Plan5500

Petersburg, 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, Petersburg, IN has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $3,586,136 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
2
Latest filing year
2023

What stands out in Petersburg

  • 4 loaded plans hold $3.6M in reported assets across 2 sponsors.
  • The largest, Four Star Employee Stock Ownership Plan, holds 100% of reported Petersburg plan assets.
  • Plans cover 370 participants — about 93 per plan.
  • 25% 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$1.7MSummed across loaded plans$1,682,373
Total reported assets$3.6M$3,586,136
Total reported participants370
Total reported liabilities$1.9M$1,903,763

Reported net position

Reported assets = net assets + liabilities (summed)$3.6M total assets
Net assets$1.7MLiabilities$1.9M
Contributions & income
Employer contributions$543.4K
Participant contributions$0
Total income / additions$151.2K
Expenses & distributions
Benefits paid / distributions$38K
Total expenses$94.8K
Net increase / (decrease)$56.4K

Data coverage

Plans with financial statements1 / 4 (25%)
Plans with provider compensation0 / 4 ()

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

Petersburg market comparison

Largest plan share of assets100%Four Star Employee Stock Ownership Plan
Participants per plan93Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Petersburg

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

  1. 1
    Four Star Employee Stock Ownership Plan$3.6M
    Four Star Fabricators, Inc. · 2023
  2. 2
    Medicalnot reported in the loaded dataset
    Responsible Energy Operations · 2023
  3. 3
    Dentalnot reported in the loaded dataset
    Responsible Energy Operations · 2023
  4. 4
    Life & Disabilitynot reported in the loaded dataset
    Responsible Energy Operations · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages