New Albany, 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, New Albany, IN has 23 loaded benefit plan(s) reported by 18 plan sponsor(s), with $622,507,798 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 23
- Plan sponsors
- 18
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $622,507,798
- Total reported liabilities (EOY)
- $25,811,251
- Total reported net assets (EOY)
- $596,696,547
Contributions & income
- Employer contributions
- $29,671,847
- Participant contributions
- $21,526,829
- Total income / additions
- $139,956,652
Expenses & distributions
- Benefits paid / distributions
- $30,390,310
- Total expenses
- $31,477,407
- Net increase / (decrease)
- $108,479,245
Coverage
- Total reported participants
- 7,768
- Plans with financial statements
- 14
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for New Albany, 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 |
|---|---|---|---|
| Samtec, Incorporated Retirement Plan | Samtec, Inc. | $512,040,974 | 2023 |
| American Beverage Marketers 401k Retirement Plan | American Beverage Marketers | $31,256,831 | 2023 |
| Mac Construction 401(K) Plan | Mac Construction & Excavating, Inc. | $21,244,930 | 2023 |
| Urethane Of Kentuckiana, Inc. 401(K)/Profit Sharing Plan & Trust Agmt | Urethane Of Kentuckiana, Inc. | $17,989,953 | 2023 |
| W.M. Kelley Company, Inc. Employee Stock Ownership Plan | W.M. Kelley Company, Inc. | $11,795,100 | 2023 |
| Westmoreland Pharmacy Employee Stock Ownership Plan | Westmoreland Pharmacy, Inc. | $11,623,003 | 2023 |
| Padgett, Inc. Retirement Savings Plan | Padgett, Inc. | $6,992,721 | 2023 |
| W.M. Kelley Company, Inc. 401(K) Profit Sharing Plan | W.M. Kelley Company, Inc. | $4,386,617 | 2023 |
| Strategic Insurance Trust Health Plan | Strategic Insurance Trust | $2,457,972 | 2023 |
| Fox Group, Inc. 401(K) Retirement Plan | Fox Group, Inc. | $1,960,183 | 2023 |
| G-Six Corporation 401(K) Profit Sharing Plan | G-Six Corporation | $550,022 | 2023 |
| H & H Systems And Design Holding Company Employee Stock Ownership Plan | H & H Systems And Design Holding Company | $200,000 | 2023 |
| Roy Dental Lab, Inc. Self Funded Medical Reimbursement Plan | Roy Dental Lab, Inc. | $9,492 | 2023 |
| Physicians Medical Center, LLC 401(K) Plan | Physicians Medical Center, LLC | $0 | 2023 |
| Pc Building Materials, Inc. Health And Welfare Benefit Plan | Pc Building Materials, Inc. | not reported in the loaded dataset | 2023 |
| Section 125 Flexible Benefits Plan | Samtec, Inc. | not reported in the loaded dataset | 2023 |
| Fireking International, LLC Erisa Heathcare Plan | Fireking International, LLC | not reported in the loaded dataset | 2023 |
| Mac Construction & Excavating, Inc. Health And Welfare Plan | Mac Construction & Excavating, Inc. | not reported in the loaded dataset | 2023 |
| American Beverage Marketers Employee Benefit Plan | Clark Foods, Inc. | not reported in the loaded dataset | 2023 |
| Rauch, Inc. Employee Benefits Plan | Rauch, Inc. | not reported in the loaded dataset | 2023 |
| Nyx New Albany Health Benefit Plan | Nyx Incorporated - New Albany | not reported in the loaded dataset | 2023 |
| Samtec, Inc. Group Health And Welfare Plan | Samtec, Inc. | not reported in the loaded dataset | 2023 |
| J&J Pallet Corporation Health & Welfare Benefit Plan (501) | J & J Pallet | not reported in the loaded dataset | 2023 |
Largest plans in New Albany → · New Albany plans by participants → · New Albany plans with financial data → · New Albany plans with provider compensation → · $1B+ plans in New Albany →
Related Form 5500 pages
- All IN Form 5500 filings
- Samtec, Incorporated Retirement Plan (plan 001)
- Samtec, Inc. — all reported plans
- American Beverage Marketers 401k Retirement Plan (plan 001)
- American Beverage Marketers — all reported plans
- Mac Construction 401(K) Plan (plan 001)
- Mac Construction & Excavating, Inc. — all reported plans
- Urethane Of Kentuckiana, Inc. 401(K)/Profit Sharing Plan & Trust Agmt (plan 001)
- Urethane Of Kentuckiana, Inc. — all reported plans
- W.M. Kelley Company, Inc. Employee Stock Ownership Plan (plan 002)
- W.M. Kelley Company, Inc. — all reported plans
- Westmoreland Pharmacy Employee Stock Ownership Plan (plan 002)
- Westmoreland Pharmacy, Inc. — all reported plans
- Padgett, Inc. Retirement Savings Plan (plan 001)
- Padgett, Inc. — all reported plans
- W.M. Kelley Company, Inc. 401(K) Profit Sharing Plan (plan 001)
- Strategic Insurance Trust Health Plan (plan 501)
- Strategic Insurance Trust — all reported plans
- Fox Group, Inc. 401(K) Retirement Plan (plan 001)
- Fox Group, Inc. — all reported plans
- G-Six Corporation 401(K) Profit Sharing Plan (plan 001)
- G-Six Corporation — all reported plans
- H & H Systems And Design Holding Company Employee Stock Ownership Plan (plan 001)
- H & H Systems And Design Holding Company — all reported plans
- Roy Dental Lab, Inc. Self Funded Medical Reimbursement Plan (plan 501)
- Roy Dental Lab, Inc. — all reported plans
- Physicians Medical Center, LLC 401(K) Plan (plan 001)
- Physicians Medical Center, LLC — all reported plans
- Pc Building Materials, Inc. Health And Welfare Benefit Plan (plan 501)
- Pc Building Materials, Inc. — all reported plans
- Methodology
- Data sources