Plan5500

Whitestown, 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, Whitestown, IN has 8 loaded benefit plan(s) reported by 7 plan sponsor(s), with $192,368,629 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
7
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$181.3MSummed across loaded plans$181,322,615
Total reported assets$192.4M$192,368,629
Total reported participants2.5K2,542
Total reported liabilities$11M$11,046,014

Reported net position

Reported assets = net assets + liabilities (summed)$192.4M total assets
Net assets$181.3MLiabilities$11M
Contributions & income
Employer contributions$6.4M
Participant contributions$7.6M
Total income / additions$37M
Expenses & distributions
Benefits paid / distributions$11.3M
Total expenses$12M
Net increase / (decrease)$25M

Data coverage

Plans with financial statements7 / 8 (88%)
Plans with provider compensation4 / 8 (50%)

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

Whitestown market comparison

Largest plan share of assets41%Weaver Employee 401(K) Plan
Participants per plan318Average across loaded plans
Plan sponsors7
Ranked by reported assets

Largest loaded plans in Whitestown

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

  1. 1
    Weaver Employee 401(K) Plan$79.1M
    Weaver Popcorn Manufacturing, LLC. · 2023
  2. 2
    Indiana Industrial Services Employee Stock Ownership Plan$36.7M
    Jb Cunningham, Inc. · 2023
  3. 3
    Polymer Technology Systems, Inc. 401(K) Profit Sharing Plan$22M
    Polymer Technology Systems, Inc. · 2023
  4. 4
    Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan$20.7M
    Valenti-Held Contractor/Developer, Inc. · 2023
  5. 5
    Tf Publishing Employee Stock Ownership Plan$18.7M
    Tfi, Inc. D/B/A Tf Publishing · 2023
  6. 6
    Delco & Ferraro Of Indiana LLC Employees' Profit Sharing Plan$13.9M
    Delco & Ferraro Of Indiana LLC · 2023
  7. 7
    Facility Concepts, Inc. 401(K) Plan$1.3M
    Facility Concepts, Inc. · 2023
  8. 8
    Polymer Technology Systems, Inc. Welfare Benefits Plannot reported in the loaded dataset
    Polymer Technology Systems, Inc · 2023

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

Related Form 5500 pages