New Washington, 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 Washington, IN has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $18,171,873 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in New Washington

  • 1 loaded plans hold $18.2M in reported assets across 1 sponsors.
  • The largest, The New Washington State Bank Esop, holds 100% of reported New Washington plan assets.
  • Plans cover 110 participants — about 110 per plan.
  • 100% 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$18.2MSummed across loaded plans$18,171,873
Total reported assets$18.2M$18,171,873
Total reported participants110
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$18.2M total assets
Net assets$18.2MLiabilities
Contributions & income
Employer contributions$253.1K
Participant contributions$414.5K
Total income / additions$2.5M
Expenses & distributions
Benefits paid / distributions$755.3K
Total expenses$792.5K
Net increase / (decrease)$1.7M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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

Largest plan share of assets100%The New Washington State Bank Esop
Participants per plan110Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in New Washington

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

  1. 1
    The New Washington State Bank · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for New Washington, IN?
1 plan(s) reported by 1 sponsor(s) are loaded for New Washington, IN.

Related Form 5500 pages