Plan5500

Washington, 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, Washington, IN has 9 loaded benefit plan(s) reported by 6 plan sponsor(s), with $84,897,512 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
6
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$38.3MSummed across loaded plans$38,321,291
Total reported assets$84.9M$84,897,512
Total reported participants2K2,023
Total reported liabilities$46.6M$46,576,221

Reported net position

Reported assets = net assets + liabilities (summed)$84.9M total assets
Net assets$38.3MLiabilities$46.6M
Contributions & income
Employer contributions$4.2M
Participant contributions$2.6M
Total income / additions$10M
Expenses & distributions
Benefits paid / distributions$2M
Total expenses$2.2M
Net increase / (decrease)$7.8M

Data coverage

Plans with financial statements5 / 9 (56%)
Plans with provider compensation3 / 9 (33%)

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

Washington market comparison

Largest plan share of assets54%Reformed Truescripts Holdings, Inc. Employee Stock Ownership Plan
Participants per plan225Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Washington

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

  1. 1
    Reformed Truescripts Holdings, Inc. Employee Stock Ownership Plan$45.5M
    Truescripts Holdings, Inc. · 2023
  2. 2
    Williams Bros. Healthcare Pharmacy, Inc. 401(K) Plan$17.7M
    Williams Bros. Healthcare Pharmacy, Inc. · 2023
  3. 3
    Truescripts Management Services, LLC 401(K) Plan$10.7M
    Truescripts Management Services, LLC · 2023
  4. 4
    Nasco Industries, Inc. Employee Stock Ownership And 401(K) Plan$5.6M
    Nasco Industries, Inc. · 2023
  5. 5
    Midwest Natural Gas Corporation Employee Stock Ownership Plan$5.4M
    Midwest Natural Gas Corporation · 2023
  6. 6
    Williams Bros. Health Care Pharmacy Ancillary Benefit Plannot reported in the loaded dataset
    Williams Bros. Health Care Pharmacy · 2023
  7. 7
    Williams Bros. Health Care Pharmacy Group Health Plannot reported in the loaded dataset
    Williams Bros. Health Care Pharmacy · 2023
  8. 8
    True Rx Health Strategists Group Health Plannot reported in the loaded dataset
    True Rx Health Strategists · 2023
  9. 9
    Truescripts Management Services, LLC Health And Welfare Plannot reported in the loaded dataset
    Truescripts Management Services, LLC · 2023

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

Related Form 5500 pages