401(k) · DOL Form 5500 · 2024
Indiana University Health Inc. 401(k) Plan
Data updated 2026-08-25
- $4.5B
- Total assets Very large vs avg
- 38,460
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $116,528
- Avg per participant Below avg balance/head
Official DOL plan name: Iu Health 401(k) Savings Plan · Sponsored by Indiana University Health Inc. · Indiana · Healthcare & Social Assistance
$4.5B in assets, 38,460 participants
Indiana University Health Inc.'s Iu Health 401(k) Savings Plan reported $4.5B in total assets and 38,460 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.
- #16,877 in Healthcare & Social Assistance (16,916 peers)
Coverage in Indiana
Iu Health 401(k) Savings Plan covers 38,460 participants in Indiana, 71x the typical Indiana plan (state average ~541 per filing). Assets: $4.5B.
- #16,877
- in Healthcare & Social Assistance (16,916 peers)
- +14.7%
- assets growth YoY
- 45×
- vs typical plan assets (national mean)
Iu Health 401(k) Savings Plan's outsized position by total assets
Iu Health 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,481,656,061 Highest reported value at or above every one 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
Iu Health 401(k) Savings Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Iu Health 401(k) Savings Plan is a mega filing (38,460 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Iu Health 401(k) Savings Plan end-of-year assets rose from $3.9B in the plan year 2023 filing to $4.5B in the plan year 2024 filing.
- Iu Health 401(k) Savings Plan reported net income fell from $662M in the plan year 2023 filing to $574M in the plan year 2024 filing.
- Iu Health 401(k) Savings Plan reported participants fell from 38,575 in the plan year 2023 filing to 38,460 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 351955872 · Indiana University Health Inc. PY 2024 · 401(k)
Iu Health 401(k) Savings Plan · $4.5B · 38,460 · 100th
- EOY $4.5B
- EOY 38,460
- EOY 100th
- EOY 401(k)
- EOY near Deutsche Bank Matched Savings Plan
- EOY ind #16877
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 →
Iu Health 401(k) Savings Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $3.9B |
|---|---|
| Net Assets (End of Year) | $4.5B |
| Net Income | $574M |
| Employer EIN | 351955872 |
| Plan Effective Date | 1989-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Indiana University Health Inc.)
Sponsor-wide plan assets over time
All Indiana University Health Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4.5B 38.09479328559603% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 39,243 | $3.2B |
| 2023 | 1 | 38,575 | $3.9B |
| 2024 | 1 | 38,460 | $4.5B |
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
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385
- Nisource Inc Retirement Savings Plan $2.0B · 7,619
Scale composition for Iu Health 401(k) Savings Plan
Iu Health 401(k) Savings Plan reports $4.5B in end-of-year assets across 38,460 participants (0.036% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.041% of 93,925,755 covered participants) - about $116,528 per participant (84% of the national average assets-per-participant) . Net income for plan year 2024 was $574M.
This plan identity (EIN 351955872, plan #005) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.2B to $4.5B (+38.1%) while covered participants moved from 39,243 to 38,460 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 39,243 | $3.2B | Open filing |
| 2023 | 38,575 | $3.9B | Open filing |
| 2024 · index core | 38,460 | $4.5B | This page |
Iu Health 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Deutsche Bank Matched Savings Plan in NY ($4.5B); by covered participants it is Medtronic Savings and Investment Plan in MN (38,480 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4.5B here).
- Deutsche Bank Matched Savings Plan (NY) $4.5B · 8,101
- American International Group, Inc. Incentive Savings Plan (NY) $4.5B · 7,147
- Laboratory Corporation of America Holdings 401(k) Savings Plan (NC) $4.5B · 47,710
- Michelin 401(k) Savings Plan (SC) $4.5B · 15,095
Similar participant headcount
Nearest other-state filings by covered participants (38,460 participants); asset peers above are excluded.
- Medtronic Savings and Investment Plan (MN) 38,480 · 20 off
- Whataburger 401(k) Savings Plan (TX) 38,324 · 136 off
- Advantage 401(k) Savings Plan (MO) 38,300 · 160 off
- Waste Management Retirement Savings Plan (TX) 38,676 · 216 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.