401(k) · DOL Form 5500 · 2024
Mulberry Health and Retirement Community 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 111
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $39,506
- Avg per participant Low balance/head
Official DOL plan name: Mulberry Health and Retirement Community 401(k) Plan · Sponsored by Mulberry Health and Retirement Community · Indiana · Healthcare & Social Assistance
$4M in assets, 111 participants
Mulberry Health and Retirement Community's Mulberry Health and Retirement Community 401(k) Plan reported $4M in total assets and 111 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.
- #7,101 in Healthcare & Social Assistance (16,916 peers)
Coverage in Indiana
Mulberry Health and Retirement Community 401(k) Plan covers 111 participants in Indiana, about 21% of the average Indiana filer (state average ~541 per filing). Assets: $4M.
- #7,101
- in Healthcare & Social Assistance (16,916 peers)
- +17.7%
- assets growth YoY
Mulberry Health and Retirement Community 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Mulberry Health and Retirement Community 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,385,168 40th percentile higher than 40% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Mulberry Health and Retirement Community 401(k) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mulberry Health and Retirement Community 401(k) Plan sits mid-pack in the medium band (111 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mulberry Health and Retirement Community 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Mulberry Health and Retirement Community 401(k) Plan reported net income rose from $610K in the plan year 2023 filing to $660K in the plan year 2024 filing.
- Mulberry Health and Retirement Community 401(k) Plan reported participants rose from 107 in the plan year 2023 filing to 111 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 010677093 · Mulberry Health and Retirement Community PY 2024 · 401(k)
Mulberry Health and Retirement Community 401(k) Plan · $4M · 111 · 40th
- RANK $4M
- RANK 111
- RANK 40th
- RANK 401(k)
- RANK near True Food Kitchen 401(k) Plan
- RANK ind #7101
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 →
Mulberry Health and Retirement Community 401(k) Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $660K |
| Employer EIN | 010677093 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mulberry Health and Retirement Community)
Sponsor-wide plan assets over time
All Mulberry Health and Retirement Community plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 40.769441649850954% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 124 | $3M |
| 2023 | 1 | 107 | $4M |
| 2024 | 1 | 111 | $4M |
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 $13.1B · 19,977
- Elevance Health 401(k) Plan $12.1B · 73,120
- Cummins Retirement and Savings Plan $6.4B · 30,272
- Iu Health 401(k) Savings Plan $4.5B · 38,460
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385
Mulberry Health and Retirement Community 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is True Food Kitchen 401(k) Plan in AZ ($4M); by covered participants it is R.N. Industries Trucking, Inc. Profit Sharing Plan in UT (111 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (111 participants); asset peers above are excluded.
- R.N. Industries Trucking, Inc. Profit Sharing Plan (UT) 111 · 0 off
- Freedom Homecare Inc 401(k) Profit Sharing Plan & Trust (IL) 111 · 0 off
- Boettcher-Hlavinka 401(k) Plan (TX) 111 · 0 off
- Berryman Chemical Inc. Retirement Plan (TX) 111 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.