Profit Sharing · DOL Form 5500 · 2024
South Bend Medical Foundation, Inc Profit Sharing Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 154
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $111,049
- Avg per participant Below avg balance/head
Official DOL plan name: South Bend Medical Foundation, Inc 403(b) Retirement Plan · Sponsored by South Bend Medical Foundation, Inc · Indiana · Healthcare & Social Assistance
$17M in assets, 154 participants
South Bend Medical Foundation, Inc's South Bend Medical Foundation, Inc 403(b) Retirement Plan reported $17M in total assets and 154 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.
- #12,177 in Healthcare & Social Assistance (16,916 peers)
Coverage in Indiana
South Bend Medical Foundation, Inc 403(b) Retirement Plan covers 154 participants in Indiana, about 28% of the average Indiana filer (state average ~541 per filing). Assets: $17M.
- #12,177
- in Healthcare & Social Assistance (16,916 peers)
- +1.8%
- assets growth YoY
South Bend Medical Foundation, Inc 403(b) Retirement Plan's outsized position by total assets
South Bend Medical Foundation, Inc 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$17,101,557 Top 33% higher than 67% 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
South Bend Medical Foundation, Inc 403(b) 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. South Bend Medical Foundation, Inc 403(b) Retirement Plan sits mid-pack in the medium band (154 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- South Bend Medical Foundation, Inc 403(b) Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $308K in the plan year 2024 filing.
- South Bend Medical Foundation, Inc 403(b) Retirement Plan reported participants rose from 150 in the plan year 2023 filing to 154 in the plan year 2024 filing.
- South Bend Medical Foundation, Inc 403(b) Retirement Plan end-of-year assets rose from $17M in the plan year 2023 filing to $17M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 350868178 · South Bend Medical Foundation, Inc PY 2024 · Profit Sharing
South Bend Medical Foundation, Inc 403(b) Retirement Plan · $17M · 154 · 67th
- PART $17M
- PART 154
- PART 67th
- PART Profit Sharing
- PART near R.E. Sweeney Company, Inc. Stock Bonus Profit Sharing Plan and Trust
- PART ind #12177
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 →
South Bend Medical Foundation, Inc 403(b) Retirement Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $308K |
| Employer EIN | 350868178 |
| Plan Effective Date | 2010-07-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (South Bend Medical Foundation, Inc)
Sponsor-wide plan assets over time
All South Bend Medical Foundation, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 13.377980301474434% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 158 | $15M |
| 2023 | 1 | 150 | $17M |
| 2024 | 1 | 154 | $17M |
Nearby Profit Sharing Plans in Indiana
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- University of Notre Dame 403(b) Retirement Plan $2.6B · 10,920
- Indiana State Council of Plasterers & Cement Mason Pension Fund $349M · 1,910
- Cfni Retirement Plan $233M · 6,376
- Do It Best Corp. Restated Employees' Savings & Profit Sharing $219M · 2,068
- International Union of Operating Engineers Local 841 Qualified Savings Plan $161M · 4,760
South Bend Medical Foundation, Inc 403(b) Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Indiana, the nearest Profit Sharing by assets is R.E. Sweeney Company, Inc. Stock Bonus Profit Sharing Plan and Trust in TX ($17M); by covered participants it is M & F Western Products Profit Sharing Plan in TX (154 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (154 participants); asset peers above are excluded.
- M & F Western Products Profit Sharing Plan (TX) 154 · 0 off
- F.M. Howell & Company Part I Profit Sharing Plan (NY) 154 · 0 off
- Office Depot Puerto Rico, LLC Retirement Savings Plan (FL) 154 · 0 off
- Sarjnt Inc. Retirement Plan (IL) 154 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.