401(k) · DOL Form 5500 · 2024

Holy Cross Village at Notre Dame 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
143
Participants Small participant base
34th
Percentile by assets National rank
$21,171
Avg per participant Low balance/head
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Official DOL plan name: Holy Cross Village 401(k) Retirement Plan · Sponsored by Holy Cross Village at Notre Dame · Indiana · Healthcare & Social Assistance

$3M in assets, 143 participants

Holy Cross Village at Notre Dame's Holy Cross Village 401(k) Retirement Plan reported $3M in total assets and 143 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #5,817 in Healthcare & Social Assistance (16,916 peers)

Coverage in Indiana

Holy Cross Village 401(k) Retirement Plan covers 143 participants in Indiana, about 26% of the average Indiana filer (state average ~541 per filing). Assets: $3M.

#5,817
in Healthcare & Social Assistance (16,916 peers)
+21.4%
assets growth YoY

Holy Cross Village 401(k) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Holy Cross Village 401(k) Retirement Plan vs every filed plan by assets

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

$3,027,498 34th percentile higher than 34% 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

Holy Cross Village 401(k) 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. Holy Cross Village 401(k) Retirement Plan sits mid-pack in the medium band (143 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Holy Cross Village 401(k) Retirement Plan reported net income rose from $378K in the plan year 2023 filing to $533K in the plan year 2024 filing.
  • Holy Cross Village 401(k) Retirement Plan reported participants rose from 114 in the plan year 2023 filing to 143 in the plan year 2024 filing.
  • Holy Cross Village 401(k) Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 352084623 · Holy Cross Village at Notre Dame PY 2024 · 401(k)

Holy Cross Village 401(k) Retirement Plan · $3M · 143 · 34th

  • 5500 $3M
  • ASSETS 143
  • PCT 34th
  • EIN 401(k)
  • RANK near Cascade Management, Inc 401(k) Profit Sharing Plan
  • PHOTO ind #5817

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 →

Holy Cross Village 401(k) Retirement Plan in the asset neighbourhood

Holy Cross Village 401(k) Retirement PlanHoly Cross Village 401(k) Re…$3MCascade Management, Inc 401(k) Profit Sharing PlanCascade Management, Inc 401(…$3MFood Bank of Central & Eastern North Carolina, Inc. 403(b)Plan-002Food Bank of Central & Easte…$3MShared Support South 401(k) PlanShared Support South 401(k) …$3MSpira Manufacturing Corporation 401(k) Profit Sharing PlanSpira Manufacturing Corporat…$3M
End-of-year total assets ($M) among Holy Cross Village 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$533K
Employer EIN352084623
Plan Effective Date2009-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Holy Cross Village at Notre Dame)

Sponsor-wide plan assets over time

All Holy Cross Village at Notre Dame plans reported in each filing year

Latest sponsor-wide plan assets
$3M 42.86055385103232% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.12M $3.03M ▲ +42.9%
Year Plans Participants Total Assets
2022 1 86 $2M
2023 1 114 $2M
2024 1 143 $3M

Nearby 401(k) Plans in Indiana

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

Holy Cross Village 401(k) Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Holy Cross Village 401(k) Retirement Plan, Total assets ($B): 0.003027498 · Participants: 143Holy Cross Village 401(k) Retirement 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
Holy Cross Village 401(k) Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Holy Cross Village 401(k) Retirement Plan side-by-side with 3 peers →

Holy Cross Village 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Cascade Management, Inc 401(k) Profit Sharing Plan in OR ($3M); by covered participants it is Flywheel Digital LLC 401(k) Plan in (143 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (143 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 Holy Cross Village 401(k) Retirement Plan assets move in 2024? ▼
Holy Cross Village 401(k) Retirement Plan grew sharply - up 21.4% during 2024, from $2M to $3M. Reported net income was $533K.
How have Holy Cross Village at Notre Dame plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Holy Cross Village at Notre Dame's sponsor-wide assets grew 42.9%, from $2M to $3M.
Which 401(k) plans are similar in size to Holy Cross Village 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cascade Management, Inc 401(k) Profit Sharing Plan in OR ($3M, 188 participants).
Which 401(k) plans cover a similar participant headcount to Holy Cross Village 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Flywheel Digital LLC 401(k) Plan in (143 participants, N/A 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 352084623.

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.