Indiana Historical Society Money Purchase Plan

Money Purchase · DOL Form 5500 · 2023

What the Filing Says About Indiana Historical Society Defined Contribution Retirement Plan

Indiana Historical Society Defined Contribution Retirement Plan is a Money Purchase retirement plan sponsored by Indiana Historical Society, headquartered in Indiana. According to the U.S. Department of Labor's 2023 Form 5500 filing, the plan reports $8M in total end-of-year assets and covers 72 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 350876384, and the plan has been effective since 1991-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets grew at a solid clip from $7M at the beginning of 2023 to $8M at year-end - up 12.6%. Net assets (after liabilities) closed the year at $8M, with reported net income of $923K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Across the 3 plan years Indiana Historical Society has on file with PlainRetire (2022-2024), sponsor-wide plan assets have moved from $11M to $8M, a decline of 26.3%, while reported participants moved from 211 to 62 (-70.6%). The strongest year on file by total sponsor assets was 2022 at $11M; the softest was 2023 at $8M. Year-by-year, sponsor-wide filings show: 2022 - $11M in assets across 2 plans covering 211 participants; 2023 - $8M in assets across 1 plan covering 72 participants; 2024 - $8M in assets across 1 plan covering 62 participants.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

How the percentile is calculated: we count every plan that filed a 2023 Form 5500 with a reported end-of-year asset figure (126,618 plans), rank Indiana Historical Society Defined Contribution Retirement Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.