Plan5500

Bluffton, 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, Bluffton, IN has 7 loaded benefit plan(s) reported by 5 plan sponsor(s), with $17,756,141 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
5
Latest filing year
2023

What stands out in Bluffton

  • 7 loaded plans hold $17.8M in reported assets across 5 sponsors.
  • The largest, National Oil And Gas, Inc. Employees' Savings Plan, holds 72% of reported Bluffton plan assets.
  • Plans cover 1,373 participants — about 196 per plan.
  • 86% of loaded plans report full Schedule H/I financial statements.
  • 86% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$17.8MSummed across loaded plans$17,756,141
Total reported assets$17.8M$17,756,141
Total reported participants1.4K1,373
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$17.8M total assets
Net assets$17.8MLiabilities$0
Contributions & income
Employer contributions$2M
Participant contributions$1.6M
Total income / additions$6.8M
Expenses & distributions
Benefits paid / distributions$4.7M
Total expenses$4.8M
Net increase / (decrease)$2M

Data coverage

Plans with financial statements6 / 7 (86%)
Plans with provider compensation6 / 7 (86%)

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

Bluffton market comparison

Largest plan share of assets72%National Oil And Gas, Inc. Employees' Savings Plan
Participants per plan196Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Bluffton

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

  1. 1
    National Oil And Gas, Inc. Employees' Savings Plan$12.8M
    National Oil And Gas, Inc. · 2023
  2. 2
    Weg Electric Corp. Retirement Readiness 401(K) Plan$4.7M
    Weg Electric Corp. · 2023
  3. 3
    Hiday Motors, Inc. Self Funded Medical Reimbursement Plan$252.4K
    Hiday Motors, Inc. · 2023
  4. 4
    Pretzels, Inc. 401(K) & Profit Sharing Plan$0
    Pretzels, Inc · 2023
  5. 5
    Pretzels, Inc. 401(K)$0
    Pretzels, Inc · 2023
  6. 6
    Ttg Equipment LLC 401(K) Plan$0
    Ttg Equipment LLC · 2023
  7. 7
    National Oil And Gas, Inc. Employee Benefit Plannot reported in the loaded dataset
    National Oil And Gas, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Bluffton, IN?
7 plan(s) reported by 5 sponsor(s) are loaded for Bluffton, IN.

Related Form 5500 pages