Plan5500

Borden, 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, Borden, IN has 7 loaded benefit plan(s) reported by 2 plan sponsor(s), with $25,244,347 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
2
Latest filing year
2023

What stands out in Borden

  • 7 loaded plans hold $25.2M in reported assets across 2 sponsors.
  • The largest, Koetter Woodworking, Inc. 401(K) Plan, holds 100% of reported Borden plan assets.
  • Plans cover 1,450 participants — about 207 per plan.
  • 14% of loaded plans report full Schedule H/I financial statements.
  • 14% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$25.2MSummed across loaded plans$25,244,347
Total reported assets$25.2M$25,244,347
Total reported participants1.4K1,450
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$25.2M total assets
Net assets$25.2MLiabilities—
Contributions & income
Employer contributions$700.2K
Participant contributions$1.3M
Total income / additions$5.6M
Expenses & distributions
Benefits paid / distributions$1.7M
Total expenses$1.7M
Net increase / (decrease)$3.9M

Data coverage

Plans with financial statements1 / 7 (14%)
Plans with provider compensation1 / 7 (14%)

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

Borden market comparison

Largest plan share of assets100%Koetter Woodworking, Inc. 401(K) Plan
Participants per plan207Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Borden

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

  1. 1
    Koetter Woodworking, Inc. 401(K) Plan$25.2M
    Koetter Woodworking, Inc. · 2023
  2. 2
    Koetter Woodworking, Inc. Medical Welfare Plannot reported in the loaded dataset
    Koetter Woodworking, Inc. · 2023
  3. 3
    Koetter Woodworking, Inc. Dental Welfare Plannot reported in the loaded dataset
    Koetter Woodworking, Inc. · 2023
  4. 4
    Koetter Woodworking, Inc. Vision Welfare Plannot reported in the loaded dataset
    Koetter Woodworking, Inc. · 2023
  5. 5
    Koetter Woodworking, Inc. Life Welfare Plannot reported in the loaded dataset
    Koetter Woodworking, Inc. · 2023
  6. 6
    Koetter Woodworking, Inc. Worksite Benefits Plannot reported in the loaded dataset
    Koetter Woodworking, Inc. · 2023
  7. 7
    Smith Creek, Inc. Health And Welfare Benefit Plannot reported in the loaded dataset
    Smith Creek, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Borden, IN?
7 plan(s) reported by 2 sponsor(s) are loaded for Borden, IN.

Related Form 5500 pages