401(k) · DOL Form 5500 · 2023
Elkhart Clinic, LLC 401(k) Plan
Data updated 2026-08-25
- $60M
- Total assets Below avg plan size
- 333
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $181,487
- Avg per participant Above avg balance/head
Official DOL plan name: Elkhart Clinic, LLC Employees' Profit Sharing Plan · Sponsored by Elkhart Clinic, LLC · Indiana · Healthcare & Social Assistance
$60M in assets, 333 participants
Elkhart Clinic, LLC's Elkhart Clinic, LLC Employees' Profit Sharing Plan reported $60M in total assets and 333 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.
- #15,791 in Healthcare & Social Assistance (17,684 peers)
Where Elkhart Clinic, LLC Employees' Profit Sharing Plan sits by assets
Elkhart Clinic, LLC Employees' Profit Sharing Plan sits in the top quartile of all filed plans by assets, $60M for 333 participants (~$181,487/participant), up 4.8% in 2023.
- #15,791
- in Healthcare & Social Assistance (17,684 peers)
- +4.8%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Elkhart Clinic, LLC Employees' Profit Sharing Plan's outsized position by total assets
Elkhart Clinic, LLC Employees' Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$60,435,287 Top 13% higher than 87% 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
Elkhart Clinic, LLC Employees' Profit Sharing 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. Elkhart Clinic, LLC Employees' Profit Sharing Plan sits mid-pack in the medium band (333 participants).
Plan-year Form 5500 strip
Filing strip 351911857 · Elkhart Clinic, LLC PY 2023 · 401(k)
Elkhart Clinic, LLC Employees' Profit Sharing Plan · $60M · 333 · 87th
- EOY $60M
- EOY 333
- EOY 87th
- EOY 401(k)
- EOY near Kyo-Ya Management Company, Ltd. 401(k) Plan
- EOY ind #15791
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 →
Elkhart Clinic, LLC Employees' Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $58M |
|---|---|
| Net Assets (End of Year) | $60M |
| Net Income | $3M |
| Employer EIN | 351911857 |
| Plan Effective Date | 1985-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Elkhart Clinic, LLC)
Sponsor-wide plan assets over time
All Elkhart Clinic, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $67M 11.176741826343937% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 333 | $60M |
| 2024 | 1 | 332 | $67M |
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
Elkhart Clinic, LLC Employees' Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Kyo-Ya Management Company, Ltd. 401(k) Plan in HI ($60M); by covered participants it is Lookout, Inc. 401(k) Plan in CA (333 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($60M here).
- Kyo-Ya Management Company, Ltd. 401(k) Plan (HI) $60M · 494
- Egan Company 401(k) and Profit Sharing Plan (MN) $60M · 243
- San Francisco Newspapers Savings Plan (NC) $60M · 203
- Pinnacle Dermatology 401(k) Profit Sharing Plan (TN) $60M · 1,838
Similar participant headcount
Nearest other-state filings by covered participants (333 participants); asset peers above are excluded.
- Lookout, Inc. 401(k) Plan (CA) 333 · 0 off
- Paulo Products Company 401(k) Plan (MO) 333 · 0 off
- Blue Plate 401(k) Plan (MN) 333 · 0 off
- Technical Resources International, Inc. 401(k) Profit Sharing Plan (MD) 333 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.