401(k) · DOL Form 5500 · 2023

Indiana University Health Inc. 401(k) Plan

Data updated 2026-08-25

$3.9B
Total assets Very large vs avg
38,575
Participants Very large workforce
100th
Percentile by assets National rank
$101,304
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Iu Health 401(k) Savings Plan · Sponsored by Indiana University Health Inc. · Indiana · Healthcare & Social Assistance

$3.9B in assets, 38,575 participants

Indiana University Health Inc.'s Iu Health 401(k) Savings Plan reported $3.9B in total assets and 38,575 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.

  • #17,645 in Healthcare & Social Assistance (17,684 peers)

Coverage in Indiana

Iu Health 401(k) Savings Plan covers 38,575 participants in Indiana, 71x the typical Indiana plan (state average ~541 per filing). Assets: $3.9B.

#17,645
in Healthcare & Social Assistance (17,684 peers)
+20.4%
assets growth YoY
39×
vs typical plan assets (national mean)

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

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

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

$3,907,792,365 Highest reported value at or above every one 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

Iu Health 401(k) Savings Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Iu Health 401(k) Savings Plan is a mega filing (38,575 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Iu Health 401(k) Savings Plan reported net income rose from -$533M in the plan year 2022 filing to $662M in the plan year 2023 filing.
  • Iu Health 401(k) Savings Plan end-of-year assets rose from $3.2B in the plan year 2022 filing to $3.9B in the plan year 2023 filing.
  • Iu Health 401(k) Savings Plan reported participants fell from 39,243 in the plan year 2022 filing to 38,575 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 351955872 · Indiana University Health Inc. PY 2023 · 401(k)

Iu Health 401(k) Savings Plan · $3.9B · 38,575 · 100th

  • SCH $3.9B
  • EBSA 38,575
  • PART 100th
  • TYPE 401(k)
  • NET near St. Joseph and Covenant Health Systems 401(k) Plan
  • BOOK ind #17645

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 →

Iu Health 401(k) Savings Plan in the asset neighbourhood

Federal National Mortgage Association Retirement Savings Plan for EmployeesFederal National Mortgage As…$3.9BNordstrom 401(k) Plan$3.9BIu Health 401(k) Savings Plan$3.9BSt. Joseph and Covenant Health Systems 401(k) PlanSt. Joseph and Covenant Heal…$3.9BAnalog Devices, Inc. the Investment Partnership PlanAnalog Devices, Inc. the Inv…$3.9B
End-of-year total assets ($B) among Iu Health 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$3.2B
Net Assets (End of Year)$3.9B
Net Income$662M
Employer EIN351955872
Plan Effective Date1989-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Indiana University Health Inc.)

Sponsor-wide plan assets over time

All Indiana University Health Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4.5B 38.09479328559603% vs 2022
2024 filing year
$3B$3.5B$4B$4.5B$5B 202220232024 $3.25B $4.48B ▲ +37.8%
Year Plans Participants Total Assets
2022 1 39,243 $3.2B
2023 1 38,575 $3.9B
2024 1 38,460 $4.5B

Nearby 401(k) Plans in Indiana

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

Iu Health 401(k) Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. 020000400006000080000100000 051015 Total assets ($B) Participants Iu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) 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 ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings PlanNisource Inc Retirement Savings Plan, Total assets ($B): 1.730333853 · Participants: 7525Nisource Inc Retirement Savings Plan
Iu Health 401(k) Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Iu Health 401(k) Savings Plan side-by-side with 3 peers →

Scale composition for Iu Health 401(k) Savings Plan

Iu Health 401(k) Savings Plan reports $3.9B in end-of-year assets across 38,575 participants (0.032% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.041% of 93,925,755 covered participants) - about $101,304 per participant (73% of the national average assets-per-participant) . Net income for plan year 2023 was $662M.

This plan identity (EIN 351955872, plan #005) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.2B to $4.5B (+38.1%) while covered participants moved from 39,243 to 38,460 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 39,243 $3.2B Open filing
2023 38,575 $3.9B This page
2024 · index core 38,460 $4.5B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

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

Outside Indiana, the nearest 401(k) by assets is St. Joseph and Covenant Health Systems 401(k) Plan in WA ($3.9B); by covered participants it is Jbs 401(k) Savings Plan in CO (38,726 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (38,575 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 Iu Health 401(k) Savings Plan assets move in 2023? ▼
Iu Health 401(k) Savings Plan grew sharply - up 20.4% during 2023, from $3.2B to $3.9B. Reported net income was $662M.
How have Indiana University Health Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Indiana University Health Inc.'s sponsor-wide assets grew 38.1%, from $3.2B to $4.5B.
Where does Iu Health 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Iu Health 401(k) Savings Plan ranks in the 100th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Iu Health 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is St. Joseph and Covenant Health Systems 401(k) Plan in WA ($3.9B, 28,968 participants).
Which 401(k) plans cover a similar participant headcount to Iu Health 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jbs 401(k) Savings Plan in CO (38,726 participants, $601M 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 351955872.

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.