Other · DOL Form 5500 · 2023

South Bend Medical Foundation, Inc Retirement Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
150
Participants Small participant base
69th
Percentile by assets National rank
$111,954
Avg per participant Below avg balance/head
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Official DOL plan name: South Bend Medical Foundation, Inc 403(b) Retirement Plan · Sponsored by South Bend Medical Foundation, Inc · Indiana · Healthcare & Social Assistance

$17M in assets, 150 participants

South Bend Medical Foundation, Inc's South Bend Medical Foundation, Inc 403(b) Retirement Plan reported $17M in total assets and 150 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #13,110 in Healthcare & Social Assistance (17,684 peers)

Coverage in Indiana

South Bend Medical Foundation, Inc 403(b) Retirement Plan covers 150 participants in Indiana, about 28% of the average Indiana filer (state average ~541 per filing). Assets: $17M.

#13,110
in Healthcare & Social Assistance (17,684 peers)
+11.3%
assets growth YoY

South Bend Medical Foundation, Inc 403(b) Retirement Plan's outsized position by total assets

South Bend Medical Foundation, Inc 403(b) Retirement Plan vs every filed plan by assets

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

$16,793,073 Top 31% higher than 69% 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

South Bend Medical Foundation, Inc 403(b) 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. South Bend Medical Foundation, Inc 403(b) Retirement Plan sits mid-pack in the medium band (150 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • South Bend Medical Foundation, Inc 403(b) Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • South Bend Medical Foundation, Inc 403(b) Retirement Plan end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • South Bend Medical Foundation, Inc 403(b) Retirement Plan reported participants fell from 158 in the plan year 2022 filing to 150 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 350868178 · South Bend Medical Foundation, Inc PY 2023 · Other

South Bend Medical Foundation, Inc 403(b) Retirement Plan · $17M · 150 · 69th

  • RANK $17M
  • RANK 150
  • RANK 69th
  • RANK Other
  • RANK near Brescia University, Inc. Retirement Plan
  • RANK ind #13110

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 →

South Bend Medical Foundation, Inc 403(b) Retirement Plan in the asset neighbourhood

Journey Care, Inc. 403(b) Retirement Savings PlanJourney Care, Inc. 403(b) Re…$17MBienvivir Senior Health Services Employer Tda ProgramBienvivir Senior Health Serv…$17MSouth Bend Medical Foundation, Inc 403(b) Retirement PlanSouth Bend Medical Foundatio…$17MBrescia University, Inc. Retirement PlanBrescia University, Inc. Ret…$17M403(b) Thrift Plan for Employees of American Kidney Fund, Inc.403(b) Thrift Plan for Emplo…$17M
End-of-year total assets ($M) among South Bend Medical Foundation, Inc 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN350868178
Plan Effective Date2010-07-15
Filing StatusFILING RECEIVED

Sponsor Plan History (South Bend Medical Foundation, Inc)

Sponsor-wide plan assets over time

All South Bend Medical Foundation, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$17M 13.377980301474434% vs 2022
2024 filing year
$14M$15M$16M$17M$18M 202220232024 $15.1M $17.1M ▲ +13.4%
Year Plans Participants Total Assets
2022 1 158 $15M
2023 1 150 $17M
2024 1 154 $17M

Nearby Other Plans in Indiana

Peer Other plans, same state, same plan type, ranked by total assets.

South Bend Medical Foundation, Inc 403(b) Retirement Plan vs. nearby Other plans in Indiana, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -20002004006008001000 Total assets ($M) Participants South Bend Medical Foundation, Inc 403(b) Retirement Plan, Total assets ($M): 16.793073 · Participants: 150South Bend Medical Foundation, Inc 403(b) Retirement PlanParkview Health System, Inc. 403(b) Plan, Total assets ($M): 787.127482 · Participants: 16096Parkview Health System, Inc. 403(b) PlanBeacon Retirement Savings 403(b) Plan, Total assets ($M): 602.754736 · Participants: 7172Beacon Retirement Savings 403(b) PlanIci Multiple Employer Plan, Total assets ($M): 448.507754 · Participants: 2656Ici Multiple Employer PlanCommunity Foundation of Northwest Indiana 403(b) Retirement Plan, Total assets ($M): 391.056673 · Participants: 7567Community Foundation of Northwest Indiana 403(b) Retirement PlanButler University Retirement Plan, Total assets ($M): 343.073559 · Participants: 3137Butler University Retirement Plan
South Bend Medical Foundation, Inc 403(b) Retirement Plan vs. nearby Other plans in Indiana, assets vs. participants
Compare South Bend Medical Foundation, Inc 403(b) Retirement Plan side-by-side with 3 peers →

South Bend Medical Foundation, Inc 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Indiana, the nearest Other by assets is Brescia University, Inc. Retirement Plan in KY ($17M); by covered participants it is Training Education and Manpower, Inc. Retirement Plan in CT (150 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (150 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 South Bend Medical Foundation, Inc 403(b) Retirement Plan assets move in 2023? ▼
South Bend Medical Foundation, Inc 403(b) Retirement Plan grew at a solid clip - up 11.3% during 2023, from $15M to $17M. Reported net income was $2M.
How have South Bend Medical Foundation, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), South Bend Medical Foundation, Inc's sponsor-wide assets grew 13.4%, from $15M to $17M.
Which Other plans are similar in size to South Bend Medical Foundation, Inc 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Brescia University, Inc. Retirement Plan in KY ($17M, 148 participants).
Which Other plans cover a similar participant headcount to South Bend Medical Foundation, Inc 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Training Education and Manpower, Inc. Retirement Plan in CT (150 participants, $5M 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 350868178.

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.