Plan5500

Chesterton, 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, Chesterton, IN has 11 loaded benefit plan(s) reported by 8 plan sponsor(s), with $552,808,031 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
11
Plan sponsors
8
Latest filing year
2023

What stands out in Chesterton

  • 11 loaded plans hold $552.8M in reported assets across 8 sponsors.
  • The largest, Urschel Laboratories Employee Stock Ownership Plan, holds 66% of reported Chesterton plan assets.
  • Plans cover 2,150 participants — about 195 per plan.
  • 82% of loaded plans report full Schedule H/I financial statements.
  • 18% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$389.1MSummed across loaded plans$389,138,201
Total reported assets$552.8M$552,808,031
Total reported participants2.1K2,150
Total reported liabilities$163.7M$163,669,830

Reported net position

Reported assets = net assets + liabilities (summed)$552.8M total assets
Net assets$389.1MLiabilities$163.7M
Contributions & income
Employer contributions$11.2M
Participant contributions$5.5M
Total income / additions$96.9M
Expenses & distributions
Benefits paid / distributions$8.2M
Total expenses$12.9M
Net increase / (decrease)$84M

Data coverage

Plans with financial statements9 / 11 (82%)
Plans with provider compensation2 / 11 (18%)

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

Chesterton market comparison

Largest plan share of assets66%Urschel Laboratories Employee Stock Ownership Plan
Participants per plan195Average across loaded plans
Plan sponsors8
Ranked by reported assets

Largest loaded plans in Chesterton

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

  1. 1
    Urschel Laboratories Employee Stock Ownership Plan$366.5M
    Urschel Laboratories, Inc. · 2023
  2. 2
    Urschel Laboratories, Inc. 401(K) Savings Plan And Trust$129.2M
    Urschel Laboratories, Inc. · 2023
  3. 3
    Lakeshore Bone & Joint Institute Retirement Plan$50.6M
    Lakeshore Bone & Joint Institute, P.C. · 2023
  4. 4
    Interstate Power Tools & Machining Inc. Profit Sharing Plan & Trust$4.9M
    Interstate Power Tools & Machining · 2023
  5. 5
    Nirmala Murugavel, Md, LLC Profit Sharing Plan$1.2M
    Nirmala Murugavel, Md, LLC · 2023
  6. 6
    Ljv Enterprises Incorporated Profit Sharing Plan$290.1K
    Ljv Enterprises Incorporated · 2023
  7. 7
    Tjg And Associates Retirement Plan$110.2K
    Tjg And Associates, Inc. · 2023
  8. 8
    Tal Investment Group Retirement Plan$973
    Tal Investment Group, Inc. · 2023
  9. 9
    Hogan Consulting Group, Inc. Employee Stock Ownership Plan$0
    Hogan Consulting Group, Inc. · 2023
  10. 10
    Lakeshore Bone & Joint Institute Health And Welfare Plannot reported in the loaded dataset
    Lakeshore Bone & Joint Institute · 2023
  11. 11
    Urschel Laboratories, Inc. Plan Of Group Insurancenot reported in the loaded dataset
    Urschel Laboratories, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Chesterton, IN?
11 plan(s) reported by 8 sponsor(s) are loaded for Chesterton, IN.

Related Form 5500 pages