Plan5500

Lebanon, 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, Lebanon, IN has 11 loaded benefit plan(s) reported by 6 plan sponsor(s), with $24,382,360 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
6
Latest filing year
2023

What stands out in Lebanon

  • 11 loaded plans hold $24.4M in reported assets across 6 sponsors.
  • The largest, Aurora Parts & Accessories 401(K) Plan, holds 43% of reported Lebanon plan assets.
  • Plans cover 2,079 participants — about 189 per plan.
  • 45% of loaded plans report full Schedule H/I financial statements.
  • 27% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$24.2MSummed across loaded plans$24,210,653
Total reported assets$24.4M$24,382,360
Total reported participants2.1K2,079
Total reported liabilities$171.7K$171,707

Reported net position

Reported assets = net assets + liabilities (summed)$24.4M total assets
Net assets$24.2MLiabilities$171.7K
Contributions & income
Employer contributions$915K
Participant contributions$2M
Total income / additions$6.5M
Expenses & distributions
Benefits paid / distributions$6.5M
Total expenses$6.5M
Net increase / (decrease)-$56.7K

Data coverage

Plans with financial statements5 / 11 (45%)
Plans with provider compensation3 / 11 (27%)

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

Lebanon market comparison

Largest plan share of assets43%Aurora Parts & Accessories 401(K) Plan
Participants per plan189Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Lebanon

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

  1. 1
    Aurora Parts & Accessories 401(K) Plan$10.4M
    Aurora Parts & Accessories, LLC · 2023
  2. 2
    D-A Lubricant Company Inc. Retirement Plan$9M
    D-A Lubricant Company Inc. · 2023
  3. 3
    Skjodt-Barrett Contract Packaging LLC 401(K) Plan$3.3M
    Skjodt-Barrett Contract Packaging, LLC · 2023
  4. 4
    Surplus City Liquidators Corp. Employee Stock Ownership Plan$1.7M
    Surplus City Liquidators Corp. · 2023
  5. 5
    Grilliant Foods, Inc 401(K) Plan$0
    Grilliant Foods, Inc · 2023
  6. 6
    Tts Tooltechnic Medical Plannot reported in the loaded dataset
    Tts Tooltechnic Systems North America · 2023
  7. 7
    Skjodt-Barrett Contract Packaging, LLC Welfare Benefit Plannot reported in the loaded dataset
    Skjodt-Barrett Contract Packaging, LLC · 2023
  8. 8
    D-A Lubricant Company Life And Add Plannot reported in the loaded dataset
    D-A Lubricant Company, Inc. · 2023
  9. 9
    Aurora Parts & Accessories Employee Benefit Plannot reported in the loaded dataset
    Aurora Parts & Accessories, LLC · 2023
  10. 10
    Tts Tooltechnic Dental And Vision Plannot reported in the loaded dataset
    Tts Tooltechnic Systems North America · 2023
  11. 11
    Tts Tooltechnic Life And Disability Plannot reported in the loaded dataset
    Tts Tooltechnic Systems North America · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Lebanon, IN?
11 plan(s) reported by 6 sponsor(s) are loaded for Lebanon, IN.

Related Form 5500 pages