Richmond, 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, Richmond, IN has 19 loaded benefit plan(s) reported by 15 plan sponsor(s), with $319,951,357 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 19
- Plan sponsors
- 15
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $319,951,357
- Total reported liabilities (EOY)
- $28,001,451
- Total reported net assets (EOY)
- $291,949,906
Contributions & income
- Employer contributions
- $11,632,781
- Participant contributions
- $18,336,804
- Total income / additions
- $76,025,484
Expenses & distributions
- Benefits paid / distributions
- $33,151,119
- Total expenses
- $35,638,861
- Net increase / (decrease)
- $40,386,623
Coverage
- Total reported participants
- 11,289
- Plans with financial statements
- 13
- Plans with provider compensation
- 7
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Richmond, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Reid Hospital & Health Care Services 403(B) Defined Contribution Plan | Reid Hospital & Health Care Services, Inc. | $185,528,254 | 2023 |
| Jason Employee Savings & Profit Sharing Plan | Osborn LLC | $62,053,470 | 2023 |
| Ahaus Tool & Engineering, Inc. 401(K) Plan | Ahaus Tool & Engineering, Inc. | $13,040,472 | 2023 |
| Richmond Mutual Bancorporation, Inc. Employee Stock Ownership Plan | Richmond Mutual Bancorporation, Inc. | $12,568,492 | 2023 |
| Reid Outpatient Surgery And Endoscopy 401(K) Plan | Reid Outpatient Surgery And Endoscopy, LLC | $11,756,779 | 2023 |
| Recycling/Franklin 401k Employee Retirement Plan | Recycling Center Inc | $10,663,297 | 2023 |
| Holland Colours Americas Inc. 401(K) Plan | Holland Colours Americas Inc. | $8,949,925 | 2023 |
| Richmond Baking Company Retirement Readiness 401(K) Plan | Richmond Baking Company | $7,835,820 | 2023 |
| Vandor Corporation Employee Benefit Retirement Plan | Vandor Corporation | $5,041,918 | 2023 |
| Cgp Retirement Plan & Trust | Cgp, LLC | $1,109,812 | 2023 |
| Saversystems Employee Stock Ownership Plan | Meredith'S Inc. | $599,952 | 2023 |
| Eastern Indiana Home Care Inc. Retirement Plan | Eastern Indiana Home Care Inc. | $465,000 | 2023 |
| Osborn Retirement Plan | Osborn LLC | $338,166 | 2023 |
| Osborn Health And Welfare Plan | Osborn LLC | not reported in the loaded dataset | 2023 |
| Earlham College Welfare Benefit Plan | Earlham College | not reported in the loaded dataset | 2023 |
| Vandor Corporation Welfare Benefit Plan | Vandor Corporation | not reported in the loaded dataset | 2023 |
| Richmond Baking Company Employee Benefit Plan | Richmond Baking Company | not reported in the loaded dataset | 2023 |
| Mervis Motos Employee Benefit Plan | Mervis Motos, Inc. | not reported in the loaded dataset | 2023 |
| Reid Hospital & Health Care Services Employee Health Benefits Plan | Reid Health | not reported in the loaded dataset | 2023 |
Largest plans in Richmond → · Richmond plans by participants → · Richmond plans with financial data → · Richmond plans with provider compensation → · $1B+ plans in Richmond →
Related Form 5500 pages
- All IN Form 5500 filings
- Reid Hospital & Health Care Services 403(B) Defined Contribution Plan (plan 003)
- Reid Hospital & Health Care Services, Inc. — all reported plans
- Jason Employee Savings & Profit Sharing Plan (plan 001)
- Osborn LLC — all reported plans
- Ahaus Tool & Engineering, Inc. 401(K) Plan (plan 002)
- Ahaus Tool & Engineering, Inc. — all reported plans
- Richmond Mutual Bancorporation, Inc. Employee Stock Ownership Plan (plan 003)
- Richmond Mutual Bancorporation, Inc. — all reported plans
- Reid Outpatient Surgery And Endoscopy 401(K) Plan (plan 001)
- Reid Outpatient Surgery And Endoscopy, LLC — all reported plans
- Recycling/Franklin 401k Employee Retirement Plan (plan 001)
- Recycling Center Inc — all reported plans
- Holland Colours Americas Inc. 401(K) Plan (plan 001)
- Holland Colours Americas Inc. — all reported plans
- Richmond Baking Company Retirement Readiness 401(K) Plan (plan 001)
- Richmond Baking Company — all reported plans
- Vandor Corporation Employee Benefit Retirement Plan (plan 001)
- Vandor Corporation — all reported plans
- Cgp Retirement Plan & Trust (plan 001)
- Cgp, LLC — all reported plans
- Saversystems Employee Stock Ownership Plan (plan 003)
- Meredith'S Inc. — all reported plans
- Eastern Indiana Home Care Inc. Retirement Plan (plan 001)
- Eastern Indiana Home Care Inc. — all reported plans
- Osborn Retirement Plan (plan 010)
- Osborn Health And Welfare Plan (plan 501)
- Earlham College Welfare Benefit Plan (plan 511)
- Earlham College — all reported plans
- Methodology
- Data sources