401(k) · DOL Form 5500 · 2023

Lakeshore Bone & Joint Institute, P.C. 401(k) Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
211
Participants Below avg headcount
86th
Percentile by assets National rank
$239,913
Avg per participant Above avg balance/head
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Official DOL plan name: Lakeshore Bone & Joint Institute Retirement Plan · Sponsored by Lakeshore Bone & Joint Institute, P.C. · Indiana · Healthcare & Social Assistance

$51M in assets, 211 participants

Lakeshore Bone & Joint Institute, P.C.'s Lakeshore Bone & Joint Institute Retirement Plan reported $51M in total assets and 211 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #15,532 in Healthcare & Social Assistance (17,684 peers)

Coverage in Indiana

Lakeshore Bone & Joint Institute Retirement Plan covers 211 participants in Indiana, about 39% of the average Indiana filer (state average ~541 per filing). Assets: $51M.

#15,532
in Healthcare & Social Assistance (17,684 peers)
+22.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Lakeshore Bone & Joint Institute Retirement Plan's outsized position by total assets

Lakeshore Bone & Joint Institute Retirement Plan vs every filed plan by assets

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

$50,621,576 Top 14% higher than 86% 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

Lakeshore Bone & Joint Institute 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. Lakeshore Bone & Joint Institute Retirement Plan sits mid-pack in the medium band (211 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lakeshore Bone & Joint Institute Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Lakeshore Bone & Joint Institute Retirement Plan end-of-year assets rose from $41M in the plan year 2022 filing to $51M in the plan year 2023 filing.
  • Lakeshore Bone & Joint Institute Retirement Plan reported participants rose from 191 in the plan year 2022 filing to 211 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 351151025 · Lakeshore Bone & Joint Institute, P.C. PY 2023 · 401(k)

Lakeshore Bone & Joint Institute Retirement Plan · $51M · 211 · 86th

  • PART $51M
  • PART 211
  • PART 86th
  • PART 401(k)
  • PART near Ingenovis Health 401(k) Plan
  • PART ind #15532

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 →

Lakeshore Bone & Joint Institute Retirement Plan in the asset neighbourhood

Lakeshore Bone & Joint Institute Retirement PlanLakeshore Bone & Joint Insti…$51MIngenovis Health 401(k) Plan$51MPcx Aerostructures LLC 401(k) PlanPcx Aerostructures LLC 401(k…$51MNammo US 401(k) Plan$51MPiedmont 401(k) Plan$51M
End-of-year total assets ($M) among Lakeshore Bone & Joint Institute Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$51M
Net Income$9M
Employer EIN351151025
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lakeshore Bone & Joint Institute, P.C.)

Sponsor-wide plan assets over time

All Lakeshore Bone & Joint Institute, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$58M 39.052475184077075% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $41.5M $57.7M ▲ +39.1%
Year Plans Participants Total Assets
2022 1 191 $41M
2023 1 211 $51M
2024 1 228 $58M

Nearby 401(k) Plans in Indiana

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

Lakeshore Bone & Joint Institute Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Lakeshore Bone & Joint Institute Retirement Plan, Total assets ($B): 0.050621576 · Participants: 211Lakeshore Bone & Joint Institute Retirement 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
Lakeshore Bone & Joint Institute Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Lakeshore Bone & Joint Institute Retirement Plan side-by-side with 3 peers →

Lakeshore Bone & Joint Institute Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Ingenovis Health 401(k) Plan in CO ($51M); by covered participants it is Infogroup Northwest, LLC Dba Ignw Retirement Savings Plan in OR (211 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($51M here).

Similar participant headcount

Nearest other-state filings by covered participants (211 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 Lakeshore Bone & Joint Institute Retirement Plan assets move in 2023? ▼
Lakeshore Bone & Joint Institute Retirement Plan grew sharply - up 22.0% during 2023, from $41M to $51M. Reported net income was $9M.
How have Lakeshore Bone & Joint Institute, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lakeshore Bone & Joint Institute, P.C.'s sponsor-wide assets grew 39.1%, from $41M to $58M.
Where does Lakeshore Bone & Joint Institute Retirement Plan rank by assets among Form 5500 filers? ▼
Lakeshore Bone & Joint Institute Retirement Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Lakeshore Bone & Joint Institute Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ingenovis Health 401(k) Plan in CO ($51M, 5,635 participants).
Which 401(k) plans cover a similar participant headcount to Lakeshore Bone & Joint Institute Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Infogroup Northwest, LLC Dba Ignw Retirement Savings Plan in OR (211 participants, N/A 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 351151025.

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.