401(k) · DOL Form 5500 · 2024
Otolaryngology Associates, LLC 401(k) Plan
Data updated 2026-08-25
- $48M
- Total assets Below avg plan size
- 206
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $232,122
- Avg per participant Above avg balance/head
Official DOL plan name: Otolaryngology Associates LLC, 401(k) Plan · Sponsored by Otolaryngology Associates, LLC · Indiana · Healthcare & Social Assistance
$48M in assets, 206 participants
Otolaryngology Associates, LLC's Otolaryngology Associates LLC, 401(k) Plan reported $48M in total assets and 206 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- #14,543 in Healthcare & Social Assistance (16,916 peers)
Coverage in Indiana
Otolaryngology Associates LLC, 401(k) Plan covers 206 participants in Indiana, about 38% of the average Indiana filer (state average ~541 per filing). Assets: $48M.
- #14,543
- in Healthcare & Social Assistance (16,916 peers)
- +13.1%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Otolaryngology Associates LLC, 401(k) Plan's outsized position by total assets
Otolaryngology Associates LLC, 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$47,817,140 Top 16% higher than 84% 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
Otolaryngology Associates LLC, 401(k) 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. Otolaryngology Associates LLC, 401(k) Plan sits mid-pack in the medium band (206 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Otolaryngology Associates LLC, 401(k) Plan reported participants rose from 152 in the plan year 2023 filing to 206 in the plan year 2024 filing.
- Otolaryngology Associates LLC, 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Otolaryngology Associates LLC, 401(k) Plan end-of-year assets rose from $42M in the plan year 2023 filing to $48M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 351966829 · Otolaryngology Associates, LLC PY 2024 · 401(k)
Otolaryngology Associates LLC, 401(k) Plan · $48M · 206 · 84th
- VS-ST $48M
- BOY 206
- SCH 84th
- EBSA 401(k)
- PART near Alexandria Industries 401(k) Plan
- TYPE ind #14543
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 →
Otolaryngology Associates LLC, 401(k) Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $48M |
| Net Income | $6M |
| Employer EIN | 351966829 |
| Plan Effective Date | 1996-01-17 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Otolaryngology Associates, LLC)
Sponsor-wide plan assets over time
All Otolaryngology Associates, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $48M 26.390029868104563% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 144 | $38M |
| 2023 | 1 | 152 | $42M |
| 2024 | 1 | 206 | $48M |
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
- Iu Health 401(k) Savings Plan $4.5B · 38,460
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385
Otolaryngology Associates LLC, 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Alexandria Industries 401(k) Plan in MN ($48M); by covered participants it is Fairwave Holdings 401(k) Savings Plan in MO (206 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($48M here).
- Alexandria Industries 401(k) Plan (MN) $48M · 414
- Newpark Drilling Fluids 401(k) (TX) $48M · 199
- Dunham Associates, Inc. 401(k) Plan (MN) $48M · 141
- Foley Family Wines 401(k) Plan (CA) $48M · 655
Similar participant headcount
Nearest other-state filings by covered participants (206 participants); asset peers above are excluded.
- Fairwave Holdings 401(k) Savings Plan (MO) 206 · 0 off
- Phoenix Motor Company 401(k) Plan (AZ) 206 · 0 off
- Cavicchio Greenhouses Retirement Savings Plan (MA) 206 · 0 off
- Nextpoint Group, LLC 401(k) Plan (VA) 206 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.