Rochester, 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, Rochester, IN has 8 loaded benefit plan(s) reported by 6 plan sponsor(s), with $7,684,732 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 8
- Plan sponsors
- 6
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $7,684,732
- Total reported liabilities (EOY)
- $21,990
- Total reported net assets (EOY)
- $7,662,742
Contributions & income
- Employer contributions
- $2,383,488
- Participant contributions
- $984,635
- Total income / additions
- $4,740,725
Expenses & distributions
- Benefits paid / distributions
- $17,791,382
- Total expenses
- $18,247,992
- Net increase / (decrease)
- -$13,507,267
Coverage
- Total reported participants
- 1,197
- Plans with financial statements
- 5
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Rochester, 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 |
|---|---|---|---|
| Smith, Sawyer, And Smith 401(K) Profit Sharing Retirement Plan | The Smith Sawyer Smith Agency, LLC | $4,237,793 | 2023 |
| First Federal Savings Bank Defined Benefit Plan | First Federal Savings Bank | $1,738,485 | 2023 |
| Rochester Homes, Inc. | Rochester Homes, Inc. | $1,679,403 | 2023 |
| Chfi Retirement Plan | Chfi, Inc. | $29,051 | 2023 |
| Four County Comprehensive Mental Health Center, Inc. Employee Health Care Plan | Four County Comprehensive Mental Health Center Inc Dba 4c Health | $0 | 2023 |
| 4c Health Life And Ad&D Plan | Four County Comprehensive Mental Health Center Inc Dba 4c Health | not reported in the loaded dataset | 2023 |
| Rochester Iron And Metal Employee Benefit Plan | Rochester Iron & Metal, Inc. | not reported in the loaded dataset | 2023 |
| 4c Health Ltd Plan | Four County Comprehensive Mental Health Center Inc Dba 4c Health | not reported in the loaded dataset | 2023 |
Largest plans in Rochester → · Rochester plans by participants → · Rochester plans with financial data → · Rochester plans with provider compensation → · $1B+ plans in Rochester →
Related Form 5500 pages
- All IN Form 5500 filings
- Smith, Sawyer, And Smith 401(K) Profit Sharing Retirement Plan (plan 002)
- The Smith Sawyer Smith Agency, LLC — all reported plans
- First Federal Savings Bank Defined Benefit Plan (plan 001)
- First Federal Savings Bank — all reported plans
- Rochester Homes, Inc. (plan 001)
- Rochester Homes, Inc. — all reported plans
- Chfi Retirement Plan (plan 001)
- Chfi, Inc. — all reported plans
- Four County Comprehensive Mental Health Center, Inc. Employee Health Care Plan (plan 501)
- Four County Comprehensive Mental Health Center Inc Dba 4c Health — all reported plans
- 4c Health Life And Ad&D Plan (plan 504)
- Rochester Iron And Metal Employee Benefit Plan (plan 501)
- Rochester Iron & Metal, Inc. — all reported plans
- 4c Health Ltd Plan (plan 503)
- Methodology
- Data sources