401(k) · DOL Form 5500 · 2023

Otolaryngology Associates, LLC 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
152
Participants Small participant base
84th
Percentile by assets National rank
$278,093
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Otolaryngology Associates, LLC, 401(k) Plan · Sponsored by Otolaryngology Associates, LLC · Indiana · Healthcare & Social Assistance

$42M in assets, 152 participants

Otolaryngology Associates, LLC's Otolaryngology Associates, LLC, 401(k) Plan reported $42M in total assets and 152 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #15,231 in Healthcare & Social Assistance (17,684 peers)

Coverage in Indiana

Otolaryngology Associates, LLC, 401(k) Plan covers 152 participants in Indiana, about 28% of the average Indiana filer (state average ~541 per filing). Assets: $42M.

#15,231
in Healthcare & Social Assistance (17,684 peers)
+11.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Otolaryngology Associates, LLC, 401(k) Plan's outsized position by total assets

Otolaryngology Associates, LLC, 401(k) Plan vs every filed plan by assets

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

$42,270,175 Top 16% higher than 84% 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

Otolaryngology Associates, LLC, 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. Otolaryngology Associates, LLC, 401(k) Plan sits mid-pack in the medium band (152 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Otolaryngology Associates, LLC, 401(k) Plan reported net income rose from -$11M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Otolaryngology Associates, LLC, 401(k) Plan end-of-year assets rose from $38M in the plan year 2022 filing to $42M in the plan year 2023 filing.
  • Otolaryngology Associates, LLC, 401(k) Plan reported participants rose from 144 in the plan year 2022 filing to 152 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 351966829 · Otolaryngology Associates, LLC PY 2023 · 401(k)

Otolaryngology Associates, LLC, 401(k) Plan · $42M · 152 · 84th

  • 5500 $42M
  • ASSETS 152
  • PCT 84th
  • EIN 401(k)
  • RANK near St International, Inc. 401(k) Profit Sharing Plan & Trust
  • PHOTO ind #15231

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 →

Otolaryngology Associates, LLC, 401(k) Plan in the asset neighbourhood

Vistex, Inc. 401(k) Profit Sharing PlanVistex, Inc. 401(k) Profit S…$42MGil-Bar Industries Inc 401(k) Profit Sharing Plan & TrustGil-Bar Industries Inc 401(k…$42MIllumio 401(k) Plan$42MOtolaryngology Associates, LLC, 401(k) PlanOtolaryngology Associates, L…$42MSt International, Inc. 401(k) Profit Sharing Plan & TrustSt International, Inc. 401(k…$42M
End-of-year total assets ($M) among Otolaryngology Associates, LLC, 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$42M
Net Income$4M
Employer EIN351966829
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Otolaryngology Associates, LLC)

Sponsor-wide plan assets over time

All Otolaryngology Associates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$48M 26.390029868104563% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $37.8M $47.8M ▲ +26.4%
Year Plans Participants Total Assets
2022 1 144 $38M
2023 1 152 $42M
2024 1 206 $48M

Nearby 401(k) Plans in Indiana

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

Otolaryngology Associates, LLC, 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Otolaryngology Associates, LLC, 401(k) Plan, Total assets ($B): 0.042270175 · Participants: 152Otolaryngology Associates, LLC, 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
Otolaryngology Associates, LLC, 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Otolaryngology Associates, LLC, 401(k) Plan side-by-side with 3 peers →

Otolaryngology Associates, LLC, 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is St International, Inc. 401(k) Profit Sharing Plan & Trust in OH ($42M); by covered participants it is Rapid Financial Services, LLC 401(k) Retirement Plan in MD (152 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (152 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 Otolaryngology Associates, LLC, 401(k) Plan assets move in 2023? ▼
Otolaryngology Associates, LLC, 401(k) Plan grew at a solid clip - up 11.7% during 2023, from $38M to $42M. Reported net income was $4M.
How have Otolaryngology Associates, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Otolaryngology Associates, LLC's sponsor-wide assets grew 26.4%, from $38M to $48M.
Where does Otolaryngology Associates, LLC, 401(k) Plan rank by assets among Form 5500 filers? ▼
Otolaryngology Associates, LLC, 401(k) Plan ranks in the 84th 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 Otolaryngology Associates, LLC, 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is St International, Inc. 401(k) Profit Sharing Plan & Trust in OH ($42M, 180 participants).
Which 401(k) plans cover a similar participant headcount to Otolaryngology Associates, LLC, 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rapid Financial Services, LLC 401(k) Retirement Plan in MD (152 participants, $8M 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 351966829.

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.