Plan5500

Avilla, 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, Avilla, IN has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $43,020,871 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Avilla

  • 3 loaded plans hold $43M in reported assets across 3 sponsors.
  • The largest, Eta Engineering, Inc. Employee Stock Ownership And 401(K) Plan, holds 86% of reported Avilla plan assets.
  • Plans cover 312 participants — about 104 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$43MSummed across loaded plans$43,020,871
Total reported assets$43M$43,020,871
Total reported participants312
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$43M total assets
Net assets$43MLiabilities$0
Contributions & income
Employer contributions$1.2M
Participant contributions$558.6K
Total income / additions$18.1M
Expenses & distributions
Benefits paid / distributions$2.3M
Total expenses$2.4M
Net increase / (decrease)$15.7M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation0 / 3 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Avilla, 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.

Computed from loaded plans

Avilla market comparison

Largest plan share of assets86%Eta Engineering, Inc. Employee Stock Ownership And 401(K) Plan
Participants per plan104Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Avilla

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Eta Engineering, Inc. Employee Stock Ownership And 401(K) Plan$36.8M
    Eta Engineering, Inc. · 2023
  2. 2
    Community Financial Corp. Employee Stock Ownership And 401(K) Plan$6.2M
    Community Financial Corp. · 2023
  3. 3
    Wirco, Inc. Group Benefits Plannot reported in the loaded dataset
    Wirco, Inc. · 2023

Largest plans in Avilla → · Avilla plans by participants → · Avilla plans with financial data → · Avilla plans with provider compensation → · $1B+ plans in Avilla →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Avilla, IN?
3 plan(s) reported by 3 sponsor(s) are loaded for Avilla, IN.

Related Form 5500 pages