Plan5500

New Castle, 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 Castle, IN has 6 loaded benefit plan(s) reported by 3 plan sponsor(s), with $54,874,050 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
3
Latest filing year
2023

What stands out in New Castle

  • 6 loaded plans hold $54.9M in reported assets across 3 sponsors.
  • The largest, New Castle Stainless Plate, LLC. Wage Retirement Income Plan For Members Of Uaw Local 729, holds 27% of reported New Castle plan assets.
  • Plans cover 664 participants — about 111 per plan.
  • 83% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$54.9MSummed across loaded plans$54,874,050
Total reported assets$54.9M$54,874,050
Total reported participants664
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$54.9M total assets
Net assets$54.9MLiabilities$0
Contributions & income
Employer contributions$1.1M
Participant contributions$1.6M
Total income / additions$9.7M
Expenses & distributions
Benefits paid / distributions$5.1M
Total expenses$5.2M
Net increase / (decrease)$4.5M

Data coverage

Plans with financial statements5 / 6 (83%)
Plans with provider compensation3 / 6 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for New Castle, 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 Castle market comparison

Largest plan share of assets27%New Castle Stainless Plate, LLC. Wage Retirement Income Plan For Members Of Uaw Local 729
Participants per plan111Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in New Castle

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

  1. 1
    New Castle Stainless Plate, LLC. Wage Retirement Income Plan For Members Of Uaw Local 729$14.9M
    New Castle Stainless Plate, LLC · 2023
  2. 2
    Town Financial Corporation And Other Related Companies Salary S$14.2M
    Town Financial Corporation · 2023
  3. 3
    Ncsp Salary 401k Plan$13.9M
    New Castle Stainless Plate, LLC · 2023
  4. 4
    Ncsp Bu 401k Plan$10.1M
    New Castle Stainless Plate, LLC · 2023
  5. 5
    401(K) Profit Sharing Plan For Employees Of Interlocal Community Action Program Inc.$1.7M
    Interlocal Community Action Pr · 2023
  6. 6
    New Castle Stainless, LLC Group Insurance Plannot reported in the loaded dataset
    New Castle Stainless Plate LLC · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages