Money Purchase · DOL Form 5500 · 2024
Indiana Historical Society Money Purchase Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 62
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $136,200
- Avg per participant Near avg balance/head
Official DOL plan name: Indiana Historical Society Defined Contribution Retirement Plan · Sponsored by Indiana Historical Society · Indiana · Educational Services
$8M in assets, 62 participants
Indiana Historical Society's Indiana Historical Society Defined Contribution Retirement Plan reported $8M in total assets and 62 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.
- #1,284 in Educational Services (3,638 peers)
Indiana Historical Society multi-year trail
Indiana Historical Society's plans moved -26.3% in assets from 2022 to 2024; this filing shows Indiana Historical Society Defined Contribution Retirement Plan at $8M / 62 participants.
- #1,284
- in Educational Services (3,638 peers)
- +2.1%
- assets growth YoY
Indiana Historical Society Defined Contribution Retirement Plan's mid-pack asset rank among Educational Services and all filers
Indiana Historical Society Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,444,392 Top 48% higher than 52% 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
Indiana Historical Society Defined Contribution Retirement 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. Indiana Historical Society Defined Contribution Retirement Plan is a small filing (62 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Indiana Historical Society Defined Contribution Retirement Plan reported net income fell from $923K in the plan year 2023 filing to $171K in the plan year 2024 filing.
- Indiana Historical Society Defined Contribution Retirement Plan reported participants fell from 72 in the plan year 2023 filing to 62 in the plan year 2024 filing.
- Indiana Historical Society Defined Contribution Retirement Plan end-of-year assets rose from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.
DOL schedule card
Filing strip 350876384 · Indiana Historical Society PY 2024 · Money Purchase
Indiana Historical Society Defined Contribution Retirement Plan · $8M · 62 · 52nd
- NET $8M
- BOOK 62
- VS-ST 52nd
- BOY Money Purchase
- SCH near International Alliance of Theatrical & Stage Employees Local 17 Retirement Fund
- EBSA ind #1284
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 Educational Services retirement plans → · Plans in Indiana →
Indiana Historical Society Defined Contribution Retirement Plan in the asset neighbourhood
Indiana Historical Society multi-year asset trail
Sponsor-wide plan assets over time
All Indiana Historical Society plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 26.28525392040975% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 211 | $11M |
| 2023 | 1 | 72 | $8M |
| 2024 | 1 | 62 | $8M |
Indiana Historical Society filing trail (2024)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $171K |
| Employer EIN | 350876384 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Indiana
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- I.B.E.W Local 697 Defined Contribution Plan $433M · 986
- Rose-Hulman Institute of Technology Money Purchase Purchase Plan $220M · 576
- Plumbers and Steamfitters Local 440 Defined Contribution Plan $198M · 2,945
- IBEW Local 531 & NECA Money Purchase Pension Plan $137M · 705
- International Brotherhood of Electrical Workers Local No 725 Supplemental Pension Trust $128M · 1,457
Indiana Historical Society Defined Contribution Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside Indiana, the nearest Money Purchase by assets is International Alliance of Theatrical & Stage Employees Local 17 Retirement Fund in KY ($8M); by covered participants it is Carl Rose & Sons, Inc. Money Purchase Pension Plan in NC (62 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- International Alliance of Theatrical & Stage Employees Local 17 Retirement Fund (KY) $8M · 142
- Bricklayers & Allied Craftsmen Local Union No. 7 Retirement Plan (KY) $8M · 75
- Safety Marking, Inc. Money Purchase Pension Plan (CT) $9M · 154
- Whitefish Credit Union Association Employees' Pension Plan (MT) $9M · 191
Similar participant headcount
Nearest other-state filings by covered participants (62 participants); asset peers above are excluded.
- Carl Rose & Sons, Inc. Money Purchase Pension Plan (NC) 62 · 0 off
- Emmett L. Goodman, Jr. Profit Sharing Trust (GA) 62 · 0 off
- University of Maryland Psychiatry Associates, P.a. Money Purchase Plan and Trust (MD) 62 · 0 off
- University of Maryland Surgical Associates, P.a. Pension Plan (MD) 63 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.