South Bend, 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, South Bend, IN has 131 loaded benefit plan(s) reported by 74 plan sponsor(s), with $3,795,075,103 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 131
- Plan sponsors
- 74
- Total reported assets (EOY)
- $3,795,075,103
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Crowe Llp Retirement Plan | Crowe Llp | $1,203,667,496 | 2023 |
| Beacon Retirement Savings 403(B) Plan | Beacon Health System, Inc. | $602,754,736 | 2023 |
| Am General LLC Retirement Fund Master Trust | Am General LLC | $301,755,661 | 2023 |
| 1st Source Corporation Employee Stock Ownership And Profit Sharing Plan | 1st Source Corporation | $237,470,064 | 2023 |
| Press Ganey Associates LLC 401(K) Profit Sharing Plan And Trust | Press Ganey Associates LLC | $205,393,176 | 2023 |
| Am General Hourly Retirement Plan | Am General LLC | $150,749,635 | 2023 |
| Am General Salaried Retirement Plan | Am General LLC | $142,523,969 | 2023 |
| Steel Warehouse, Lock Joint Tube And Sfi Consolidated Profit Sharing Plan | Steel Warehouse Company LLC | $118,131,424 | 2023 |
| Am General Capital Accumulation And Employer Retirement Contribution Plan | Am General LLC | $113,136,510 | 2023 |
| Everwise Credit Union 401(K) Plan | Everwise Credit Union | $91,311,546 | 2023 |
| Beacon Retirement Savings 401(A) Plan | Beacon Health System, Inc. | $54,327,336 | 2023 |
| Am General Hourly Capital Accumulation Plan | Am General LLC | $40,033,439 | 2023 |
| Gibson Insurance Agency, Inc. 401(K) Plan | Gibson Insurance Agency, Inc. | $31,962,875 | 2023 |
| Sheet Metal Workers Local #20 South Bend Area Pension Fund | Trustees Of Sheet Metal Workers Local #20 South Bend Area Pension Fund | $30,978,589 | 2023 |
| X-Ray Consultants, Inc. Employees' Profit Sharing Plan And Trust | X-Ray Consultants, Inc. | $23,017,998 | 2023 |
| Gibson Insurance Agency, Inc. Employee Stock Ownership Plan | Gibson Insurance Agency, Inc. | $22,649,242 | 2023 |
| E.V.S. Ltd. Employee Stock Ownership Plan | E.V.S. Ltd. | $21,900,537 | 2023 |
| Kruggel, Lawton & Co. Employees' Benefit Plan | Kruggel, Lawton & Co., LLC | $20,643,111 | 2023 |
| Manufacturing Technology Inc Deferred Compensation Plan And Trust | Manufacturing Technology Inc. | $18,471,313 | 2023 |
| Holladay Property Services Midwest Inc. 401(K) Profit Sharing Plan | Holladay Property Services Midwest Inc. | $17,222,966 | 2023 |
| South Bend Medical Foundation, Inc 403(B) Retirement Plan | South Bend Medical Foundation, Inc | $16,793,073 | 2023 |
| Kulzer, LLC 401(K) Savings And Profit Sharing Plan | Kulzer, LLC | $16,363,095 | 2023 |
| Gates Automotive Group Ees Retirement Plan | Gates Automotive Corporation | $16,032,158 | 2023 |
| Valued Employee Retirement Savings Plan | Lac Acquisition, LLC | $15,222,214 | 2023 |
| Peoplelink, LLC 401(K) Plan | Peoplelink, LLC | $15,017,485 | 2023 |
Largest plans in South Bend → · South Bend plans with financial data → · $1B+ plans in South Bend → · Providers by reported compensation →
Related Form 5500 pages
- All IN Form 5500 filings
- Crowe Llp Retirement Plan (plan 002)
- Crowe Llp — all reported plans
- Beacon Retirement Savings 403(B) Plan (plan 003)
- Beacon Health System, Inc. — all reported plans
- Am General LLC Retirement Fund Master Trust (plan 053)
- Am General LLC — all reported plans
- 1st Source Corporation Employee Stock Ownership And Profit Sharing Plan (plan 003)
- 1st Source Corporation — all reported plans
- Press Ganey Associates LLC 401(K) Profit Sharing Plan And Trust (plan 001)
- Press Ganey Associates LLC — all reported plans
- Am General Hourly Retirement Plan (plan 005)
- Am General Salaried Retirement Plan (plan 012)
- Steel Warehouse, Lock Joint Tube And Sfi Consolidated Profit Sharing Plan (plan 001)
- Steel Warehouse Company LLC — all reported plans
- Am General Capital Accumulation And Employer Retirement Contribution Plan (plan 023)
- Everwise Credit Union 401(K) Plan (plan 002)
- Everwise Credit Union — all reported plans
- Beacon Retirement Savings 401(A) Plan (plan 004)
- Am General Hourly Capital Accumulation Plan (plan 022)
- Gibson Insurance Agency, Inc. 401(K) Plan (plan 002)
- Gibson Insurance Agency, Inc. — all reported plans
- Sheet Metal Workers Local #20 South Bend Area Pension Fund (plan 001)
- Trustees Of Sheet Metal Workers Local #20 South Bend Area Pension Fund — all reported plans
- X-Ray Consultants, Inc. Employees' Profit Sharing Plan And Trust (plan 001)
- X-Ray Consultants, Inc. — all reported plans
- Methodology
- Data sources