Other · DOL Form 5500 · 2024

Regenstrief Institute, Inc. Retirement Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
178
Participants Small participant base
78th
Percentile by assets National rank
$176,445
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Regenstrief Institute, Inc. Defined Contribution Retirement Plan · Sponsored by Regenstrief Institute, Inc. · Indiana · Other Services

$31M in assets, 178 participants

Regenstrief Institute, Inc.'s Regenstrief Institute, Inc. Defined Contribution Retirement Plan reported $31M in total assets and 178 participants in its 2024 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.

  • #6,874 in Other Services (7,719 peers)

Coverage in Indiana

Regenstrief Institute, Inc. Defined Contribution Retirement Plan covers 178 participants in Indiana, about 33% of the average Indiana filer (state average ~541 per filing). Assets: $31M.

#6,874
in Other Services (7,719 peers)
+15.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Regenstrief Institute, Inc. Defined Contribution Retirement Plan's outsized position by total assets

Regenstrief Institute, Inc. Defined Contribution Retirement Plan vs every filed plan by assets

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

$31,407,239 Top 22% higher than 78% 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

Regenstrief Institute, Inc. Defined Contribution Retirement 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. Regenstrief Institute, Inc. Defined Contribution Retirement Plan sits mid-pack in the medium band (178 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Regenstrief Institute, Inc. Defined Contribution Retirement Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Regenstrief Institute, Inc. Defined Contribution Retirement Plan end-of-year assets rose from $27M in the plan year 2023 filing to $31M in the plan year 2024 filing.
  • Regenstrief Institute, Inc. Defined Contribution Retirement Plan reported participants rose from 171 in the plan year 2023 filing to 178 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 300007730 · Regenstrief Institute, Inc. PY 2024 · Other

Regenstrief Institute, Inc. Defined Contribution Retirement Plan · $31M · 178 · 78th

  • TYPE $31M
  • NET 178
  • BOOK 78th
  • VS-ST Other
  • BOY near Lifegift Organ Donation Center Tax Sheltered Annuity Plan
  • SCH ind #6874

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 Other Services retirement plans → · Plans in Indiana →

Regenstrief Institute, Inc. Defined Contribution Retirement Plan in the asset neighbourhood

Talbert House 403(b) Plan$31MRegenstrief Institute, Inc. Defined Contribution Retirement PlanRegenstrief Institute, Inc. …$31MLifegift Organ Donation Center Tax Sheltered Annuity PlanLifegift Organ Donation Cent…$31MKatherine Delmar Burke School DC and Tda 403(b) PlansKatherine Delmar Burke Schoo…$31MAmerican Dental Education Association 403(b) Retirement Savings PlanAmerican Dental Education As…$31M
End-of-year total assets ($M) among Regenstrief Institute, Inc. Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$31M
Net Income$4M
Employer EIN300007730
Plan Effective Date2002-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Regenstrief Institute, Inc.)

Sponsor-wide plan assets over time

All Regenstrief Institute, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 30.64797023177432% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24M $31.4M ▲ +30.7%
Year Plans Participants Total Assets
2022 1 160 $24M
2023 1 171 $27M
2024 1 178 $31M

Nearby Other Plans in Indiana

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

Regenstrief Institute, Inc. Defined Contribution Retirement Plan vs. nearby Other plans in Indiana, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -20002004006008001000 Total assets ($M) Participants Regenstrief Institute, Inc. Defined Contribution Retirement Plan, Total assets ($M): 31.407239 · Participants: 178Regenstrief Institute, Inc. Defined Contribution Retirement PlanParkview Health System, Inc. 403(b) Plan, Total assets ($M): 928.494369 · Participants: 16191Parkview Health System, Inc. 403(b) PlanBeacon Retirement Savings 403(b) Plan, Total assets ($M): 694.923452 · Participants: 7707Beacon Retirement Savings 403(b) PlanIci Multiple Employer Plan, Total assets ($M): 480.618778 · Participants: 2722Ici Multiple Employer PlanCommunity Foundation of Northwest Indiana 403(b) Retirement Plan, Total assets ($M): 440.279707 · Participants: 7792Community Foundation of Northwest Indiana 403(b) Retirement PlanButler University Retirement Plan, Total assets ($M): 373.421837 · Participants: 3285Butler University Retirement Plan
Regenstrief Institute, Inc. Defined Contribution Retirement Plan vs. nearby Other plans in Indiana, assets vs. participants
Compare Regenstrief Institute, Inc. Defined Contribution Retirement Plan side-by-side with 3 peers →

Regenstrief Institute, Inc. Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Indiana, the nearest Other by assets is Lifegift Organ Donation Center Tax Sheltered Annuity Plan in TX ($31M); by covered participants it is Louisiana Horsemens Pension Plan in LA (178 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (178 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 Regenstrief Institute, Inc. Defined Contribution Retirement Plan assets move in 2024? ▼
Regenstrief Institute, Inc. Defined Contribution Retirement Plan grew sharply - up 15.3% during 2024, from $27M to $31M. Reported net income was $4M.
How have Regenstrief Institute, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Regenstrief Institute, Inc.'s sponsor-wide assets grew 30.6%, from $24M to $31M.
Where does Regenstrief Institute, Inc. Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Regenstrief Institute, Inc. Defined Contribution Retirement Plan ranks in the 78th 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 Other plans are similar in size to Regenstrief Institute, Inc. Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Lifegift Organ Donation Center Tax Sheltered Annuity Plan in TX ($31M, 422 participants).
Which Other plans cover a similar participant headcount to Regenstrief Institute, Inc. Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Louisiana Horsemens Pension Plan in LA (178 participants, $4M 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 300007730.

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.