Other · DOL Form 5500 · 2023

Aspire Indiana Inc. Retirement Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
590
Participants Below avg headcount
78th
Percentile by assets National rank
$46,299
Avg per participant Low balance/head
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Official DOL plan name: Aspire Indiana Employer Sponsored 403b Plan · Sponsored by Aspire Indiana Inc. · Indiana · Healthcare & Social Assistance

$27M in assets, 590 participants

Aspire Indiana Inc.'s Aspire Indiana Employer Sponsored 403b Plan reported $27M in total assets and 590 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #14,372 in Healthcare & Social Assistance (17,684 peers)

Where Aspire Indiana Employer Sponsored 403b Plan sits by assets

Aspire Indiana Employer Sponsored 403b Plan sits in the top quartile of all filed plans by assets, $27M for 590 participants (~$46,299/participant), up 7.4% in 2023.

#14,372
in Healthcare & Social Assistance (17,684 peers)
+7.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Aspire Indiana Employer Sponsored 403b Plan's outsized position by total assets

Aspire Indiana Employer Sponsored 403b Plan vs every filed plan by assets

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

$27,316,267 Top 22% higher than 78% 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

Aspire Indiana Employer Sponsored 403b 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. Aspire Indiana Employer Sponsored 403b Plan sits mid-pack in the medium band (590 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aspire Indiana Employer Sponsored 403b Plan reported net income fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Aspire Indiana Employer Sponsored 403b Plan reported participants rose from 537 in the plan year 2022 filing to 590 in the plan year 2023 filing.
  • Aspire Indiana Employer Sponsored 403b Plan end-of-year assets rose from $25M in the plan year 2022 filing to $27M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 351341204 · Aspire Indiana Inc. PY 2023 · Other

Aspire Indiana Employer Sponsored 403b Plan · $27M · 590 · 78th

  • NET $27M
  • BOOK 590
  • VS-ST 78th
  • BOY Other
  • SCH near Rural Community Assistance Corporation DC Retirement Plan
  • EBSA ind #14372

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 →

Aspire Indiana Employer Sponsored 403b Plan in the asset neighbourhood

National Baseball Hall of Fame and Museum Inc. Retirement PlanNational Baseball Hall of Fa…$27MAspire Indiana Employer Sponsored 403b PlanAspire Indiana Employer Spon…$27MRural Community Assistance Corporation DC Retirement PlanRural Community Assistance C…$27MHospice of Wake County, Inc. Retirement Savings PlanHospice of Wake County, Inc.…$27MChildren's Home of Cincinnati 403(b) PlanChildren's Home of Cincinnat…$27M
End-of-year total assets ($M) among Aspire Indiana Employer Sponsored 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$27M
Net Income$2M
Employer EIN351341204
Plan Effective Date1974-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aspire Indiana Inc.)

Sponsor-wide plan assets over time

All Aspire Indiana Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 13.805830753082127% vs 2022
2024 filing year
$24M$26M$28M$30M 202220232024 $25.4M $29M ▲ +13.8%
Year Plans Participants Total Assets
2022 1 537 $25M
2023 1 590 $27M
2024 1 717 $29M

Nearby Other Plans in Indiana

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

Aspire Indiana Employer Sponsored 403b Plan vs. nearby Other plans in Indiana, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -20002004006008001000 Total assets ($M) Participants Aspire Indiana Employer Sponsored 403b Plan, Total assets ($M): 27.316267 · Participants: 590Aspire Indiana Employer Sponsored 403b 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
Aspire Indiana Employer Sponsored 403b Plan vs. nearby Other plans in Indiana, assets vs. participants
Compare Aspire Indiana Employer Sponsored 403b Plan side-by-side with 3 peers →

Aspire Indiana Employer Sponsored 403b Plan's out-of-state Other peers by assets and headcount

Outside Indiana, the nearest Other by assets is Rural Community Assistance Corporation DC Retirement Plan in CA ($27M); by covered participants it is Copley Health Systems, Inc. 403(b) Retirement Plan in VT (590 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (590 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 Aspire Indiana Employer Sponsored 403b Plan assets move in 2023? ▼
Aspire Indiana Employer Sponsored 403b Plan grew at a solid clip - up 7.4% during 2023, from $25M to $27M. Reported net income was $2M.
How have Aspire Indiana Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aspire Indiana Inc.'s sponsor-wide assets grew 13.8%, from $25M to $29M.
Where does Aspire Indiana Employer Sponsored 403b Plan rank by assets among Form 5500 filers? ▼
Aspire Indiana Employer Sponsored 403b Plan ranks in the 78th 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 Other plans are similar in size to Aspire Indiana Employer Sponsored 403b Plan? ▼
Among Other plans in other states, the closest by assets is Rural Community Assistance Corporation DC Retirement Plan in CA ($27M, 209 participants).
Which Other plans cover a similar participant headcount to Aspire Indiana Employer Sponsored 403b Plan? ▼
Among Other plans in other states, the closest by covered participants is Copley Health Systems, Inc. 403(b) Retirement Plan in VT (590 participants, $47M 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 351341204.

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.