Money Purchase · DOL Form 5500 · 2024
Indiana Historical Society Money Purchase Plan
Data updated 2026-08-11
- $8M
- Total assets
- 62
- Participants
- 52nd
- Percentile by assets
- $136,200
- Avg per participant
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.
- 52nd percentile by assets (of 123,622 plans)
- #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.
- $8M
- total plan assets (2024 EOY)
- 62
- covered participants
- 52nd
- percentile by assets (of 123,622 plans)
- $136,200
- avg assets per participant
Where Indiana Historical Society Defined Contribution Retirement Plan sits by total assets
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
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.
Indiana Historical Society across 3 plan years on file
Across the 3 plan years Indiana Historical Society has on file (2022-2024), sponsor-wide plan assets have moved from $11M to $8M, a decline of 26.3%, while reported participants moved from 211 to 62 (-70.6%). Peak year by sponsor assets: 2022 ($11M); trough: 2023 ($8M).
Indiana Historical Society multi-year asset trail
| 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.
Indiana Historical Society Defined Contribution Retirement Plan vs. nearby Money Purchase plans in Indiana, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Indiana Historical Society Defined Contribution Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Indiana Historical Society Defined Contribution Retirement Plan assets move in 2024? ▼
How have Indiana Historical Society plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Indiana Historical Society Defined Contribution Retirement Plan? ▼
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Multi-year trail
Ways to act on Indiana Historical Society Defined Contribution Retirement Plan's numbers.
- By total assets, Indiana Historical Society Defined Contribution Retirement Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Indiana. Compare plans
- Indiana Historical Society's sponsor-wide assets have declined 26.3% since 2022 across 3 plan years on file. More Educational Services plans