401(k) · DOL Form 5500 · 2024

Tri-State Orthopaedic Surgeons, Inc. 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
192
Participants Below avg headcount
83rd
Percentile by assets National rank
$229,055
Avg per participant Above avg balance/head
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Official DOL plan name: Tri-State Orthopaedic Surgeons, Inc. 401(k) Plan · Sponsored by Tri-State Orthopaedic Surgeons, Inc. · Indiana · Healthcare & Social Assistance

$44M in assets, 192 participants

Tri-State Orthopaedic Surgeons, Inc.'s Tri-State Orthopaedic Surgeons, Inc. 401(k) Plan reported $44M in total assets and 192 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #14,404 in Healthcare & Social Assistance (16,916 peers)

Coverage in Indiana

Tri-State Orthopaedic Surgeons, Inc. 401(k) Plan covers 192 participants in Indiana, about 35% of the average Indiana filer (state average ~541 per filing). Assets: $44M.

#14,404
in Healthcare & Social Assistance (16,916 peers)
+10.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Tri-State Orthopaedic Surgeons, Inc. 401(k) Plan's outsized position by total assets

Tri-State Orthopaedic Surgeons, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$43,978,580 Top 17% higher than 83% of 123,620 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 2024

Tri-State Orthopaedic Surgeons, Inc. 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. Tri-State Orthopaedic Surgeons, Inc. 401(k) Plan sits mid-pack in the medium band (192 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tri-State Orthopaedic Surgeons, Inc. 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Tri-State Orthopaedic Surgeons, Inc. 401(k) Plan end-of-year assets rose from $40M in the plan year 2023 filing to $44M in the plan year 2024 filing.
  • Tri-State Orthopaedic Surgeons, Inc. 401(k) Plan reported participants fell from 203 in the plan year 2023 filing to 192 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 351284898 · Tri-State Orthopaedic Surgeons, Inc. PY 2024 · 401(k)

Tri-State Orthopaedic Surgeons, Inc. 401(k) Plan · $44M · 192 · 83rd

  • PHOTO $44M
  • PHOTO 192
  • PHOTO 83rd
  • PHOTO 401(k)
  • PHOTO near Mizuno USA, Inc. 401(k) Plan
  • PHOTO ind #14404

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 →

Tri-State Orthopaedic Surgeons, Inc. 401(k) Plan in the asset neighbourhood

Cordoba Corporation 401(k) PlanCordoba Corporation 401(k) P…$44MTri-State Orthopaedic Surgeons, Inc. 401(k) PlanTri-State Orthopaedic Surgeo…$44MMizuno USA, Inc. 401(k) Plan$44MRailpros, Inc. 401(k) Profit Sharing Plan and TrustRailpros, Inc. 401(k) Profit…$44MArdian US LLC 401(k) Profit Sharing Plan & TrustArdian US LLC 401(k) Profit …$44M
End-of-year total assets ($M) among Tri-State Orthopaedic Surgeons, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$44M
Net Income$4M
Employer EIN351284898
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tri-State Orthopaedic Surgeons, Inc.)

Sponsor-wide plan assets over time

All Tri-State Orthopaedic Surgeons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$44M 26.626073225172327% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $34.7M $44M ▲ +26.6%
Year Plans Participants Total Assets
2022 1 183 $35M
2023 1 203 $40M
2024 1 192 $44M

Nearby 401(k) Plans in Indiana

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Tri-State Orthopaedic Surgeons, Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Tri-State Orthopaedic Surgeons, Inc. 401(k) Plan, Total assets ($B): 0.04397858 · Participants: 192Tri-State Orthopaedic Surgeons, Inc. 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Tri-State Orthopaedic Surgeons, Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Tri-State Orthopaedic Surgeons, Inc. 401(k) Plan side-by-side with 3 peers →

Tri-State Orthopaedic Surgeons, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Mizuno USA, Inc. 401(k) Plan in GA ($44M); by covered participants it is Lawley Motors, LLC 401(k) Plan in AZ (192 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($44M here).

Similar participant headcount

Nearest other-state filings by covered participants (192 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Tri-State Orthopaedic Surgeons, Inc. 401(k) Plan assets move in 2024? ▼
Tri-State Orthopaedic Surgeons, Inc. 401(k) Plan grew at a solid clip - up 10.6% during 2024, from $40M to $44M. Reported net income was $4M.
How have Tri-State Orthopaedic Surgeons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tri-State Orthopaedic Surgeons, Inc.'s sponsor-wide assets grew 26.6%, from $35M to $44M.
Where does Tri-State Orthopaedic Surgeons, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Tri-State Orthopaedic Surgeons, Inc. 401(k) Plan ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Tri-State Orthopaedic Surgeons, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mizuno USA, Inc. 401(k) Plan in GA ($44M, 291 participants).
Which 401(k) plans cover a similar participant headcount to Tri-State Orthopaedic Surgeons, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lawley Motors, LLC 401(k) Plan in AZ (192 participants, $8M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 351284898.

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.