Interstate Batteries, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Interstate Batteries, Inc. (EIN 46-2023063) is a plan sponsor located in Dallas, TX with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
46-2023063
Location
Dallas, TX
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Interstate Batteries, Inc.

  • 3 loaded plans hold $151.2M in reported assets.
  • The largest, Interstate Batteries 401(K) Plan, holds 84% of this company's reported plan assets.
  • Plans cover 3,023 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$151.1MSummed across loaded plans$151,064,840
Total reported assets$151.2M$151,152,921
Total reported participants3K3,023
Total reported liabilities$88.1K$88,081

Reported net position

Reported assets = net assets + liabilities (summed)$151.2M total assets
Net assets$151.1MLiabilities$88.1K
Contributions & income
Employer contributions$5.1M
Participant contributions$7.8M
Total income / additions$35.8M
Expenses & distributions
Benefits paid / distributions$25.4M
Total expenses$25.9M
Net increase / (decrease)$9.9M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Portfolio comparison

Largest plan share of assets84%Interstate Batteries 401(K) Plan
Participants per plan1,008Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Plan #002 · 1,689 participants · 2023
  2. 2
    Plan #001 · 276 participants · 2023
  3. 3
    Plan #505 · 1,058 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Interstate Batteries, Inc.. Open one for its full reported snapshot.

  1. 2023
    Interstate Batteries Employees Pension Plan276 participants · 2Sch HSch C
    View filing →
  2. 2023
    Interstate Batteries 401(K) Plan1,689 participants · 2Sch HSch C
    View filing →
  3. 2023
    Interstate Batteries, Inc. Wrap Welfare Benefit Plan1,058 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Interstate Batteries, Inc. report on Form 5500?
Interstate Batteries, Inc. (EIN 46-2023063) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Interstate Batteries, Inc.?
The Employer Identification Number (EIN) reported for Interstate Batteries, Inc. is 46-2023063.
What is the latest Form 5500 filing year for Interstate Batteries, Inc.?
The latest loaded Form 5500 filing year for Interstate Batteries, Inc. is 2023.

Related Form 5500 pages