Other · DOL Form 5500 · 2024

Orchard School Foundation Inc. Retirement Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
170
Participants Small participant base
76th
Percentile by assets National rank
$162,435
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#2,190
in Educational Services (3,638 peers)
+7.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Orchard School Retirement Plan's outsized position 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

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

Orchard School 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. Orchard School Retirement Plan sits mid-pack in the medium band (170 participants).

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.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 350909975 · Orchard School Foundation Inc. PY 2024 · Other

Orchard School Retirement Plan · $28M · 170 · 76th

  • TYPE $28M
  • NET 170
  • BOOK 76th
  • VS-ST Other
  • BOY near Austin College Tax-Deferred Annuity Plan
  • SCH ind #2190

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 →

Orchard School Retirement Plan in the asset neighbourhood

Liberty Science Center Defined Contribution Retirement PlanLiberty Science Center Defin…$28MRediscover Retirement Plan$28MAustin College Tax-Deferred Annuity PlanAustin College Tax-Deferred …$28M403(b) Thrift Plan of New York Road Runners Club, Inc.403(b) Thrift Plan of New Yo…$28MOrchard School Retirement PlanOrchard School Retirement Pl…$28M
End-of-year total assets ($M) among Orchard School Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$28M
Net Income$2M
Employer EIN350909975
Plan Effective Date1963-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orchard School Foundation Inc.)

Sponsor-wide plan assets over time

All Orchard School Foundation Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 16.02463588461198% vs 2022
2024 filing year
$22M$24M$26M$28M 202220232024 $23.8M $27.6M ▲ +16.0%
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.

Orchard School Retirement Plan vs. nearby Other plans in Indiana, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -20002004006008001000 Total assets ($M) Participants Orchard School Retirement Plan, Total assets ($M): 27.613955 · Participants: 170Orchard School Retirement 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
Orchard School Retirement Plan vs. nearby Other plans in Indiana, assets vs. participants
Compare Orchard School Retirement Plan side-by-side with 3 peers →

Orchard School Retirement Plan's out-of-state Other peers by assets and headcount

Outside Indiana, the nearest Other by assets is Austin College Tax-Deferred Annuity Plan in TX ($28M); by covered participants it is Windward School Defined Contribution Retirement Plan in CA (170 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (170 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 Orchard School Retirement Plan assets move in 2024? ▼
Orchard School Retirement Plan grew at a solid clip - up 7.3% during 2024, from $26M to $28M. Reported net income was $2M.
How have Orchard School Foundation Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orchard School Foundation Inc.'s sponsor-wide assets grew 16.0%, from $24M to $28M.
Where does Orchard School Retirement Plan rank by assets among Form 5500 filers? ▼
Orchard School Retirement Plan ranks in the 76th 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 Orchard School Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Austin College Tax-Deferred Annuity Plan in TX ($28M, 314 participants).
Which Other plans cover a similar participant headcount to Orchard School Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Windward School Defined Contribution Retirement Plan in CA (170 participants, $49M 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 350909975.

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.