Plan5500

Paoli, 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, Paoli, IN has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $27,165,133 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
2
Latest filing year
2023

What stands out in Paoli

  • 3 loaded plans hold $27.2M in reported assets across 2 sponsors.
  • The largest, Electricom 401(K) Savings Plan, holds 87% of reported Paoli plan assets.
  • Plans cover 1,369 participants — about 456 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$27.2MSummed across loaded plans$27,165,133
Total reported assets$27.2M$27,165,133
Total reported participants1.4K1,369
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$27.2M total assets
Net assets$27.2MLiabilities$0
Contributions & income
Employer contributions$1.6M
Participant contributions$3.1M
Total income / additions$8.9M
Expenses & distributions
Benefits paid / distributions$5.4M
Total expenses$5.4M
Net increase / (decrease)$3.4M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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

Paoli market comparison

Largest plan share of assets87%Electricom 401(K) Savings Plan
Participants per plan456Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Paoli

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

  1. 1
    Electricom 401(K) Savings Plan$23.7M
    Electricom LLC · 2023
  2. 2
    Indiana Natural Gas 401(K) Plan$3.4M
    Indiana Natural Gas Corporation · 2023
  3. 3
    Electricom, LLC Flex Plannot reported in the loaded dataset
    Electricom, LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Paoli, IN?
3 plan(s) reported by 2 sponsor(s) are loaded for Paoli, IN.

Related Form 5500 pages