401(k) · DOL Form 5500 · 2023

Indiana Oral & Maxillofacial Surgery Associates, 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
105
Participants Small participant base
81st
Percentile by assets National rank
$317,798
Avg per participant High balance/head
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Official DOL plan name: Iomsa, P.C. Retirement Plan · Sponsored by Indiana Oral & Maxillofacial Surgery Associates, · Indiana · Healthcare & Social Assistance

$33M in assets, 105 participants

Indiana Oral & Maxillofacial Surgery Associates,'s Iomsa, P.C. Retirement Plan reported $33M in total assets and 105 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #14,779 in Healthcare & Social Assistance (17,684 peers)

Coverage in Indiana

Iomsa, P.C. Retirement Plan covers 105 participants in Indiana, about 19% of the average Indiana filer (state average ~541 per filing). Assets: $33M.

#14,779
in Healthcare & Social Assistance (17,684 peers)
+8.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Iomsa, P.C. Retirement Plan's outsized position by total assets

Iomsa, P.C. Retirement Plan vs every filed plan by assets

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

$33,368,793 Top 19% higher than 81% 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

Iomsa, P.C. 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. Iomsa, P.C. Retirement Plan sits mid-pack in the medium band (105 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Iomsa, P.C. Retirement Plan reported net income rose from -$9M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Iomsa, P.C. Retirement Plan reported participants fell from 116 in the plan year 2022 filing to 105 in the plan year 2023 filing.
  • Iomsa, P.C. Retirement Plan end-of-year assets rose from $31M in the plan year 2022 filing to $33M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 351956068 · Indiana Oral & Maxillofacial Surgery Associates, PY 2023 · 401(k)

Iomsa, P.C. Retirement Plan · $33M · 105 · 81st

  • SCH $33M
  • SCH 105
  • SCH 81st
  • SCH 401(k)
  • SCH near San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(k) Profit Sharing Plan
  • SCH ind #14779

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 →

Iomsa, P.C. Retirement Plan in the asset neighbourhood

Iomsa, P.C. Retirement Plan$33MSan Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(k) Profit Sharing PlanSan Bernardino Medical Ortho…$33MRetirement Savings Plan for Employees of Eramet Marietta, Inc.Retirement Savings Plan for …$33MThe Tremont Group 401(k) Profit Sharing PlanThe Tremont Group 401(k) Pro…$33MWake Stone Corporation Profit Sharing and 401(k) PlanWake Stone Corporation Profi…$33M
End-of-year total assets ($M) among Iomsa, P.C. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$33M
Net Income$3M
Employer EIN351956068
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Indiana Oral & Maxillofacial Surgery Associates,)

Sponsor-wide plan assets over time

All Indiana Oral & Maxillofacial Surgery Associates, plans reported in each filing year

Latest sponsor-wide plan assets
$36M 18.12200993500533% vs 2022
2024 filing year
$30M$32M$34M$36M$38M 202220232024 $30.8M $36.3M ▲ +18.1%
Year Plans Participants Total Assets
2022 1 116 $31M
2023 1 105 $33M
2024 1 100 $36M

Nearby 401(k) Plans in Indiana

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

Iomsa, P.C. Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Iomsa, P.C. Retirement Plan, Total assets ($B): 0.033368793 · Participants: 105Iomsa, P.C. 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
Iomsa, P.C. Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Iomsa, P.C. Retirement Plan side-by-side with 3 peers →

Iomsa, P.C. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(k) Profit Sharing Plan in CA ($33M); by covered participants it is Associated Retina Consultants 401(k) Profit Sharing Plan & Trust in AZ (105 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (105 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 Iomsa, P.C. Retirement Plan assets move in 2023? ▼
Iomsa, P.C. Retirement Plan grew at a solid clip - up 8.5% during 2023, from $31M to $33M. Reported net income was $3M.
How have Indiana Oral & Maxillofacial Surgery Associates, plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Indiana Oral & Maxillofacial Surgery Associates,'s sponsor-wide assets grew 18.1%, from $31M to $36M.
Where does Iomsa, P.C. Retirement Plan rank by assets among Form 5500 filers? ▼
Iomsa, P.C. Retirement Plan ranks in the 81st 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 Iomsa, P.C. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(k) Profit Sharing Plan in CA ($33M, 322 participants).
Which 401(k) plans cover a similar participant headcount to Iomsa, P.C. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Associated Retina Consultants 401(k) Profit Sharing Plan & Trust in AZ (105 participants, $6M 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 351956068.

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.