Portage, 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, Portage, IN has 22 loaded benefit plan(s) reported by 13 plan sponsor(s), with $169,126,738 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 22
- Plan sponsors
- 13
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $169,126,738
- Total reported liabilities (EOY)
- $1,303,555
- Total reported net assets (EOY)
- $167,823,183
Contributions & income
- Employer contributions
- $15,690,156
- Participant contributions
- $6,317,257
- Total income / additions
- $45,767,730
Expenses & distributions
- Benefits paid / distributions
- $19,277,702
- Total expenses
- $19,625,708
- Net increase / (decrease)
- $26,142,022
Coverage
- Total reported participants
- 6,020
- Plans with financial statements
- 16
- Plans with provider compensation
- 9
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Portage, 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 |
|---|---|---|---|
| G.W. Berkheimer Co., Inc. 401(K) Plan | G.W. Berkheimer Co., Inc. | $48,290,209 | 2023 |
| G.W. Berkheimer Co. Inc. Employee Stock Ownership Plan | G.W. Berkheimer Co. Inc. | $35,110,244 | 2023 |
| Aquestive Therapeutics 401(K) Plan | Aquestive Therapeutics | $21,537,530 | 2023 |
| International Longshoremen'S Association Local 1969 Pension Plan | International Longshoremen'S Association Local 1969 | $17,666,568 | 2023 |
| Msi Express 401k Plan | Msi Express, Inc. | $15,130,087 | 2023 |
| North Shore Health Centers 401(K) Plan | North Shore Health Centers, Inc | $14,162,653 | 2023 |
| Boys & Girls Clubs Of Greater Northwest Indiana 401k Plan | Boys & Girls Clubs Of Greater Northwest Indiana | $4,533,297 | 2023 |
| International Longshoremen'S Association Local 1969 Health And Welfare Plan | International Longshoremen'S Association Local 1969 | $4,098,754 | 2023 |
| Fronius Usa 401(K) Plan | Fronius Usa, LLC | $3,824,382 | 2023 |
| International Longshoremen'S Association Local 1969 Retiree Health Fund Plan | International Longshoremen'S Association Local 1969 | $1,839,565 | 2023 |
| Konrady Plastics, Inc. 401(K) Plan | Konrady Plastics, Inc. | $1,326,696 | 2023 |
| International Longshoremen'S Association Local 2038 Welfare Fund | International Longshoremen'S Association Local 2038 | $765,082 | 2023 |
| International Longshoremen'S Association Local 1969 Earned Off Season Supplement Benefit Plan | International Longshoremen'S Association Local 1969 | $521,813 | 2023 |
| International Longshoremen'S Association Local 1969 Pooled Supplement Benefit Plan | International Longshoremen'S Association Local 1969 | $176,768 | 2023 |
| Authentic Impact Business Coaching, Inc. Retirement Plan | Authentic Impact Business Coaching, Inc. | $130,299 | 2023 |
| Gonzales Enterprises, Inc. 401k Profit Sharing Plan | Gonzales Enterprises, Inc. | $12,791 | 2023 |
| G.W. Berkheimer Co. Hospitalization Life & Disability Plan | G.W. Berkheimer Co. Inc. | not reported in the loaded dataset | 2023 |
| Msi Express Inc. Welfare Benefit Plan | Msi Express Inc. | not reported in the loaded dataset | 2023 |
| Restaurant Management Corp. Health And Welfare Benefit Plan | Restaurant Management Corp. | not reported in the loaded dataset | 2023 |
| Fronius Usa, LLC Health And Welfare Plan | Fronius Usa, LLC | not reported in the loaded dataset | 2023 |
| Northshore Health Centers Employee Benefit Plan | Northshore Health Centers, Inc. | not reported in the loaded dataset | 2023 |
| Chrome Deposit Employees' Medical And Dental Plan | Chrome Deposit Coporation | not reported in the loaded dataset | 2023 |
Largest plans in Portage → · Portage plans by participants → · Portage plans with financial data → · Portage plans with provider compensation → · $1B+ plans in Portage →
Related Form 5500 pages
- All IN Form 5500 filings
- G.W. Berkheimer Co., Inc. 401(K) Plan (plan 003)
- G.W. Berkheimer Co., Inc. — all reported plans
- G.W. Berkheimer Co. Inc. Employee Stock Ownership Plan (plan 002)
- Aquestive Therapeutics 401(K) Plan (plan 001)
- Aquestive Therapeutics — all reported plans
- International Longshoremen'S Association Local 1969 Pension Plan (plan 001)
- International Longshoremen'S Association Local 1969 — all reported plans
- Msi Express 401k Plan (plan 001)
- Msi Express, Inc. — all reported plans
- North Shore Health Centers 401(K) Plan (plan 001)
- North Shore Health Centers, Inc — all reported plans
- Boys & Girls Clubs Of Greater Northwest Indiana 401k Plan (plan 002)
- Boys & Girls Clubs Of Greater Northwest Indiana — all reported plans
- International Longshoremen'S Association Local 1969 Health And Welfare Plan (plan 501)
- Fronius Usa 401(K) Plan (plan 001)
- Fronius Usa, LLC — all reported plans
- International Longshoremen'S Association Local 1969 Retiree Health Fund Plan (plan 504)
- Konrady Plastics, Inc. 401(K) Plan (plan 001)
- Konrady Plastics, Inc. — all reported plans
- International Longshoremen'S Association Local 2038 Welfare Fund (plan 501)
- International Longshoremen'S Association Local 2038 — all reported plans
- International Longshoremen'S Association Local 1969 Earned Off Season Supplement Benefit Plan (plan 503)
- International Longshoremen'S Association Local 1969 Pooled Supplement Benefit Plan (plan 502)
- Authentic Impact Business Coaching, Inc. Retirement Plan (plan 001)
- Authentic Impact Business Coaching, Inc. — all reported plans
- Methodology
- Data sources