401(k) · DOL Form 5500 · 2024
Southern Indiana Orthopedics, Inc. 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 60
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $184,375
- Avg per participant Above avg balance/head
Official DOL plan name: Southern Indiana Orthopedics, Inc. Retirement Savings Plan · Sponsored by Southern Indiana Orthopedics, Inc. · Indiana · Healthcare & Social Assistance
$11M in assets, 60 participants
Southern Indiana Orthopedics, Inc.'s Southern Indiana Orthopedics, Inc. Retirement Savings Plan reported $11M in total assets and 60 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.
- #10,703 in Healthcare & Social Assistance (16,916 peers)
What the 2024 filing shows
Southern Indiana Orthopedics, Inc. Retirement Savings Plan holds $11M for 60 participants - about $184,375 per participant, above the median plan by assets.
- #10,703
- in Healthcare & Social Assistance (16,916 peers)
- -4.6%
- assets change YoY
The plan reported a net loss of $536K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Southern Indiana Orthopedics, Inc. Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Southern Indiana Orthopedics, Inc. Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,062,474 Top 42% higher than 58% 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
Southern Indiana Orthopedics, Inc. Retirement Savings Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern Indiana Orthopedics, Inc. Retirement Savings Plan is a small filing (60 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Southern Indiana Orthopedics, Inc. Retirement Savings Plan reported net income fell from $1M in the plan year 2023 filing to -$536K in the plan year 2024 filing.
- Southern Indiana Orthopedics, Inc. Retirement Savings Plan end-of-year assets fell from $12M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Southern Indiana Orthopedics, Inc. Retirement Savings Plan reported participants rose from 58 in the plan year 2023 filing to 60 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 352133454 · Southern Indiana Orthopedics, Inc. PY 2024 · 401(k)
Southern Indiana Orthopedics, Inc. Retirement Savings Plan · $11M · 60 · 58th
- SCH $11M
- EBSA 60
- PART 58th
- TYPE 401(k)
- NET near English Gardens Group, Inc. 401(k) Plan
- BOOK ind #10703
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 →
Southern Indiana Orthopedics, Inc. Retirement Savings Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$536K |
| Employer EIN | 352133454 |
| Plan Effective Date | 2001-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southern Indiana Orthopedics, Inc.)
Sponsor-wide plan assets over time
All Southern Indiana Orthopedics, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 6.05588432024897% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 50 | $10M |
| 2023 | 1 | 58 | $12M |
| 2024 | 1 | 60 | $11M |
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
Southern Indiana Orthopedics, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is English Gardens Group, Inc. 401(k) Plan in MI ($11M); by covered participants it is Clos Lachance Wines, LLC 401-K Profit Sharing Plan in CA (60 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (60 participants); asset peers above are excluded.
- Clos Lachance Wines, LLC 401-K Profit Sharing Plan (CA) 60 · 0 off
- Service Caster Corporation 401(k) Profit Sharing Plan & Trust (PA) 60 · 0 off
- Boiler & Property Consulting L 401(k) Profit Sharing Plan & Trust (GA) 60 · 0 off
- Gallagher Asphalt Corporation Employees' Profit Sharing Plan (IL) 60 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.