401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-11

$33M
Total assets
105
Participants
81st
Percentile by assets
$317,798
Avg per participant
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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.

  • 81st percentile by assets (of 127,072 plans)
  • #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.

$33M
total plan assets (2023 EOY)
105
covered participants
81st
percentile by assets (of 127,072 plans)
$317,798
avg assets per participant

Where Iomsa, P.C. Retirement Plan sits 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 $2,010,000,000 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

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 →

State
Indiana
Industry
Healthcare & Social Assistance

Participants vs Indiana filers

In Indiana, the average filing covers about 541 participants across 2,302 plans. Iomsa, P.C. Retirement Plan reports 105 participants - about 19% of that state average ($33M EOY assets).

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,)

$30M$32M$34M$36M$38M 202220232024 $30.8M $36.3M ▲ +18.1%
Total plan assets by year, all Indiana Oral & Maxillofacial Surgery Associates, plans on file
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 ($B) Participants Iomsa, P.C. Retireme…, Total assets ($B): 0.033368793 · Participants: 105Iomsa, P.C. Retireme…The Lilly Employee 4…, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 4…Elevance Health 401(…, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(…Cummins Retirement a…, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement a…Iu Health 401(k) Sav…, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Sav…Steel Dynamics, Inc.…, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc.…
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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Iomsa, P.C. Retirement Plan by total assets, not by location.

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).

Next read for Iomsa, P.C. Retirement Plan

Filing takeaways

Ways to act on Iomsa, P.C. Retirement Plan's numbers.

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.