Other · DOL Form 5500 · 2024
Orchard School Foundation Inc. Retirement Plan
Data updated 2026-08-11
- $28M
- Total assets
- 170
- Participants
- 76th
- Percentile by assets
- $162,435
- Avg per participant
Official DOL plan name: Orchard School Retirement Plan · Sponsored by Orchard School Foundation Inc. · Indiana · Educational Services
$28M in assets, 170 participants
Orchard School Foundation Inc.'s Orchard School Retirement Plan reported $28M in total assets and 170 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.
- 76th percentile by assets (of 123,622 plans)
- #2,190 in Educational Services (3,638 peers)
Coverage in Indiana
Orchard School Retirement Plan covers 170 participants in Indiana, about 31% of the average Indiana filer (state average ~541 per filing). Assets: $28M.
- $28M
- total plan assets (2024 EOY)
- 170
- covered participants
- 76th
- percentile by assets (of 123,622 plans)
- $162,435
- avg assets per participant
Where Orchard School Retirement Plan sits by total assets
Orchard School Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$27,613,955 Top 24% higher than 76% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Orchard School Retirement Plan reported participants rose from 142 in the plan year 2023 filing to 170 in the plan year 2024 filing.
- Orchard School Retirement Plan end-of-year assets rose from $26M in the plan year 2023 filing to $28M in the plan year 2024 filing.
Participants vs Indiana filers
In Indiana, the average filing covers about 541 participants across 2,302 plans. Orchard School Retirement Plan reports 170 participants - about 31% of that state average ($28M EOY assets).
Indiana filing particulars
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $2M |
| Employer EIN | 350909975 |
| Plan Effective Date | 1963-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Orchard School Foundation Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 110 | $24M |
| 2023 | 1 | 142 | $26M |
| 2024 | 1 | 170 | $28M |
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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Orchard School Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Orchard School Retirement Plan assets move in 2024? ▼
How have Orchard School Foundation Inc. plan assets changed over time? ▼
Where does Orchard School Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Orchard School Retirement Plan? ▼
Next read for Orchard School Retirement Plan
Filing takeaways
Ways to act on Orchard School Retirement Plan's numbers.
- By total assets, Orchard School Retirement 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
- Orchard School Foundation Inc.'s sponsor-wide assets have grown 16.0% since 2022 across 3 plan years on file. More Educational Services plans