Plan5500

Middlebury, 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, Middlebury, IN has 11 loaded benefit plan(s) reported by 9 plan sponsor(s), with $107,319,867 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
9
Latest filing year
2023

What stands out in Middlebury

  • 11 loaded plans hold $107.3M in reported assets across 9 sponsors.
  • The largest, Jayco, Inc. 401(K) Savings & Investment Plan & Trust Plan, holds 76% of reported Middlebury plan assets.
  • Plans cover 4,905 participants — about 446 per plan.
  • 64% 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$107.3MSummed across loaded plans$107,319,810
Total reported assets$107.3M$107,319,867
Total reported participants4.9K4,905
Total reported liabilities$57

Reported net position

Reported assets = net assets + liabilities (summed)$107.3M total assets
Net assets$107.3MLiabilities$57
Contributions & income
Employer contributions$3.3M
Participant contributions$5.9M
Total income / additions$27.6M
Expenses & distributions
Benefits paid / distributions$12.7M
Total expenses$12.8M
Net increase / (decrease)$14.8M

Data coverage

Plans with financial statements7 / 11 (64%)
Plans with provider compensation3 / 11 (27%)

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

Middlebury market comparison

Largest plan share of assets76%Jayco, Inc. 401(K) Savings & Investment Plan & Trust Plan
Participants per plan446Average across loaded plans
Plan sponsors9
Ranked by reported assets

Largest loaded plans in Middlebury

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

  1. 1
    Jayco, Inc. 401(K) Savings & Investment Plan & Trust Plan$81.5M
    Jayco, Inc. · 2023
  2. 2
    First State Bank Of Middlebury 401(K) Psp$16.2M
    First State Bank Of Middlebury · 2023
  3. 3
    L & W Engineering, Inc. 401(K) Plan$6M
    L& W Engineering, Inc. · 2023
  4. 4
    Ziggity Systems, Inc 401(K) Savings And Investment Plan And Trust$3.4M
    Ziggity Systems, Inc. · 2023
  5. 5
    Uplifting Ventures Inc. Retirement Plan$225.4K
    Uplifting Ventures Inc. · 2023
  6. 6
    Entech, Inc. Employee Welfare Plan$0
    Entech, Inc · 2023
  7. 7
    Annnnapurna Inc 401(K) Plan$0
    Annnnapurna Inc · 2023
  8. 8
    L&W Engineering, Inc. Welfare Benefit Plannot reported in the loaded dataset
    L&W Engineering, Inc. · 2023
  9. 9
    Arboc Specialty Vehicles, LLC Life Plannot reported in the loaded dataset
    Arboc Specialty Vehicles, LLC · 2023
  10. 10
    First State Bank Of Middlebury Welfare Benefit Plannot reported in the loaded dataset
    First State Bank Of Middlebury · 2023
  11. 11
    Culver Duck Welfare Benefit Plannot reported in the loaded dataset
    Culver Duck Farms, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Middlebury, IN?
11 plan(s) reported by 9 sponsor(s) are loaded for Middlebury, IN.

Related Form 5500 pages