401(k) · DOL Form 5500 · 2023

ORTHOINDY 401(k) Plan

Data updated 2026-08-25

$210M
Total assets Near avg plan size
885
Participants Near avg headcount
95th
Percentile by assets National rank
$236,839
Avg per participant Above avg balance/head
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Official DOL plan name: Orthopaedics Indianapolis, Inc. Profit Sharing & 401(k) Plan · Sponsored by ORTHOINDY · Indiana · Healthcare & Social Assistance

$210M in assets, 885 participants

ORTHOINDY's Orthopaedics Indianapolis, Inc. Profit Sharing & 401(k) Plan reported $210M in total assets and 885 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.

  • #16,886 in Healthcare & Social Assistance (17,684 peers)

Where Orthopaedics Indianapolis, Inc. Profit Sharing & 401(k) Plan sits by assets

Orthopaedics Indianapolis, Inc. Profit Sharing & 401(k) Plan sits in the top 5% of all filed plans by assets, $210M for 885 participants (~$236,839/participant), up 16.0% in 2023.

#16,886
in Healthcare & Social Assistance (17,684 peers)
+16.0%
assets growth YoY
2.1×
vs typical plan assets (national mean)

Orthopaedics Indianapolis, Inc. Profit Sharing & 401(k) Plan's outsized position by total assets

Orthopaedics Indianapolis, Inc. Profit Sharing & 401(k) Plan vs every filed plan by assets

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

$209,602,331 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

Orthopaedics Indianapolis, Inc. Profit Sharing & 401(k) 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. Orthopaedics Indianapolis, Inc. Profit Sharing & 401(k) Plan sits mid-pack in the medium band (885 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Orthopaedics Indianapolis, Inc. Profit Sharing & 401(k) Plan reported net income rose from -$29M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Orthopaedics Indianapolis, Inc. Profit Sharing & 401(k) Plan end-of-year assets rose from $181M in the plan year 2022 filing to $210M in the plan year 2023 filing.
  • Orthopaedics Indianapolis, Inc. Profit Sharing & 401(k) Plan reported participants rose from 855 in the plan year 2022 filing to 885 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 351090576 · ORTHOINDY PY 2023 · 401(k)

Orthopaedics Indianapolis, Inc. Profit Sharing & 401(k) Plan · $210M · 885 · 95th

  • IND $210M
  • IND 885
  • IND 95th
  • IND 401(k)
  • IND near Dynatrace Inc 401(k) Plan
  • IND ind #16886

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 →

Orthopaedics Indianapolis, Inc. Profit Sharing & 401(k) Plan in the asset neighbourhood

Golden State Water Company Investment Incentive ProgramGolden State Water Company I…$210MRepsol Services Company 401(k) PlanRepsol Services Company 401(…$210MOrthopaedics Indianapolis, Inc. Profit Sharing & 401(k) PlanOrthopaedics Indianapolis, I…$210MDynatrace Inc 401(k) Plan$210MHuawei USA 401(k) Plan$210M
End-of-year total assets ($M) among Orthopaedics Indianapolis, Inc. Profit Sharing & 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$181M
Net Assets (End of Year)$210M
Net Income$29M
Employer EIN351090576
Plan Effective Date1964-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (ORTHOINDY)

Sponsor-wide plan assets over time

All ORTHOINDY plans reported in each filing year

Latest sponsor-wide plan assets
$229M 26.99092160267117% vs 2022
2024 filing year
$160M$180M$200M$220M$240M 202220232024 $181M $229M ▲ +27.0%
Year Plans Participants Total Assets
2022 1 855 $181M
2023 1 885 $210M
2024 1 972 $229M

Nearby 401(k) Plans in Indiana

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

Orthopaedics Indianapolis, Inc. Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Orthopaedics Indianapolis, Inc. Profit Sharing & 401(k) Plan, Total assets ($B): 0.209602331 · Participants: 885Orthopaedics Indianapolis, Inc. Profit Sharing & 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
Orthopaedics Indianapolis, Inc. Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Orthopaedics Indianapolis, Inc. Profit Sharing & 401(k) Plan side-by-side with 3 peers →

Orthopaedics Indianapolis, Inc. Profit Sharing & 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Dynatrace Inc 401(k) Plan in MA ($210M); by covered participants it is Family Help and Wellness Family Help and Wellness 401(k) Plan in OR (885 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($210M here).

Similar participant headcount

Nearest other-state filings by covered participants (885 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 Orthopaedics Indianapolis, Inc. Profit Sharing & 401(k) Plan assets move in 2023? ▼
Orthopaedics Indianapolis, Inc. Profit Sharing & 401(k) Plan grew sharply - up 16.0% during 2023, from $181M to $210M. Reported net income was $29M.
How have ORTHOINDY plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), ORTHOINDY's sponsor-wide assets grew 27.0%, from $181M to $229M.
Where does Orthopaedics Indianapolis, Inc. Profit Sharing & 401(k) Plan rank by assets among Form 5500 filers? ▼
Orthopaedics Indianapolis, Inc. Profit Sharing & 401(k) 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 Orthopaedics Indianapolis, Inc. Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dynatrace Inc 401(k) Plan in MA ($210M, 1,677 participants).
Which 401(k) plans cover a similar participant headcount to Orthopaedics Indianapolis, Inc. Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Family Help and Wellness Family Help and Wellness 401(k) Plan in OR (885 participants, $2M 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 351090576.

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.