Plan5500

New Carlisle, 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, New Carlisle, IN has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $568,233 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in New Carlisle

  • 3 loaded plans hold $568.2K in reported assets across 3 sponsors.
  • The largest, The Big Holding Company 401(K) Plan, holds 100% of reported New Carlisle plan assets.
  • Plans cover 260 participants — about 87 per plan.
  • 33% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$568.2KSummed across loaded plans$568,233
Total reported assets$568.2K$568,233
Total reported participants260
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$568.2K total assets
Net assets$568.2KLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$16.5K
Total income / additions$37.6K
Expenses & distributions
Benefits paid / distributions$2.5K
Total expenses$3.3K
Net increase / (decrease)$34.2K

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation0 / 3 ()

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

New Carlisle market comparison

Largest plan share of assets100%The Big Holding Company 401(K) Plan
Participants per plan87Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in New Carlisle

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

  1. 1
    The Big Holding Company 401(K) Plan$568.2K
    The Big Holding Company · 2023
  2. 2
    Five Star Sheets, LLC Cafeteria Plannot reported in the loaded dataset
    Five Star Sheets, LLC · 2023
  3. 3
    Just Packaging, Inc. Welfare Benefit Plannot reported in the loaded dataset
    Just Packaging, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for New Carlisle, IN?
3 plan(s) reported by 3 sponsor(s) are loaded for New Carlisle, IN.

Related Form 5500 pages