Kokomo, 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, Kokomo, IN has 23 loaded benefit plan(s) reported by 17 plan sponsor(s), with $471,125,826 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 23
- Plan sponsors
- 17
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $471,125,826
- Total reported liabilities (EOY)
- $4,150,664
- Total reported net assets (EOY)
- $466,975,162
Contributions & income
- Employer contributions
- $37,272,596
- Participant contributions
- $10,394,388
- Total income / additions
- $102,847,180
Expenses & distributions
- Benefits paid / distributions
- $31,333,805
- Total expenses
- $32,501,133
- Net increase / (decrease)
- $70,346,047
Coverage
- Total reported participants
- 7,153
- Plans with financial statements
- 17
- Plans with provider compensation
- 9
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Kokomo, 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 |
|---|---|---|---|
| Haynes International, Inc. Pension Plan | Haynes International, Inc. | $230,699,205 | 2023 |
| Haynes International, Inc. Combined Profit Sharing And Savings Plan | Haynes International, Inc. | $107,806,930 | 2023 |
| International Brotherhood Of Electrical Workers Local Union 873 Retirement Plan And Trust | Bd Of Trustees - Ibew Local Union No. 873 | $80,197,281 | 2023 |
| Chariot Auto Retirement Readiness 401(K)Plan | Button Motors Inc. | $11,845,427 | 2023 |
| Syndicate Sales Inc. Team Members' 401(K) Plan | Syndicate Sales Inc. | $10,199,117 | 2023 |
| Community First Bank Of Indiana 401(K)/ Profit Sharing Plan | Community First Bank Of Indiana | $9,589,991 | 2023 |
| Employees' Pension Plan Of Coca-Cola Bottling Company, Kokomo, Indiana, Inc. | Coca-Cola Bottling Co., Kokomo, Indiana, Inc. | $7,193,254 | 2023 |
| Merrell Bros. Retirement Savings Plan | Merrell Bros., Inc. | $6,867,266 | 2023 |
| Jatinder N Kaushal Md Pc Profit Sharing Plan | Jatinder Kaushal Md Pc | $2,635,205 | 2023 |
| Berry-It Inc | Berry-It Inc | $2,624,125 | 2023 |
| Starplus Energy LLC 401(K) Savings Plan | Starplus Energy LLC | $891,834 | 2023 |
| Jrf, Inc. Profit Sharing Plan | Jrf, Inc. | $348,376 | 2023 |
| Maher Enterprises 401k | Maher Enterprises, Inc. | $154,777 | 2023 |
| Kline Brothers Corp. 401(K) Plan | Kline Brothers Corp. | $73,038 | 2023 |
| Herrington Home Services Inc. 401(K) Plan | Herrington Home Services Inc. | $0 | 2023 |
| Syndicate Sales, Inc. Group Health Plan | Syndicate Sales, Inc. | not reported in the loaded dataset | 2023 |
| Syndicate Sales, Inc. Insurance Plan | Syndicate Sales, Inc. | not reported in the loaded dataset | 2023 |
| Employee Health Plan Of Dankert Associates | Dankert Associates | not reported in the loaded dataset | 2023 |
| High Energy Pizza LLC Employee Health Plan Of High Energy Pizza LLC | High Energy Pizza LLC | not reported in the loaded dataset | 2023 |
| Chariot Management Group Employee Benefits Plan | Chariot Management Group | not reported in the loaded dataset | 2023 |
| Merrell Bros Employee Benefits Plans | Merrell Bros., Inc. | not reported in the loaded dataset | 2023 |
| Haynes International Inc. Employee Benefit Plan | Haynes International Inc. | not reported in the loaded dataset | 2023 |
| Community First Bank Of Indiana Supplemental Life Plan | Community First Bank Of Indiana | not reported in the loaded dataset | 2023 |
Largest plans in Kokomo → · Kokomo plans by participants → · Kokomo plans with financial data → · Kokomo plans with provider compensation → · $1B+ plans in Kokomo →
Related Form 5500 pages
- All IN Form 5500 filings
- Haynes International, Inc. Pension Plan (plan 004)
- Haynes International, Inc. — all reported plans
- Haynes International, Inc. Combined Profit Sharing And Savings Plan (plan 005)
- International Brotherhood Of Electrical Workers Local Union 873 Retirement Plan And Trust (plan 001)
- Bd Of Trustees - Ibew Local Union No. 873 — all reported plans
- Chariot Auto Retirement Readiness 401(K)Plan (plan 001)
- Button Motors Inc. — all reported plans
- Syndicate Sales Inc. Team Members' 401(K) Plan (plan 002)
- Syndicate Sales Inc. — all reported plans
- Community First Bank Of Indiana 401(K)/ Profit Sharing Plan (plan 001)
- Community First Bank Of Indiana — all reported plans
- Employees' Pension Plan Of Coca-Cola Bottling Company, Kokomo, Indiana, Inc. (plan 001)
- Coca-Cola Bottling Co., Kokomo, Indiana, Inc. — all reported plans
- Merrell Bros. Retirement Savings Plan (plan 001)
- Merrell Bros., Inc. — all reported plans
- Jatinder N Kaushal Md Pc Profit Sharing Plan (plan 001)
- Jatinder Kaushal Md Pc — all reported plans
- Berry-It Inc (plan 001)
- Berry-It Inc — all reported plans
- Starplus Energy LLC 401(K) Savings Plan (plan 001)
- Starplus Energy LLC — all reported plans
- Jrf, Inc. Profit Sharing Plan (plan 001)
- Jrf, Inc. — all reported plans
- Maher Enterprises 401k (plan 001)
- Maher Enterprises, Inc. — all reported plans
- Kline Brothers Corp. 401(K) Plan (plan 001)
- Kline Brothers Corp. — all reported plans
- Herrington Home Services Inc. 401(K) Plan (plan 001)
- Herrington Home Services Inc. — all reported plans
- Methodology
- Data sources