Valparaiso, 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, Valparaiso, IN has 39 loaded benefit plan(s) reported by 25 plan sponsor(s), with $435,385,000 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 39
- Plan sponsors
- 25
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $435,385,000
- Total reported liabilities (EOY)
- $8,851,182
- Total reported net assets (EOY)
- $426,533,818
Contributions & income
- Employer contributions
- $9,742,316
- Participant contributions
- $12,101,081
- Total income / additions
- $79,696,543
Expenses & distributions
- Benefits paid / distributions
- $31,758,295
- Total expenses
- $32,946,818
- Net increase / (decrease)
- $46,749,725
Coverage
- Total reported participants
- 10,641
- Plans with financial statements
- 28
- Plans with provider compensation
- 13
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Valparaiso, 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 |
|---|---|---|---|
| Valparaiso University Retirement Plan | The Lutheran University Association, Inc | $224,652,628 | 2023 |
| Indiana Beverage, Inc. 401(K) Profit Sharing Plan | Indiana Beverage, Inc. | $37,554,259 | 2023 |
| Task Force Tips, LLC 401(K) & Profit Sharing Plan | Task Force Tips, LLC | $31,685,256 | 2023 |
| Von Tobel Corporation Employee Stock Ownership Plan | Von Tobel Corporation | $30,707,328 | 2023 |
| Porter-Starke Services, Inc. 401(K) Profit Sharing Plan | Porter-Starke Services, Inc. | $18,403,520 | 2023 |
| Healthlinc, Inc. 403(B) Plan | Healthlinc, Inc. | $14,619,693 | 2023 |
| Blachly, Tabor, Bozik & Hartman 401(K) Salary Reduction Plan & Trust | Blachly Tabor Bozik & Hartman, LLC | $12,018,451 | 2023 |
| Von Tobel Lumber Retirement Savings Plan | Von Tobel Corporation | $10,146,360 | 2023 |
| Smith Ready Mix 401(K) Plan | Smith Ready Mix, Inc. | $8,886,873 | 2023 |
| Mpi Engineered Technologies, LLC 401(K) Profit Sharing Plan & Trust | Mpi Engineered Technologies, LLC | $7,860,325 | 2023 |
| 403(B) Thrift Plan For Employees Of Visiting Nurse Association Of Porter County, Indiana, Inc. | Visiting Nurse Association Of | $7,126,339 | 2023 |
| Family Express Corporation 401(K) Profit Sharing Plan | Family Express Corporation | $6,295,446 | 2023 |
| Hoeppner Wagner And Evans Llp Savings And Investment Plan | Hoeppner Wagner And Evans Llp | $5,959,049 | 2023 |
| Opportunity Enterprises, Inc. Profit Sharing Plan | Opportunity Enterprises, Inc. | $5,139,262 | 2023 |
| James L. Stan Attorney-Cpa Profit Sharing Plan And Trust | James L. Stan Attorney-Cpa | $4,377,381 | 2023 |
| James L. Stan Attorney-Cpa Money Purchase Plan And Trust | James L. Stan Attorney-Cpa | $3,193,137 | 2023 |
| Dunes Hospice 401k Plan | Dunes Hospice LLC | $1,460,386 | 2023 |
| Burke'S & Brown, Inc. 401(K) Plan | Burke'S & Brown, Inc. | $1,249,212 | 2023 |
| Smith Ready Mix Union Plan | Smith Ready Mix, Inc. | $1,190,157 | 2023 |
| Mpi Engineered Technologies LLC Usw Indiana 401(K) Profit Sharing Plan & Trust | Mpi Engineered Technologies LLC | $1,181,452 | 2023 |
| K. Symons Agency Retirement Plan | K. Symons Agency, Inc. | $779,793 | 2023 |
| Tmc Premier Services, Inc. Profit Sharing Plan | Tmc Premier Services, Inc. | $629,094 | 2023 |
| Rmichael Enterprises, Inc. 401(K) Plan | Rmichael Enterprises, Inc. | $133,669 | 2023 |
| Heritage Restaurant Group 401(K) Plan | Heritage Restaurant Management Group LLC | $79,841 | 2023 |
| Robertson Plumbing Services, Inc. 401(K) Profit Sharing Plan | Robertson Plumbing Services, Inc. | $56,089 | 2023 |
Largest plans in Valparaiso → · Valparaiso plans by participants → · Valparaiso plans with financial data → · Valparaiso plans with provider compensation → · $1B+ plans in Valparaiso →
Related Form 5500 pages
- All IN Form 5500 filings
- Valparaiso University Retirement Plan (plan 001)
- The Lutheran University Association, Inc — all reported plans
- Indiana Beverage, Inc. 401(K) Profit Sharing Plan (plan 001)
- Indiana Beverage, Inc. — all reported plans
- Task Force Tips, LLC 401(K) & Profit Sharing Plan (plan 001)
- Task Force Tips, LLC — all reported plans
- Von Tobel Corporation Employee Stock Ownership Plan (plan 002)
- Von Tobel Corporation — all reported plans
- Porter-Starke Services, Inc. 401(K) Profit Sharing Plan (plan 001)
- Porter-Starke Services, Inc. — all reported plans
- Healthlinc, Inc. 403(B) Plan (plan 002)
- Healthlinc, Inc. — all reported plans
- Blachly, Tabor, Bozik & Hartman 401(K) Salary Reduction Plan & Trust (plan 001)
- Blachly Tabor Bozik & Hartman, LLC — all reported plans
- Von Tobel Lumber Retirement Savings Plan (plan 001)
- Smith Ready Mix 401(K) Plan (plan 002)
- Smith Ready Mix, Inc. — all reported plans
- Mpi Engineered Technologies, LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- Mpi Engineered Technologies, LLC — all reported plans
- 403(B) Thrift Plan For Employees Of Visiting Nurse Association Of Porter County, Indiana, Inc. (plan 003)
- Visiting Nurse Association Of — all reported plans
- Family Express Corporation 401(K) Profit Sharing Plan (plan 001)
- Family Express Corporation — all reported plans
- Hoeppner Wagner And Evans Llp Savings And Investment Plan (plan 001)
- Hoeppner Wagner And Evans Llp — all reported plans
- Opportunity Enterprises, Inc. Profit Sharing Plan (plan 001)
- Opportunity Enterprises, Inc. — all reported plans
- James L. Stan Attorney-Cpa Profit Sharing Plan And Trust (plan 002)
- James L. Stan Attorney-Cpa — all reported plans
- Methodology
- Data sources