IN Form 5500 retirement and benefit plan filings
State 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, IN has 4,057 loaded benefit plan(s) reported by 2,615 plan sponsor(s), with $179,512,760,019 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 4,057
- Plan sponsors
- 2,615
- Latest filing year
- 2023
What stands out in IN
- 4,057 loaded plans hold $179.5B in reported assets across 2,615 sponsors.
- The largest, The Lilly Retirement Plan Master Trust, holds 7% of reported IN plan assets.
- Plans cover 3,292,925 participants — about 812 per plan.
- 61% of loaded plans report full Schedule H/I financial statements.
- 39% report Schedule C provider compensation.
Reported financial aggregate
Reported net position
Data coverage
Totals sum the latest loaded 2023 public Form 5500 filing per plan for 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.
Cities by loaded plan count
- Indianapolis, IN — 930 plan(s)
- Fort Wayne, IN — 274 plan(s)
- Evansville, IN — 205 plan(s)
- Carmel, IN — 164 plan(s)
- South Bend, IN — 131 plan(s)
- Elkhart, IN — 101 plan(s)
- Fishers, IN — 88 plan(s)
- Terre Haute, IN — 78 plan(s)
- Columbus, IN — 60 plan(s)
- Bloomington, IN — 54 plan(s)
- Merrillville, IN — 52 plan(s)
- Greenwood, IN — 51 plan(s)
- Lafayette, IN — 50 plan(s)
- Mishawaka, IN — 49 plan(s)
- Muncie, IN — 48 plan(s)
IN market comparison
Largest loaded IN plans
Bars show each plan's reported end-of-year assets relative to the largest.
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- 2
- 3
- 4
- 5
- 6
- 7
- 8
- 9
- 10Steel Dynamics, Inc. · Fort Wayne · 2023
- 11University Of Notre Dame Du Lac · Notre Dame · 2023
- 12Jasper Holdings, Inc. · Jasper · 2023
- 13
- 14
- 15Board Of Trustees - Indiana Laborers Pension Fund · Terre Haute · 2023
Largest IN plans → · IN plans by participants → · IN plans with financial data → · IN plans with provider compensation → · $1B+ IN plans →
Frequently asked questions
- How many Form 5500 benefit plans are loaded for IN?
- 4,057 plan(s) reported by 2,615 sponsor(s) are loaded for IN.
Related Form 5500 pages
- Indianapolis, IN Form 5500 filings
- Fort Wayne, IN Form 5500 filings
- Evansville, IN Form 5500 filings
- Carmel, IN Form 5500 filings
- South Bend, IN Form 5500 filings
- Elkhart, IN Form 5500 filings
- Fishers, IN Form 5500 filings
- Terre Haute, IN Form 5500 filings
- Columbus, IN Form 5500 filings
- Bloomington, IN Form 5500 filings
- Merrillville, IN Form 5500 filings
- Greenwood, IN Form 5500 filings
- Lafayette, IN Form 5500 filings
- Mishawaka, IN Form 5500 filings
- Muncie, IN Form 5500 filings
- The Lilly Retirement Plan Master Trust (plan 030)
- The Lilly Retirement Plan (plan 001)
- Lilly Savings Plan Master Trust Fund B (plan 015)
- The Lilly Employee 401(K) Plan (plan 002)
- Elevance Health 401(K) Plan (plan 003)
- Cummins Retirement And Savings Plan (plan 020)
- Cummins Inc. Master Retirement Savings Trust (plan 102)
- Iu Health 401(K) Savings Plan (plan 005)
- Cummins Pension Plan (plan 001)
- Steel Dynamics, Inc. Profit Sharing And Retirement Savings Plan (plan 001)
- Methodology
- Data sources