Plan5500

Schererville, 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, Schererville, IN has 17 loaded benefit plan(s) reported by 15 plan sponsor(s), with $67,875,802 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
17
Plan sponsors
15
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$67.9MSummed across loaded plans$67,876,756
Total reported assets$67.9M$67,875,802
Total reported participants498
Total reported liabilities$58

Reported net position

Reported assets = net assets + liabilities (summed)$67.9M total assets
Net assets$67.9MLiabilities$58
Contributions & income
Employer contributions$974.6K
Participant contributions$423.8K
Total income / additions$6.9M
Expenses & distributions
Benefits paid / distributions$5.5M
Total expenses$5.9M
Net increase / (decrease)$988K

Data coverage

Plans with financial statements16 / 17 (94%)
Plans with provider compensation2 / 17 (12%)

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

Schererville market comparison

Largest plan share of assets40%Arcelormittal Defined Benefit Plans Master Trust
Participants per plan29Average across loaded plans
Plan sponsors15
Ranked by reported assets

Largest loaded plans in Schererville

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

  1. 1
    Arcelormittal Defined Benefit Plans Master Trust$27.2M
    Arcelormittal Sales & Administration LLC · 2023
  2. 2
    Arcelormittal Sales & Administration LLC Main Pension Plan$19.4M
    Arcelormittal Sales & Administration LLC · 2023
  3. 3
    Pension Plan For Hourly And Bargaining Unit Employees Of Arcelormittal Usa Research LLC$7.8M
    Arcelormittal Sales & Administration LLC · 2023
  4. 4
    Albert'S Diamond Jewelers, Inc. 401(K) Profit Sharing Plan$7.2M
    Albert'S Diamond Jewelers, Inc. · 2023
  5. 5
    Arthur Katz, M.D., S.C. Defined Benefit Plan$2.9M
    Arthur Katz, M.D., S.C. · 2023
  6. 6
    Thomas W. Daniels & Co., P.C. 401(K) Plan$1.1M
    Thomas W. Daniels & Co., P.C. · 2023
  7. 7
    David M Radovich Profit Sharing Plan$628.6K
    David Radovich, Dds Radovich · 2023
  8. 8
    Tactical Marketing Inc. Retirement Plan$561.2K
    Tactical Marketing Inc. · 2023
  9. 9
    Ogden Welding Systems, Inc. Employee Stock Ownership Plan And Trust$558.1K
    Ogden Welding Systems, Inc. · 2023
  10. 10
    Big Bird Nerds Inc. 401(K) Plan$519.5K
    Big Bird Nerds Inc. · 2023
  11. 11
    Let Us Bake LLC 401(K) Plan$34.2K
    Let Us Bake LLC · 2023
  12. 12
    Employee Health Plan Of Krygier Management, Inc.$198
    Krygier Management, Inc. · 2023
  13. 13
    The Marvel Group 401(K) And Profit Sharing Plan$0
    The Marvel Group, Inc. · 2023
  14. 14
    Vanis Entities Retirement Plan$0
    Vanis, Inc. · 2023
  15. 15
    Wildrose Brewing Company 401(K) Plan$0
    Wildrose Brewing Company · 2023
  16. 16
    Blue Transfer, LLC Welfare Benefit Plannot reported in the loaded dataset
    Blue Transfer, LLC · 2023
  17. 17
    Employee Health Plan Of Nova Engineeringnot reported in the loaded dataset
    Nova Engineering · 2023

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

Related Form 5500 pages