Plan5500

Romney, 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, Romney, IN has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $4,892,173 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 Romney

  • 1 loaded plans hold $4.9M in reported assets across 1 sponsors.
  • The largest, Agricultural Alumni Seed Improvement Association, Inc. 401(K) Profit Sharing Plan, holds 100% of reported Romney plan assets.
  • Plans cover 24 participants — about 24 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$4.9MSummed across loaded plans$4,892,173
Total reported assets$4.9M$4,892,173
Total reported participants24
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.9M total assets
Net assets$4.9MLiabilities$0
Contributions & income
Employer contributions$185.4K
Participant contributions$176.3K
Total income / additions$976K
Expenses & distributions
Benefits paid / distributions$27.5K
Total expenses$35.4K
Net increase / (decrease)$940.5K

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 Romney, 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

Romney market comparison

Largest plan share of assets100%Agricultural Alumni Seed Improvement Association, Inc. 401(K) Profit Sharing Plan
Participants per plan24Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Romney

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

  1. 1
    Agricultural Alumni Seed Improvement Association, Inc. 401(K) Profit Sharing Plan$4.9M
    Agricultural Alumni Seed Improvement Association, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages