401(k) · DOL Form 5500 · 2024

Lakeshore Bone & Joint Institute, P.C. 401(k) Plan

Data updated 2026-08-25

$58M
Total assets Below avg plan size
228
Participants Below avg headcount
86th
Percentile by assets National rank
$252,966
Avg per participant Above avg balance/head
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Official DOL plan name: Lakeshore Bone & Joint Institute Retirement Plan · Sponsored by Lakeshore Bone & Joint Institute, P.C. · Indiana · Healthcare & Social Assistance

$58M in assets, 228 participants

Lakeshore Bone & Joint Institute, P.C.'s Lakeshore Bone & Joint Institute Retirement Plan reported $58M in total assets and 228 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #14,836 in Healthcare & Social Assistance (16,916 peers)

Coverage in Indiana

Lakeshore Bone & Joint Institute Retirement Plan covers 228 participants in Indiana, about 42% of the average Indiana filer (state average ~541 per filing). Assets: $58M.

#14,836
in Healthcare & Social Assistance (16,916 peers)
+13.9%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Lakeshore Bone & Joint Institute Retirement Plan's outsized position by total assets

Lakeshore Bone & Joint Institute Retirement Plan vs every filed plan by assets

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

$57,676,194 Top 14% higher than 86% 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

Lakeshore Bone & Joint Institute 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. Lakeshore Bone & Joint Institute Retirement Plan sits mid-pack in the medium band (228 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lakeshore Bone & Joint Institute Retirement Plan reported net income fell from $9M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Lakeshore Bone & Joint Institute Retirement Plan end-of-year assets rose from $51M in the plan year 2023 filing to $58M in the plan year 2024 filing.
  • Lakeshore Bone & Joint Institute Retirement Plan reported participants rose from 211 in the plan year 2023 filing to 228 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 351151025 · Lakeshore Bone & Joint Institute, P.C. PY 2024 · 401(k)

Lakeshore Bone & Joint Institute Retirement Plan · $58M · 228 · 86th

  • IND $58M
  • EOY 228
  • 5500 86th
  • ASSETS 401(k)
  • PCT near Lnw Retirement Plan
  • EIN ind #14836

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 →

Lakeshore Bone & Joint Institute Retirement Plan in the asset neighbourhood

Lakeshore Bone & Joint Institute Retirement PlanLakeshore Bone & Joint Insti…$58MLnw Retirement Plan$58M403(b) Thrift Plan for Employees of Legal Aid Society of Suffolk County, Incorporated403(b) Thrift Plan for Emplo…$58MPharmaron Inc 401(k) Profit Sharing Plan and TrustPharmaron Inc 401(k) Profit …$58MUniversity Physicians of Brooklyn, Inc. Incentive Savings TrustUniversity Physicians of Bro…$58M
End-of-year total assets ($M) among Lakeshore Bone & Joint Institute Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$58M
Net Income$7M
Employer EIN351151025
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lakeshore Bone & Joint Institute, P.C.)

Sponsor-wide plan assets over time

All Lakeshore Bone & Joint Institute, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$58M 39.052475184077075% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $41.5M $57.7M ▲ +39.1%
Year Plans Participants Total Assets
2022 1 191 $41M
2023 1 211 $51M
2024 1 228 $58M

Nearby 401(k) Plans in Indiana

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

Lakeshore Bone & Joint Institute Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Lakeshore Bone & Joint Institute Retirement Plan, Total assets ($B): 0.057676194 · Participants: 228Lakeshore Bone & Joint Institute 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
Lakeshore Bone & Joint Institute Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Lakeshore Bone & Joint Institute Retirement Plan side-by-side with 3 peers →

Lakeshore Bone & Joint Institute Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Lnw Retirement Plan in WA ($58M); by covered participants it is Bell Incorporated Employees Profit Sharing Plan in GA (228 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (228 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 Lakeshore Bone & Joint Institute Retirement Plan assets move in 2024? ▼
Lakeshore Bone & Joint Institute Retirement Plan grew at a solid clip - up 13.9% during 2024, from $51M to $58M. Reported net income was $7M.
How have Lakeshore Bone & Joint Institute, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lakeshore Bone & Joint Institute, P.C.'s sponsor-wide assets grew 39.1%, from $41M to $58M.
Where does Lakeshore Bone & Joint Institute Retirement Plan rank by assets among Form 5500 filers? ▼
Lakeshore Bone & Joint Institute Retirement Plan ranks in the 86th 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 401(k) plans are similar in size to Lakeshore Bone & Joint Institute Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lnw Retirement Plan in WA ($58M, 193 participants).
Which 401(k) plans cover a similar participant headcount to Lakeshore Bone & Joint Institute Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bell Incorporated Employees Profit Sharing Plan in GA (228 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 351151025.

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.