401(k) · DOL Form 5500 · 2024

Theoris, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
254
Participants Below avg headcount
62nd
Percentile by assets National rank
$53,816
Avg per participant Low balance/head
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Official DOL plan name: Theoris Group, Inc. 401(k) Profit Sharing Plan · Sponsored by Theoris, Inc. · Indiana · Professional & Technical Services

$14M in assets, 254 participants

Theoris, Inc.'s Theoris Group, Inc. 401(k) Profit Sharing Plan reported $14M in total assets and 254 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #12,391 in Professional & Technical Services (20,173 peers)

Coverage in Indiana

Theoris Group, Inc. 401(k) Profit Sharing Plan covers 254 participants in Indiana, about 47% of the average Indiana filer (state average ~541 per filing). Assets: $14M.

#12,391
in Professional & Technical Services (20,173 peers)
-0.6%
assets change YoY

The plan reported a net loss of $77K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Theoris Group, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Theoris Group, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$13,669,285 Top 38% higher than 62% 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

Theoris Group, Inc. 401(k) Profit Sharing 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. Theoris Group, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (254 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Theoris Group, Inc. 401(k) Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to -$77K in the plan year 2024 filing.
  • Theoris Group, Inc. 401(k) Profit Sharing Plan reported participants rose from 199 in the plan year 2023 filing to 254 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 351604343 · Theoris, Inc. PY 2024 · 401(k)

Theoris Group, Inc. 401(k) Profit Sharing Plan · $14M · 254 · 62nd

  • EOY $14M
  • EOY 254
  • EOY 62nd
  • EOY 401(k)
  • EOY near Provident Title Company 401(k) Profit Sharing Plan & Trust
  • EOY ind #12391

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 Professional & Technical Services retirement plans → · Plans in Indiana →

Theoris Group, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Theoris Group, Inc. 401(k) Profit Sharing PlanTheoris Group, Inc. 401(k) P…$14MProvident Title Company 401(k) Profit Sharing Plan & TrustProvident Title Company 401(…$14MResource One Credit Union 401(k) PlanResource One Credit Union 40…$14MDifz 401(k) Plan$14MGcm 401(k) Plan$14M
End-of-year total assets ($M) among Theoris Group, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$14M
Net Income-$77K
Employer EIN351604343
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Theoris, Inc.)

Sponsor-wide plan assets over time

All Theoris, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 23.558629466975265% vs 2022
2024 filing year
$10M$11M$12M$13M$14M$15M 202220232024 $11.1M $13.7M ▲ +23.6%
Year Plans Participants Total Assets
2022 1 205 $11M
2023 1 199 $14M
2024 1 254 $14M

Nearby 401(k) Plans in Indiana

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

Theoris Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Theoris Group, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.013669285 · Participants: 254Theoris Group, Inc. 401(k) Profit Sharing 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
Theoris Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Theoris Group, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Theoris Group, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Provident Title Company 401(k) Profit Sharing Plan & Trust in CA ($14M); by covered participants it is The Michael J. Fox Foundation for Parkinson's Research 401(k) Plan in NY (254 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (254 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 Theoris Group, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Theoris Group, Inc. 401(k) Profit Sharing Plan held essentially flat - down 0.6% during 2024, from $14M to $14M. Reported net income was -$77K.
How have Theoris, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Theoris, Inc.'s sponsor-wide assets grew 23.6%, from $11M to $14M.
Which 401(k) plans are similar in size to Theoris Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Provident Title Company 401(k) Profit Sharing Plan & Trust in CA ($14M, 97 participants).
Which 401(k) plans cover a similar participant headcount to Theoris Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Michael J. Fox Foundation for Parkinson's Research 401(k) Plan in NY (254 participants, $37M 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 351604343.

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.