Shelbyville, 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, Shelbyville, IN has 17 loaded benefit plan(s) reported by 8 plan sponsor(s), with $401,383,986 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
- 8
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $401,383,986
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $401,383,986
Contributions & income
- Employer contributions
- $17,011,796
- Participant contributions
- $18,465,552
- Total income / additions
- $88,565,618
Expenses & distributions
- Benefits paid / distributions
- $33,848,134
- Total expenses
- $35,347,353
- Net increase / (decrease)
- $53,218,265
Coverage
- Total reported participants
- 11,160
- Plans with financial statements
- 10
- Plans with provider compensation
- 9
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Shelbyville, 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 |
|---|---|---|---|
| Knauf Insulation Retirement Plan | Knauf Insulation, Inc. | $159,941,719 | 2023 |
| Ryobi Die Casting (Usa), Inc. Retirement And Savings Plan | Ryobi Die Casting (Usa), Inc. | $63,882,317 | 2023 |
| Knauf 401(K) Plan For Union Employees | Knauf Insulation, Inc. | $44,765,131 | 2023 |
| Medworks, Inc. Retirement Savings Plan | Medworks, Inc. | $37,989,921 | 2023 |
| Knauf Retirement Plan For Union Employees | Knauf Insulation Inc | $33,685,339 | 2023 |
| Shelby Gravel, Inc. Employee 401(K) Retirement Plan | Shelby Gravel, Inc. | $27,733,828 | 2023 |
| Pk U.S.A. 401k Plan | Pk U.S.A. Inc. | $19,520,219 | 2023 |
| Yushiro / Qualichem 401(K) Plan | Yushiro Manufacturing America, Inc. | $12,504,804 | 2023 |
| Everbrook Senior Living LLC 401(K) Profit Sharing Plan & Trust | Everbrook Senior Living LLC | $1,360,708 | 2023 |
| Schott And Associates Money Purchase Pension Trust | Jon S. Schott | $0 | 2023 |
| Knauf Insulation Inc. Employee Benefit Plan | Knauf Insulation Inc. | not reported in the loaded dataset | 2023 |
| Ryobi Die Casting (Usa), Inc. Welfare Benefit Plan | Ryobi Die Casting (Usa), Inc. | not reported in the loaded dataset | 2023 |
| Medworks Inc Group Benefits Plan | Medworks Inc | not reported in the loaded dataset | 2023 |
| Yushiro/Qualichem Employee Benefit Plan | Yushiro Manufacturing America, Inc. | not reported in the loaded dataset | 2023 |
| Pk U.S.A., Inc. Employee Benefit Plan | Pk U.S.A., Inc. | not reported in the loaded dataset | 2023 |
| Employees Group Travel | Knauf Insulation Inc. | not reported in the loaded dataset | 2023 |
| Shelby Materials Employee Medical Benefit Plan | Shelby Gravel, Inc. D/B/A Shelby Materials | not reported in the loaded dataset | 2023 |
Largest plans in Shelbyville → · Shelbyville plans by participants → · Shelbyville plans with financial data → · Shelbyville plans with provider compensation → · $1B+ plans in Shelbyville →
Related Form 5500 pages
- All IN Form 5500 filings
- Knauf Insulation Retirement Plan (plan 001)
- Knauf Insulation, Inc. — all reported plans
- Ryobi Die Casting (Usa), Inc. Retirement And Savings Plan (plan 001)
- Ryobi Die Casting (Usa), Inc. — all reported plans
- Knauf 401(K) Plan For Union Employees (plan 004)
- Medworks, Inc. Retirement Savings Plan (plan 001)
- Medworks, Inc. — all reported plans
- Knauf Retirement Plan For Union Employees (plan 002)
- Shelby Gravel, Inc. Employee 401(K) Retirement Plan (plan 002)
- Shelby Gravel, Inc. — all reported plans
- Pk U.S.A. 401k Plan (plan 001)
- Pk U.S.A. Inc. — all reported plans
- Yushiro / Qualichem 401(K) Plan (plan 001)
- Yushiro Manufacturing America, Inc. — all reported plans
- Everbrook Senior Living LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- Everbrook Senior Living LLC — all reported plans
- Schott And Associates Money Purchase Pension Trust (plan 001)
- Jon S. Schott — all reported plans
- Knauf Insulation Inc. Employee Benefit Plan (plan 501)
- Ryobi Die Casting (Usa), Inc. Welfare Benefit Plan (plan 506)
- Medworks Inc Group Benefits Plan (plan 502)
- Yushiro/Qualichem Employee Benefit Plan (plan 501)
- Pk U.S.A., Inc. Employee Benefit Plan (plan 510)
- Methodology
- Data sources