAnthology Inc. Retirement Pl…$244M
End-of-year total assets ($M) among Goshen Health 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$208M
Net Assets (End of Year)$245M
Net Income$37M
Employer EIN351974765
Plan Effective Date1969-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Goshen Health)

Sponsor-wide plan assets over time

All Goshen Health plans reported in each filing year

Latest sponsor-wide plan assets
$266M 27.938023842298044% vs 2022
2024 filing year
$200M$220M$240M$260M$280M 202220232024 $208M $266M ▲ +27.9%
Year Plans Participants Total Assets
2022 1 1,779 $208M
2023 1 1,869 $245M
2024 1 1,854 $266M

Nearby 401(k) Plans in Indiana

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

Goshen Health 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Goshen Health 401(k) Retirement Savings Plan, Total assets ($B): 0.244602742 · Participants: 1869Goshen Health 401(k) 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
Goshen Health 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Goshen Health 401(k) Retirement Savings Plan side-by-side with 3 peers →

Goshen Health 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Osisoft, LLC Section 401(k) Plan in CA ($245M); by covered participants it is Wwex Retirement Plan in TX (1,869 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($245M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,869 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 Goshen Health 401(k) Retirement Savings Plan assets move in 2023? ▼
Goshen Health 401(k) Retirement Savings Plan grew sharply - up 17.8% during 2023, from $208M to $245M. Reported net income was $37M.
How have Goshen Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Goshen Health's sponsor-wide assets grew 27.9%, from $208M to $266M.
Where does Goshen Health 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Goshen Health 401(k) Retirement Savings Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Goshen Health 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Osisoft, LLC Section 401(k) Plan in CA ($245M, 812 participants).
Which 401(k) plans cover a similar participant headcount to Goshen Health 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wwex Retirement Plan in TX (1,869 participants, $97M 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 351974765.

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.