Other · DOL Form 5500 · 2024
Park Tudor Foundation Retirement Plan
Data updated 2026-08-25
- $63M
- Total assets Below avg plan size
- 308
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $205,693
- Avg per participant Above avg balance/head
Official DOL plan name: Park Tudor Defined Contribution Retirement Plan · Sponsored by Park Tudor Foundation · Indiana · Educational Services
$63M in assets, 308 participants
Park Tudor Foundation's Park Tudor Defined Contribution Retirement Plan reported $63M in total assets and 308 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #2,766 in Educational Services (3,638 peers)
Where Park Tudor Defined Contribution Retirement Plan sits by assets
Park Tudor Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $63M for 308 participants (~$205,693/participant), up 7.4% in 2024.
- #2,766
- in Educational Services (3,638 peers)
- +7.4%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Park Tudor Defined Contribution Retirement Plan's outsized position by total assets
Park Tudor Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$63,353,403 Top 13% higher than 87% 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
Park Tudor Defined Contribution 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. Park Tudor Defined Contribution Retirement Plan sits mid-pack in the medium band (308 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Park Tudor Defined Contribution Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Park Tudor Defined Contribution Retirement Plan end-of-year assets rose from $59M in the plan year 2023 filing to $63M in the plan year 2024 filing.
- Park Tudor Defined Contribution Retirement Plan reported participants fell from 329 in the plan year 2023 filing to 308 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 350909976 · Park Tudor Foundation PY 2024 · Other
Park Tudor Defined Contribution Retirement Plan · $63M · 308 · 87th
- SCH $63M
- SCH 308
- SCH 87th
- SCH Other
- SCH near Methodist University Retirement Plan
- SCH ind #2766
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 Educational Services retirement plans → · Plans in Indiana →
Park Tudor Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $59M |
|---|---|
| Net Assets (End of Year) | $63M |
| Net Income | $4M |
| Employer EIN | 350909976 |
| Plan Effective Date | 1953-09-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Park Tudor Foundation)
Sponsor-wide plan assets over time
All Park Tudor Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $63M 17.084237907566635% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 329 | $54M |
| 2023 | 1 | 329 | $59M |
| 2024 | 1 | 308 | $63M |
Nearby Other Plans in Indiana
Peer Other plans, same state, same plan type, ranked by total assets.
- Parkview Health System, Inc. 403(b) Plan $928M · 16,191
- Beacon Retirement Savings 403(b) Plan $695M · 7,707
- Ici Multiple Employer Plan $481M · 2,722
- Community Foundation of Northwest Indiana 403(b) Retirement Plan $440M · 7,792
- Butler University Retirement Plan $373M · 3,285
Park Tudor Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Indiana, the nearest Other by assets is Methodist University Retirement Plan in NC ($63M); by covered participants it is The Pines at Davidson, Inc. 403(b) Plan in NC (308 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($63M here).
- Methodist University Retirement Plan (NC) $63M · 372
- Hiram College Retirement Plan (OH) $63M · 221
- Island Peer Review Organization, Inc. Tax Deferred Annuity Plan (NY) $63M · 313
- Covenant House Savings and Retirement Plan (NY) $63M · 1,515
Similar participant headcount
Nearest other-state filings by covered participants (308 participants); asset peers above are excluded.
- The Pines at Davidson, Inc. 403(b) Plan (NC) 308 · 0 off
- Health West, Inc. 403(b) Retirement Plan (ID) 308 · 0 off
- Gosnold, Inc. Retirement Savings Plan (MA) 308 · 0 off
- Oglethorpe University 403(b) Retirement Program (GA) 308 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.