Plan5500

Hartford City, 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, Hartford City, IN has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $631,946 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Hartford City

  • 2 loaded plans hold $631.9K in reported assets across 2 sponsors.
  • The largest, Stillson Enterprises Inc. Pension Transfer Trust Plan, holds 100% of reported Hartford City plan assets.
  • Plans cover 195 participants — about 98 per plan.
  • 50% 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$631.9KSummed across loaded plans$631,946
Total reported assets$631.9K$631,946
Total reported participants195
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$631.9K total assets
Net assets$631.9KLiabilities—
Contributions & income
Employer contributions$4K
Participant contributionsNot reported
Total income / additions$191K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$32
Net increase / (decrease)$191K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

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

Hartford City market comparison

Largest plan share of assets100%Stillson Enterprises Inc. Pension Transfer Trust Plan
Participants per plan98Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Hartford City

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

  1. 1
    Stillson Enterprises Inc. Pension Transfer Trust Plan$631.9K
    Stillson Enterprises, Inc. · 2023
  2. 2
    Town Financial Corporation Group Benefit Plannot reported in the loaded dataset
    Town Financial Corporation · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages