Dale, 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, Dale, IN has 6 loaded benefit plan(s) reported by 4 plan sponsor(s), with $53,166,247 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
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $53,166,247
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $53,166,247
Contributions & income
- Employer contributions
- $906,862
- Participant contributions
- $1,872,571
- Total income / additions
- $9,977,698
Expenses & distributions
- Benefits paid / distributions
- $4,061,808
- Total expenses
- $4,192,967
- Net increase / (decrease)
- $5,784,731
Coverage
- Total reported participants
- 1,271
- Plans with financial statements
- 4
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Dale, 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 |
|---|---|---|---|
| Spencer Industries, Inc. Employee Retirement Savings Plan | Spencer Industries, Inc. | $18,806,232 | 2023 |
| Winkler, Inc. Employees' Profit Sharing Plan | Winkler, Inc. | $17,814,483 | 2023 |
| Thermwood Corporation 401(K) Plan | Thermwood Corporation | $16,545,532 | 2023 |
| Conner Motors Inc. Discretionary Contribution Pension Plan | Conner Motors, Inc. | $0 | 2023 |
| Spencer Industries Employee Benefit Plan | Spencer Industries Incorporated | not reported in the loaded dataset | 2023 |
| Winkler, Inc. Welfare Benefit Plan | Winkler, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Dale → · Dale plans by participants → · Dale plans with financial data → · Dale plans with provider compensation → · $1B+ plans in Dale →
Related Form 5500 pages
- All IN Form 5500 filings
- Spencer Industries, Inc. Employee Retirement Savings Plan (plan 002)
- Spencer Industries, Inc. — all reported plans
- Winkler, Inc. Employees' Profit Sharing Plan (plan 002)
- Winkler, Inc. — all reported plans
- Thermwood Corporation 401(K) Plan (plan 001)
- Thermwood Corporation — all reported plans
- Conner Motors Inc. Discretionary Contribution Pension Plan (plan 001)
- Conner Motors, Inc. — all reported plans
- Spencer Industries Employee Benefit Plan (plan 504)
- Winkler, Inc. Welfare Benefit Plan (plan 501)
- Methodology
- Data sources