401(k) · DOL Form 5500 · 2023

Holy Cross Village at Notre Dame 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
114
Participants Small participant base
33rd
Percentile by assets National rank
$21,880
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Holy Cross Village 401(k) Retirement Plan · Sponsored by Holy Cross Village at Notre Dame · Indiana · Healthcare & Social Assistance

$2M in assets, 114 participants

Holy Cross Village at Notre Dame's Holy Cross Village 401(k) Retirement Plan reported $2M in total assets and 114 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,823 in Healthcare & Social Assistance (17,684 peers)

Coverage in Indiana

Holy Cross Village 401(k) Retirement Plan covers 114 participants in Indiana, about 21% of the average Indiana filer (state average ~541 per filing). Assets: $2M.

#5,823
in Healthcare & Social Assistance (17,684 peers)
+17.7%
assets growth YoY

Holy Cross Village 401(k) Retirement Plan among the smaller filed plans by assets

Holy Cross Village 401(k) Retirement Plan vs every filed plan by assets

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

$2,494,357 33rd percentile higher than 33% 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

Holy Cross Village 401(k) 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. Holy Cross Village 401(k) Retirement Plan sits mid-pack in the medium band (114 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Holy Cross Village 401(k) Retirement Plan reported net income rose from -$258K in the plan year 2022 filing to $378K in the plan year 2023 filing.
  • Holy Cross Village 401(k) Retirement Plan reported participants rose from 86 in the plan year 2022 filing to 114 in the plan year 2023 filing.
  • Holy Cross Village 401(k) Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 352084623 · Holy Cross Village at Notre Dame PY 2023 · 401(k)

Holy Cross Village 401(k) Retirement Plan · $2M · 114 · 33rd

  • TYPE $2M
  • NET 114
  • BOOK 33rd
  • VS-ST 401(k)
  • BOY near Standard Management Company, Inc. 401(k) Profit Sharing Plan
  • SCH ind #5823

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 →

Holy Cross Village 401(k) Retirement Plan in the asset neighbourhood

Holy Cross Village 401(k) Retirement PlanHoly Cross Village 401(k) Re…$2MStandard Management Company, Inc. 401(k) Profit Sharing PlanStandard Management Company,…$2MHr Focal Point, LLC 401(k) PlanHr Focal Point, LLC 401(k) P…$2MMadison Street Press 401(k) Profit Sharing PlanMadison Street Press 401(k) …$2MBurgmeier Hauling 401(k) Retirement PlanBurgmeier Hauling 401(k) Ret…$2M
End-of-year total assets ($M) among Holy Cross Village 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$378K
Employer EIN352084623
Plan Effective Date2009-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Holy Cross Village at Notre Dame)

Sponsor-wide plan assets over time

All Holy Cross Village at Notre Dame plans reported in each filing year

Latest sponsor-wide plan assets
$3M 42.86055385103232% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.12M $3.03M ▲ +42.9%
Year Plans Participants Total Assets
2022 1 86 $2M
2023 1 114 $2M
2024 1 143 $3M

Nearby 401(k) Plans in Indiana

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

Holy Cross Village 401(k) Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Holy Cross Village 401(k) Retirement Plan, Total assets ($B): 0.002494357 · Participants: 114Holy Cross Village 401(k) 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
Holy Cross Village 401(k) Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Holy Cross Village 401(k) Retirement Plan side-by-side with 3 peers →

Holy Cross Village 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Standard Management Company, Inc. 401(k) Profit Sharing Plan in CA ($2M); by covered participants it is Austin Medical Center 403b Plan in MN (114 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (114 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 Holy Cross Village 401(k) Retirement Plan assets move in 2023? ▼
Holy Cross Village 401(k) Retirement Plan grew sharply - up 17.7% during 2023, from $2M to $2M. Reported net income was $378K.
How have Holy Cross Village at Notre Dame plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Holy Cross Village at Notre Dame's sponsor-wide assets grew 42.9%, from $2M to $3M.
Which 401(k) plans are similar in size to Holy Cross Village 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Standard Management Company, Inc. 401(k) Profit Sharing Plan in CA ($2M, 41 participants).
Which 401(k) plans cover a similar participant headcount to Holy Cross Village 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Austin Medical Center 403b Plan in MN (114 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 352084623.

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.