Other · DOL Form 5500 · 2024

Aspire Indiana, Inc. Retirement Plan

Data updated 2026-07-24

$29M
Total assets: 717
Participants: 77th
Percentile by assets: $40,371
Avg per participant

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.

77th percentile by assets (of 116,472 plans)

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.

$29M
total plan assets (2024 EOY): 717
covered participants: 77th
percentile by assets (of 116,472 plans): $40,371
avg assets per participant

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 →

State

Indiana

Industry

Healthcare & Social Assistance

Aspire Indiana Employer Sponsored 403(b) Plan vs the 2024 asset distribution

By assets, Aspire Indiana Employer Sponsored 403(b) Plan outranks 77% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$27M
Net Assets (End of Year)	$29M
Net Income	$2M
Employer EIN	351341204
Plan Effective Date	1974-12-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Aspire Indiana, Inc.)

Total plan assets by year, all Aspire Indiana, Inc. plans on file

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

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

Compare Aspire Indiana Employer Sponsored 403(b)… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Aspire Indiana Employer Sponsored 403(b) Plan by total assets, not by location.

Calvert Hall College of Baltimore City 403(b) Plan (MD) $29M · 149
Lifecenter Northwest 403(b) Retirement Plan (WA) $29M · 274
Sage Hill School Defined Contribution Retirement Plan (CA) $29M · 118
USA Hockey, Inc. 403(b) Plan (CO) $29M · 140

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 116,472 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 Calvert Hall College of Baltimore City 403(b) Plan in MD ($29M, 149 participants).

Next read for Aspire Indiana Employer Sponsored 403(b)…

Scale reading

Ways to act on Aspire Indiana Employer Sponsored 403(b) Plan's numbers.

By total assets, Aspire Indiana Employer Sponsored 403(b) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Other plans in Indiana. Compare plans
Aspire Indiana, Inc.'s sponsor-wide assets have grown 13.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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.