Plan5500

Madison, 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, Madison, IN has 13 loaded benefit plan(s) reported by 8 plan sponsor(s), with $163,900,023 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
13
Plan sponsors
8
Latest filing year
2023

What stands out in Madison

  • 13 loaded plans hold $163.9M in reported assets across 8 sponsors.
  • The largest, Arvin Sango, Inc. & Subsidiaries Savings Plan, holds 51% of reported Madison plan assets.
  • Plans cover 5,036 participants — about 387 per plan.
  • 54% of loaded plans report full Schedule H/I financial statements.
  • 31% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$163.9MSummed across loaded plans$163,900,023
Total reported assets$163.9M$163,900,023
Total reported participants5K5,036
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$163.9M total assets
Net assets$163.9MLiabilities$0
Contributions & income
Employer contributions$5.2M
Participant contributions$7M
Total income / additions$38.2M
Expenses & distributions
Benefits paid / distributions$16.2M
Total expenses$16.5M
Net increase / (decrease)$21.7M

Data coverage

Plans with financial statements7 / 13 (54%)
Plans with provider compensation4 / 13 (31%)

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

Madison market comparison

Largest plan share of assets51%Arvin Sango, Inc. & Subsidiaries Savings Plan
Participants per plan387Average across loaded plans
Plan sponsors8
Ranked by reported assets

Largest loaded plans in Madison

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

  1. 1
    Arvin Sango, Inc. & Subsidiaries Savings Plan$84.1M
    Arvin Sango, Inc. And Subsidiaries · 2023
  2. 2
    Grote Industries Savings 401(K) And Salaried Employees Retirement Plan$53.6M
    Grote Industries, Inc. · 2023
  3. 3
    Madison Precision Products, Inc. Retirement Plan$18.1M
    Madison Precision Products, Inc. · 2023
  4. 4
    Grote Industries Factory Employees' 401(K) Savings Plan$4.9M
    Grote Industries, LLC · 2023
  5. 5
    River Valley Resources, Inc. Profit Sharing Plan$3.2M
    River Valley Resources, Inc. · 2023
  6. 6
    Rsp Ventures, Inc. 401(K) Profit Sharing Plan$38.7K
    Rsp Ventures, Inc. · 2023
  7. 7
    Scf 401k$1.3K
    Second Chance Furniture Incorporated · 2023
  8. 8
    Grote Industries, Inc. Health Care Hipaa Wrap Plannot reported in the loaded dataset
    Grote Industries, Inc. · 2023
  9. 9
    Superatv Ancillary Plansnot reported in the loaded dataset
    Superatv · 2023
  10. 10
    Super Atv Dental Plannot reported in the loaded dataset
    Superatv · 2023
  11. 11
    Madison Precision Products, Inc. Employee Benefit Plannot reported in the loaded dataset
    Madison Precision Products, Inc. · 2023
  12. 12
    Superatv Medical Plannot reported in the loaded dataset
    Superatv · 2023
  13. 13
    Arvin Sango, Inc. Group Benefits Plannot reported in the loaded dataset
    Arvin Sango, Inc. & Subsidiaries · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages