Plan5500

New Haven, 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 Haven, IN has 8 loaded benefit plan(s) reported by 5 plan sponsor(s), with $18,041,840 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
5
Latest filing year
2023

What stands out in New Haven

  • 8 loaded plans hold $18M in reported assets across 5 sponsors.
  • The largest, Continental Diamond Tool Corporation Retirement Readiness 401(K) Plan, holds 53% of reported New Haven plan assets.
  • Plans cover 752 participants — about 94 per plan.
  • 63% of loaded plans report full Schedule H/I financial statements.
  • 13% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$9.9MSummed across loaded plans$9,870,201
Total reported assets$18M$18,041,840
Total reported participants752
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$18M total assets
Net assets$9.9MLiabilities$0
Contributions & income
Employer contributions$470.9K
Participant contributions$733.6K
Total income / additions$2.5M
Expenses & distributions
Benefits paid / distributions$737.2K
Total expenses$762K
Net increase / (decrease)$1.7M

Data coverage

Plans with financial statements5 / 8 (63%)
Plans with provider compensation1 / 8 (13%)

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

Largest plan share of assets53%Continental Diamond Tool Corporation Retirement Readiness 401(K) Plan
Participants per plan94Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in New Haven

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

  1. 1
    Continental Diamond Tool Corporation Retirement Readiness 401(K) Plan$9.5M
    Continental Diamond Tool Corporation · 2023
  2. 2
    Challenge Tool & Manufacturing, Inc. 401(K) Retirement Plan$8.2M
    Challenge Tool & Manufacturing, Inc. · 2023
  3. 3
    Steel Eagle Engineering, Inc. 401k Profit Sharing Plan$189.9K
    Steel Eagle Engineering, Inc. · 2023
  4. 4
    Beverly Nursery, Inc. - Profit Sharing Plan$130.9K
    Beverly Nursery, Inc. · 2023
  5. 5
    Custom Sound Design Retirement Plan$0
    Csd Group LLC · 2023
  6. 6
    Continental Diamond Tool Corporation Health Plannot reported in the loaded dataset
    Continental Diamond Tool Corporation · 2023
  7. 7
    Continental Diamond Tool Corporation Life Insurance, Dental And Vision Plannot reported in the loaded dataset
    Continental Diamond Tool Corporation · 2023
  8. 8
    Challenge Tool & Manufacturing, Inc. Health Plannot reported in the loaded dataset
    Challenge Tool & Manufacturing, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for New Haven, IN?
8 plan(s) reported by 5 sponsor(s) are loaded for New Haven, IN.

Related Form 5500 pages