Bedford, 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, Bedford, IN has 9 loaded benefit plan(s) reported by 7 plan sponsor(s), with $27,597,457 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
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $27,597,457
- Total reported liabilities (EOY)
- $1,717
- Total reported net assets (EOY)
- $27,595,740
Contributions & income
- Employer contributions
- $1,533,045
- Participant contributions
- $2,235,430
- Total income / additions
- $7,750,260
Expenses & distributions
- Benefits paid / distributions
- $4,092,734
- Total expenses
- $4,240,530
- Net increase / (decrease)
- $3,509,730
Coverage
- Total reported participants
- 1,586
- Plans with financial statements
- 5
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bedford, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Hoosier Hills Credit Union Retirement Plan | Hoosier Hills Credit Union | $14,787,450 | 2023 |
| Cap Group 401k | Bedford Machine And Tool, Inc. | $6,700,508 | 2023 |
| Pritchett Brothers, Inc. Profit Sharing Plan | Pritchett Brothers, Inc. | $3,407,815 | 2023 |
| Stone City Products, Inc. 401(K) Savings Plan | Stone City Products, Inc. | $1,584,552 | 2023 |
| Uts Engineering, LLC 401(K) Plan | Uts Engineering, LLC | $1,117,132 | 2023 |
| Innovative Fabricators Welfare Benefits Plan | Innovative Fabricators | not reported in the loaded dataset | 2023 |
| Hoosier Hills Credit Union Group Insurance Plan | Hoosier Hills Credit Union | not reported in the loaded dataset | 2023 |
| Cap Group Welfare Benefit Plan | Bedford Machine & Tool Inc. | not reported in the loaded dataset | 2023 |
| Turner Contracting Inc Health & Welfare Plan | Turner Contracting Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Bedford → · Bedford plans by participants → · Bedford plans with financial data → · Bedford plans with provider compensation → · $1B+ plans in Bedford →
Related Form 5500 pages
- All IN Form 5500 filings
- Hoosier Hills Credit Union Retirement Plan (plan 002)
- Hoosier Hills Credit Union — all reported plans
- Cap Group 401k (plan 001)
- Bedford Machine And Tool, Inc. — all reported plans
- Pritchett Brothers, Inc. Profit Sharing Plan (plan 001)
- Pritchett Brothers, Inc. — all reported plans
- Stone City Products, Inc. 401(K) Savings Plan (plan 001)
- Stone City Products, Inc. — all reported plans
- Uts Engineering, LLC 401(K) Plan (plan 001)
- Uts Engineering, LLC — all reported plans
- Innovative Fabricators Welfare Benefits Plan (plan 501)
- Innovative Fabricators — all reported plans
- Hoosier Hills Credit Union Group Insurance Plan (plan 505)
- Cap Group Welfare Benefit Plan (plan 501)
- Turner Contracting Inc Health & Welfare Plan (plan 501)
- Turner Contracting Inc. — all reported plans
- Methodology
- Data sources