Plan5500

Whiting, 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, Whiting, IN has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $24,775,215 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
4
Latest filing year
2023

What stands out in Whiting

  • 5 loaded plans hold $24.8M in reported assets across 4 sponsors.
  • The largest, Calumet College Of Saint Joseph 403(B) Dc Plan, holds 68% of reported Whiting plan assets.
  • Plans cover 737 participants — about 147 per plan.
  • 80% of loaded plans report full Schedule H/I financial statements.
  • 20% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$24.8MSummed across loaded plans$24,775,215
Total reported assets$24.8M$24,775,215
Total reported participants737
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$24.8M total assets
Net assets$24.8MLiabilities$0
Contributions & income
Employer contributions$566K
Participant contributions$245.1K
Total income / additions$4.4M
Expenses & distributions
Benefits paid / distributions$1.7M
Total expenses$1.7M
Net increase / (decrease)$2.7M

Data coverage

Plans with financial statements4 / 5 (80%)
Plans with provider compensation1 / 5 (20%)

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

Whiting market comparison

Largest plan share of assets68%Calumet College Of Saint Joseph 403(B) Dc Plan
Participants per plan147Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Whiting

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

  1. 1
    Calumet College Of Saint Joseph 403(B) Dc Plan$16.8M
    Calumet College Of Saint Joseph · 2023
  2. 2
    Polyjohn Enterprises Corporation Profit Sharing Plan$7.3M
    Polyjohn Enterprises, LLC · 2023
  3. 3
    Atis LLC 401k Profit Sharing Plan & Trust$646K
    American Trust Insurance Services LLC · 2023
  4. 4
    International Longshoremen'S Association Local 1803 Checkers Pension Plan$12.6K
    Trustees Of International Longshoremens Association Local 1803 · 2023
  5. 5
    Polyjohn Enterprises LLC Employee Benefits Plannot reported in the loaded dataset
    Polyjohn Enterprises LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Whiting, IN?
5 plan(s) reported by 4 sponsor(s) are loaded for Whiting, IN.

Related Form 5500 pages