Marion, 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, Marion, IN has 21 loaded benefit plan(s) reported by 14 plan sponsor(s), with $209,123,945 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 21
- Plan sponsors
- 14
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $209,123,945
- Total reported liabilities (EOY)
- $13,062,935
- Total reported net assets (EOY)
- $196,061,010
Contributions & income
- Employer contributions
- $18,702,187
- Participant contributions
- $12,360,678
- Total income / additions
- $49,909,347
Expenses & distributions
- Benefits paid / distributions
- $32,134,315
- Total expenses
- $33,810,026
- Net increase / (decrease)
- $16,099,321
Coverage
- Total reported participants
- 9,496
- Plans with financial statements
- 11
- Plans with provider compensation
- 10
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Marion, 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 |
|---|---|---|---|
| Mgh 403(B) Retirement Plan | Marion General Hospital, Inc. | $66,513,427 | 2023 |
| Marion General Hospital Employees' Retirement Plan | Marion General Hospital, Inc. | $57,296,916 | 2023 |
| Peerless Machine And Tool Corporation Employee Stock Ownership Plan | Peerless Machine & Tool Corporation | $29,797,015 | 2023 |
| Tlc Management, Inc. 401(K) Plan | Tender Loving Care Management | $25,363,363 | 2023 |
| Hartson-Kennedy Cabinet Top Co., Inc. Employees' Savings & Incentive Plan | Hartson-Kennedy Cabinet Top Co.,In | $9,396,526 | 2023 |
| Slingshot 401(K) Plan | Slingshot, Lp | $5,121,731 | 2023 |
| Carey Services, Inc. Employees Retirement Plan | Carey Services, Inc. | $5,015,173 | 2023 |
| Wesleyan Health Care Center Employee Health Plan | Wesleyan Health Care Center Tlc Management Inc | $4,046,538 | 2023 |
| Gbmh Retirement Plan | Grant-Blackford Mental Health, Inc. | $3,303,885 | 2023 |
| Wiley Metal Fabricating, Inc. 401(K) Plan | Wiley Metal Fabricating, Inc. | $3,269,371 | 2023 |
| World Gospel Mission Retirement Plan And Trust | World Gospel Mission | $0 | 2023 |
| Summers Of Kokomo, Inc. Health And Welfare Plan | Summers Of Kokomo, Inc. | not reported in the loaded dataset | 2023 |
| Marion General Hospital Employee Benefit Plan | Marion General Hospital, Inc. | not reported in the loaded dataset | 2023 |
| Via Credit Union Group Life And Disability Plan | Via Credit Union | not reported in the loaded dataset | 2023 |
| Carey Services, Inc. Employee Benefits Plan | Carey Services, Inc. | not reported in the loaded dataset | 2023 |
| Hartson-Kennedy Cabinet Top Co Inc Employee Benefit Plan | Hartson-Kennedy Cabinet Top Co Inc | not reported in the loaded dataset | 2023 |
| Hartson-Kennedy Cabinet Top Co Inc Employee Benefit Plan | Hartson-Kennedy Cabinet Top Co Inc | not reported in the loaded dataset | 2023 |
| The Collins Group Health Plan | The Collins Group | not reported in the loaded dataset | 2023 |
| Grant-Blackford Mental Health Employee Health And Welfare Benefits Plan | Grant-Blackford Mental Health, Inc. | not reported in the loaded dataset | 2023 |
| Slingshot Lp Health And Welfare Plan | Slingshot Lp | not reported in the loaded dataset | 2023 |
| Central Indiana Ethanol, LLC Health And Welfare Plan | Central Indiana Ethanol, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Marion → · Marion plans by participants → · Marion plans with financial data → · Marion plans with provider compensation → · $1B+ plans in Marion →
Related Form 5500 pages
- All IN Form 5500 filings
- Mgh 403(B) Retirement Plan (plan 002)
- Marion General Hospital, Inc. — all reported plans
- Marion General Hospital Employees' Retirement Plan (plan 001)
- Peerless Machine And Tool Corporation Employee Stock Ownership Plan (plan 003)
- Peerless Machine & Tool Corporation — all reported plans
- Tlc Management, Inc. 401(K) Plan (plan 001)
- Tender Loving Care Management — all reported plans
- Hartson-Kennedy Cabinet Top Co., Inc. Employees' Savings & Incentive Plan (plan 003)
- Hartson-Kennedy Cabinet Top Co.,In — all reported plans
- Slingshot 401(K) Plan (plan 001)
- Slingshot, Lp — all reported plans
- Carey Services, Inc. Employees Retirement Plan (plan 002)
- Carey Services, Inc. — all reported plans
- Wesleyan Health Care Center Employee Health Plan (plan 501)
- Wesleyan Health Care Center Tlc Management Inc — all reported plans
- Gbmh Retirement Plan (plan 001)
- Grant-Blackford Mental Health, Inc. — all reported plans
- Wiley Metal Fabricating, Inc. 401(K) Plan (plan 001)
- Wiley Metal Fabricating, Inc. — all reported plans
- World Gospel Mission Retirement Plan And Trust (plan 001)
- World Gospel Mission — all reported plans
- Summers Of Kokomo, Inc. Health And Welfare Plan (plan 501)
- Summers Of Kokomo, Inc. — all reported plans
- Marion General Hospital Employee Benefit Plan (plan 501)
- Via Credit Union Group Life And Disability Plan (plan 502)
- Via Credit Union — all reported plans
- Carey Services, Inc. Employee Benefits Plan (plan 502)
- Methodology
- Data sources