401(k) · DOL Form 5500 · 2023

Theta Chi Fraternity, Inc 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
15
Participants Small participant base
26th
Percentile by assets National rank
$85,572
Avg per participant Below avg balance/head
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Official DOL plan name: Theta Chi Fraternity, Inc 401(k) Plan · Sponsored by Theta Chi Fraternity, Inc · Indiana · Other Services

$1M in assets, 15 participants

Theta Chi Fraternity, Inc's Theta Chi Fraternity, Inc 401(k) Plan reported $1M in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #3,988 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Theta Chi Fraternity, Inc 401(k) Plan ranks #3,988 of 7,857 2023 filers by assets (1564% of the sector average)-$1M for 15 participants.

#3,988
in Other Services (7,857 peers)
+15.9%
assets growth YoY

Theta Chi Fraternity, Inc 401(k) Plan among the smaller filed plans by assets

Theta Chi Fraternity, Inc 401(k) Plan vs every filed plan by assets

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

$1,283,578 26th percentile higher than 26% 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

Theta Chi Fraternity, Inc 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Theta Chi Fraternity, Inc 401(k) Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Theta Chi Fraternity, Inc 401(k) Plan reported net income rose from -$124K in the plan year 2022 filing to $176K in the plan year 2023 filing.
  • Theta Chi Fraternity, Inc 401(k) Plan reported participants rose from 12 in the plan year 2022 filing to 15 in the plan year 2023 filing.
  • Theta Chi Fraternity, Inc 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 210577978 · Theta Chi Fraternity, Inc PY 2023 · 401(k)

Theta Chi Fraternity, Inc 401(k) Plan · $1M · 15 · 26th

  • BOOK $1M
  • BOOK 15
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  • BOOK 401(k)
  • BOOK near Specialty Construction Supply Retirement Plan
  • BOOK ind #3988

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 →

Theta Chi Fraternity, Inc 401(k) Plan in the asset neighbourhood

Theta Chi Fraternity, Inc 401(k) PlanTheta Chi Fraternity, Inc 40…$1MSpecialty Construction Supply Retirement PlanSpecialty Construction Suppl…$1MSovereign Group of Companies, Inc. 401(k) Profit Sharing PlanSovereign Group of Companies…$1MWestham Media, Inc. 401(k) PlanWestham Media, Inc. 401(k) P…$1MAmj Suncoast Inc. Retirement PlanAmj Suncoast Inc. Retirement…$1M
End-of-year total assets ($M) among Theta Chi Fraternity, Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$176K
Employer EIN210577978
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Theta Chi Fraternity, Inc)

Sponsor-wide plan assets over time

All Theta Chi Fraternity, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 46.83282781263799% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.11M $1.63M ▲ +46.8%
Year Plans Participants Total Assets
2022 1 12 $1M
2023 1 15 $1M
2024 1 16 $2M

Nearby 401(k) Plans in Indiana

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

Theta Chi Fraternity, Inc 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Theta Chi Fraternity, Inc 401(k) Plan, Total assets ($B): 0.001283578 · Participants: 15Theta Chi Fraternity, Inc 401(k) 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
Theta Chi Fraternity, Inc 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Theta Chi Fraternity, Inc 401(k) Plan side-by-side with 3 peers →

Theta Chi Fraternity, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Specialty Construction Supply Retirement Plan in ID ($1M); by covered participants it is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Theta Chi Fraternity, Inc 401(k) Plan assets move in 2023? ▼
Theta Chi Fraternity, Inc 401(k) Plan grew sharply - up 15.9% during 2023, from $1M to $1M. Reported net income was $176K.
How have Theta Chi Fraternity, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Theta Chi Fraternity, Inc's sponsor-wide assets grew 46.8%, from $1M to $2M.
Which 401(k) plans are similar in size to Theta Chi Fraternity, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Specialty Construction Supply Retirement Plan in ID ($1M, 94 participants).
Which 401(k) plans cover a similar participant headcount to Theta Chi Fraternity, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 participants, $4M 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 210577978.

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.