Other · DOL Form 5500 · 2023
Orchard School Foundation Inc. Retirement Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 142
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $181,180
- Avg per participant Above avg balance/head
Official DOL plan name: Orchard School Retirement Plan · Sponsored by Orchard School Foundation Inc. · Indiana · Educational Services
$26M in assets, 142 participants
Orchard School Foundation Inc.'s Orchard School Retirement Plan reported $26M in total assets and 142 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.
- #2,282 in Educational Services (3,735 peers)
Coverage in Indiana
Orchard School Retirement Plan covers 142 participants in Indiana, about 26% of the average Indiana filer (state average ~541 per filing). Assets: $26M.
- #2,282
- in Educational Services (3,735 peers)
- +8.1%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Orchard School Retirement Plan's outsized position by total assets
Orchard School Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$25,727,550 Top 23% higher than 77% 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
Orchard School 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. Orchard School Retirement Plan sits mid-pack in the medium band (142 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Orchard School Retirement Plan reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Orchard School Retirement Plan reported participants rose from 110 in the plan year 2022 filing to 142 in the plan year 2023 filing.
- Orchard School Retirement Plan end-of-year assets rose from $24M in the plan year 2022 filing to $26M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 350909975 · Orchard School Foundation Inc. PY 2023 · Other
Orchard School Retirement Plan · $26M · 142 · 77th
- BOY $26M
- SCH 142
- EBSA 77th
- PART Other
- TYPE near Samaritan Healthcare & Hospice, Inc. 403(b) Plan
- NET ind #2282
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 Educational Services retirement plans → · Plans in Indiana →
Orchard School Retirement Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $2M |
| Employer EIN | 350909975 |
| Plan Effective Date | 1963-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Orchard School Foundation Inc.)
Sponsor-wide plan assets over time
All Orchard School Foundation Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 16.02463588461198% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 110 | $24M |
| 2023 | 1 | 142 | $26M |
| 2024 | 1 | 170 | $28M |
Nearby Other Plans in Indiana
Peer Other plans, same state, same plan type, ranked by total assets.
- Parkview Health System, Inc. 403(b) Plan $787M · 16,096
- Beacon Retirement Savings 403(b) Plan $603M · 7,172
- Ici Multiple Employer Plan $449M · 2,656
- Community Foundation of Northwest Indiana 403(b) Retirement Plan $391M · 7,567
- Butler University Retirement Plan $343M · 3,137
Orchard School Retirement Plan's out-of-state Other peers by assets and headcount
Outside Indiana, the nearest Other by assets is Samaritan Healthcare & Hospice, Inc. 403(b) Plan in NJ ($26M); by covered participants it is Hewitt School Defined Contribution Retirement Plan in NY (142 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
- Samaritan Healthcare & Hospice, Inc. 403(b) Plan (NJ) $26M · 384
- Fraser 403(b) Retirement Plan (MN) $26M · 1,575
- Presbyterian Senior Living 403(b) Plan (PA) $26M · 1,985
- Icuf Multiple Employer Plan (FL) $26M · 306
Similar participant headcount
Nearest other-state filings by covered participants (142 participants); asset peers above are excluded.
- Hewitt School Defined Contribution Retirement Plan (NY) 142 · 0 off
- Experimental Aircraft Association, Inc. 403(b) Tda Plan (WI) 142 · 0 off
- Denver Art Museum DC Plan (CO) 142 · 0 off
- Cetronia Ambulance Corps 403(b) Plan (PA) 142 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.