401(k) · DOL Form 5500 · 2023
Medical Associates, LLP 401(k) Plan
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 81
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $399,519
- Avg per participant High balance/head
Official DOL plan name: Medical Associates, LLP 401(k) Profit Sharing Plan · Sponsored by Medical Associates, LLP · Indiana · Healthcare & Social Assistance
$32M in assets, 81 participants
Medical Associates, LLP's Medical Associates, LLP 401(k) Profit Sharing Plan reported $32M in total assets and 81 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.
- #14,707 in Healthcare & Social Assistance (17,684 peers)
Where Medical Associates, LLP 401(k) Profit Sharing Plan sits by assets
Medical Associates, LLP 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $32M for 81 participants (~$399,519/participant), up 15.8% in 2023.
- #14,707
- in Healthcare & Social Assistance (17,684 peers)
- +15.8%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Medical Associates, LLP 401(k) Profit Sharing Plan's outsized position by total assets
Medical Associates, LLP 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$32,361,058 Top 20% higher than 80% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Medical Associates, LLP 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Medical Associates, LLP 401(k) Profit Sharing Plan is a small filing (81 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Medical Associates, LLP 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Medical Associates, LLP 401(k) Profit Sharing Plan end-of-year assets rose from $28M in the plan year 2022 filing to $32M in the plan year 2023 filing.
- Medical Associates, LLP 401(k) Profit Sharing Plan reported participants rose from 78 in the plan year 2022 filing to 81 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 356061776 · Medical Associates, LLP PY 2023 · 401(k)
Medical Associates, LLP 401(k) Profit Sharing Plan · $32M · 81 · 80th
- IND $32M
- EOY 81
- 5500 80th
- ASSETS 401(k)
- PCT near Scri Holdings, LLC 401(k) Plan
- EIN ind #14707
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 →
Medical Associates, LLP 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | $4M |
| Employer EIN | 356061776 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Medical Associates, LLP)
Sponsor-wide plan assets over time
All Medical Associates, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $42M 50.922370059500224% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 78 | $28M |
| 2023 | 1 | 81 | $32M |
| 2024 | 1 | 90 | $42M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $11.1B · 17,583
- Elevance Health 401(k) Plan $11.0B · 76,590
- Cummins Retirement and Savings Plan $5.7B · 28,381
- Iu Health 401(k) Savings Plan $3.9B · 38,575
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015
Medical Associates, LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Scri Holdings, LLC 401(k) Plan in TN ($32M); by covered participants it is Vaughn Electric Company,Inc. 401(k) Plan in TN (81 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
- Scri Holdings, LLC 401(k) Plan (TN) $32M · 1,053
- Hospital Internists of Texas 401(k) Profit Sharing Plan (TX) $32M · 66
- Seneca Nation of Indians 401(k) Plan (NY) $32M · 1,503
- Multi-Tech Systems, Inc. Profit Sharing and Savings Plan (MN) $32M · 176
Similar participant headcount
Nearest other-state filings by covered participants (81 participants); asset peers above are excluded.
- Vaughn Electric Company,Inc. 401(k) Plan (TN) 81 · 0 off
- Caribbean Marketing Reps Retirement Plan (PR) 81 · 0 off
- Cc Properties Investments, LLC 401(k) Plan (AZ) 81 · 0 off
- Filmtools Inc. (CA) 81 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.