Other · DOL Form 5500 · 2024

Aspire Indiana, Inc. Retirement Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
717
Participants Below avg headcount
77th
Percentile by assets National rank
$40,371
Avg per participant Low balance/head
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Official DOL plan name: Aspire Indiana Employer Sponsored 403(b) Plan · Sponsored by Aspire Indiana, Inc. · Indiana · Healthcare & Social Assistance

$29M in assets, 717 participants

Aspire Indiana, Inc.'s Aspire Indiana Employer Sponsored 403(b) Plan reported $29M in total assets and 717 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #13,574 in Healthcare & Social Assistance (16,916 peers)

Where Aspire Indiana Employer Sponsored 403(b) Plan sits by assets

Aspire Indiana Employer Sponsored 403(b) Plan sits in the top quartile of all filed plans by assets, $29M for 717 participants (~$40,371/participant), up 6.0% in 2024.

#13,574
in Healthcare & Social Assistance (16,916 peers)
+6.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Aspire Indiana Employer Sponsored 403(b) Plan's outsized position by total assets

Aspire Indiana Employer Sponsored 403(b) Plan vs every filed plan by assets

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

$28,946,356 Top 23% higher than 77% 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

Aspire Indiana Employer Sponsored 403(b) 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. Aspire Indiana Employer Sponsored 403(b) Plan sits mid-pack in the medium band (717 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Aspire Indiana Employer Sponsored 403(b) Plan reported participants rose from 590 in the plan year 2023 filing to 717 in the plan year 2024 filing.
  • Aspire Indiana Employer Sponsored 403(b) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Aspire Indiana Employer Sponsored 403(b) Plan end-of-year assets rose from $27M in the plan year 2023 filing to $29M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 351341204 · Aspire Indiana, Inc. PY 2024 · Other

Aspire Indiana Employer Sponsored 403(b) Plan · $29M · 717 · 77th

  • SCH $29M
  • SCH 717
  • SCH 77th
  • SCH Other
  • SCH near South Shore Mental Health Center, Inc. Tax Sheltered Ann. Plan
  • SCH ind #13574

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 →

Aspire Indiana Employer Sponsored 403(b) Plan in the asset neighbourhood

Calvert Hall College of Baltimore City 403(b) PlanCalvert Hall College of Balt…$29MSouth Shore Mental Health Center, Inc. Tax Sheltered Ann. PlanSouth Shore Mental Health Ce…$29MAspire Indiana Employer Sponsored 403(b) PlanAspire Indiana Employer Spon…$29MThe Learning Center for the Deaf 403(b) PlanThe Learning Center for the …$29MHospice of Wake County, Inc. Retirement Savings PlanHospice of Wake County, Inc.…$29M
End-of-year total assets ($M) among Aspire Indiana Employer Sponsored 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$29M
Net Income$2M
Employer EIN351341204
Plan Effective Date1974-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aspire Indiana, Inc.)

Sponsor-wide plan assets over time

All Aspire Indiana, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 13.805830753082127% vs 2022
2024 filing year
$24M$26M$28M$30M 202220232024 $25.4M $29M ▲ +13.8%
Year Plans Participants Total Assets
2022 1 537 $25M
2023 1 590 $27M
2024 1 717 $29M

Nearby Other Plans in Indiana

Peer Other plans, same state, same plan type, ranked by total assets.

Aspire Indiana Employer Sponsored 403(b) Plan vs. nearby Other plans in Indiana, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -20002004006008001000 Total assets ($M) Participants Aspire Indiana Employer Sponsored 403(b) Plan, Total assets ($M): 28.946356 · Participants: 717Aspire Indiana Employer Sponsored 403(b) PlanParkview Health System, Inc. 403(b) Plan, Total assets ($M): 928.494369 · Participants: 16191Parkview Health System, Inc. 403(b) PlanBeacon Retirement Savings 403(b) Plan, Total assets ($M): 694.923452 · Participants: 7707Beacon Retirement Savings 403(b) PlanIci Multiple Employer Plan, Total assets ($M): 480.618778 · Participants: 2722Ici Multiple Employer PlanCommunity Foundation of Northwest Indiana 403(b) Retirement Plan, Total assets ($M): 440.279707 · Participants: 7792Community Foundation of Northwest Indiana 403(b) Retirement PlanButler University Retirement Plan, Total assets ($M): 373.421837 · Participants: 3285Butler University Retirement Plan
Aspire Indiana Employer Sponsored 403(b) Plan vs. nearby Other plans in Indiana, assets vs. participants
Compare Aspire Indiana Employer Sponsored 403(b) Plan side-by-side with 3 peers →

Aspire Indiana Employer Sponsored 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Indiana, the nearest Other by assets is South Shore Mental Health Center, Inc. Tax Sheltered Ann. Plan in MA ($29M); by covered participants it is Colorado College Retirement Benefit Plan in CO (717 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (717 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 Aspire Indiana Employer Sponsored 403(b) Plan assets move in 2024? ▼
Aspire Indiana Employer Sponsored 403(b) Plan grew at a solid clip - up 6.0% during 2024, from $27M to $29M. Reported net income was $2M.
How have Aspire Indiana, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aspire Indiana, Inc.'s sponsor-wide assets grew 13.8%, from $25M to $29M.
Where does Aspire Indiana Employer Sponsored 403(b) Plan rank by assets among Form 5500 filers? ▼
Aspire Indiana Employer Sponsored 403(b) Plan ranks in the 77th 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 Other plans are similar in size to Aspire Indiana Employer Sponsored 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is South Shore Mental Health Center, Inc. Tax Sheltered Ann. Plan in MA ($29M, 550 participants).
Which Other plans cover a similar participant headcount to Aspire Indiana Employer Sponsored 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Colorado College Retirement Benefit Plan in CO (717 participants, $382M 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 351341204.

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.