Austin, IN Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Austin, IN has 6 loaded benefit plan(s) reported by 2 plan sponsor(s), with $52,989,005 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 6
- Plan sponsors
- 2
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $52,989,005
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $52,989,005
Contributions & income
- Employer contributions
- $2,361,459
- Participant contributions
- $2,597,439
- Total income / additions
- $12,414,441
Expenses & distributions
- Benefits paid / distributions
- $4,750,693
- Total expenses
- $4,963,220
- Net increase / (decrease)
- $7,451,221
Coverage
- Total reported participants
- 3,196
- Plans with financial statements
- 3
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Austin, IN plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Morgan Foods, Inc. Employees Profit Sharing Plan | Morgan Foods, Inc. | $38,368,137 | 2023 |
| Morgan Foods Retiree Medical 401(K) Savings Plan | Morgan Foods, Inc. | $10,606,051 | 2023 |
| Austin Tri-Hawk Automotive, Inc. 401(K) Plan | Austin Tri-Hawk Automotive, Inc. | $4,014,817 | 2023 |
| Morgan Foods, Inc. Group Insurance Plan | Morgan Foods, Inc. | not reported in the loaded dataset | 2023 |
| Morgan Foods, Inc Life And Disability Plan | Morgan Foods, Inc. | not reported in the loaded dataset | 2023 |
| Austin Tri-Hawk Automotive, Inc. Welfare Benefit Plan | Austin Tri-Hawk Automotive, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Austin → · Austin plans by participants → · Austin plans with financial data → · Austin plans with provider compensation → · $1B+ plans in Austin →
Related Form 5500 pages
- All IN Form 5500 filings
- Morgan Foods, Inc. Employees Profit Sharing Plan (plan 003)
- Morgan Foods, Inc. — all reported plans
- Morgan Foods Retiree Medical 401(K) Savings Plan (plan 005)
- Austin Tri-Hawk Automotive, Inc. 401(K) Plan (plan 001)
- Austin Tri-Hawk Automotive, Inc. — all reported plans
- Morgan Foods, Inc. Group Insurance Plan (plan 501)
- Morgan Foods, Inc Life And Disability Plan (plan 502)
- Austin Tri-Hawk Automotive, Inc. Welfare Benefit Plan (plan 501)
- Methodology
- Data sources