Plan5500

North Vernon, 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, North Vernon, IN has 11 loaded benefit plan(s) reported by 5 plan sponsor(s), with $19,843,186 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
5
Latest filing year
2023

What stands out in North Vernon

  • 11 loaded plans hold $19.8M in reported assets across 5 sponsors.
  • The largest, Decatur Mold Retirement Plan, holds 56% of reported North Vernon plan assets.
  • Plans cover 1,436 participants — about 131 per plan.
  • 18% of loaded plans report full Schedule H/I financial statements.
  • 9% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$19.8MSummed across loaded plans$19,843,186
Total reported assets$19.8M$19,843,186
Total reported participants1.4K1,436
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$19.8M total assets
Net assets$19.8MLiabilities$0
Contributions & income
Employer contributions$409.7K
Participant contributions$1.1M
Total income / additions$4.5M
Expenses & distributions
Benefits paid / distributions$1.1M
Total expenses$1.2M
Net increase / (decrease)$3.2M

Data coverage

Plans with financial statements2 / 11 (18%)
Plans with provider compensation1 / 11 (9%)

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

North Vernon market comparison

Largest plan share of assets56%Decatur Mold Retirement Plan
Participants per plan131Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in North Vernon

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

  1. 1
    Decatur Mold Retirement Plan$11.2M
    Decatur Mold Tool & Enginnering, Inc. · 2023
  2. 2
    Dave O'Mara Contractor, Inc. Employees' Savings & Profit Sharing Plan And Trust$8.7M
    Dave O'Mara Contractor, Inc. · 2023
  3. 3
    Basic Life & Ad&Dnot reported in the loaded dataset
    Decatur Mold Tool & Engineering Inc · 2023
  4. 4
    Dave O'Mara Contractor, Inc. Vision Plannot reported in the loaded dataset
    Dave Omara Contractor, Inc. · 2023
  5. 5
    Dave O'Mara Contractor, Inc. Life & Ad&Dnot reported in the loaded dataset
    Dave Omara Contractor, Inc. · 2023
  6. 6
    Dave O'Mara Contractor, Inc. Dental Plannot reported in the loaded dataset
    Dave Omara Contractor, Inc. · 2023
  7. 7
    Koch Mechanical, Inc. Group Health Benefit Plannot reported in the loaded dataset
    Koch Mechanical, Inc. · 2023
  8. 8
    Koch Mechanical, Inc. Short Term Disability And Optional Life Plannot reported in the loaded dataset
    Koch Mechanical, Inc. · 2023
  9. 9
    Decatur Plastic Products Employee Benefit Plannot reported in the loaded dataset
    Decatur Plastic Products, Inc. · 2023
  10. 10
    Gt Industries,Inc. Employee Benefits Plannot reported in the loaded dataset
    Gt Industries, Inc. · 2023
  11. 11
    Decatur Mold Employee Benefit Plannot reported in the loaded dataset
    Decatur Mold Tool & Engineering Inc · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for North Vernon, IN?
11 plan(s) reported by 5 sponsor(s) are loaded for North Vernon, IN.

Related Form 5500 pages