Warsaw, 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, Warsaw, IN has 43 loaded benefit plan(s) reported by 19 plan sponsor(s), with $3,951,679,706 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 43
- Plan sponsors
- 19
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $3,951,679,706
- Total reported liabilities (EOY)
- $6,158,310
- Total reported net assets (EOY)
- $3,938,233,448
Contributions & income
- Employer contributions
- $51,010,054
- Participant contributions
- $79,818,767
- Total income / additions
- $742,251,255
Expenses & distributions
- Benefits paid / distributions
- $171,694,682
- Total expenses
- $174,865,317
- Net increase / (decrease)
- $567,385,938
Coverage
- Total reported participants
- 47,136
- Plans with financial statements
- 24
- Plans with provider compensation
- 22
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Warsaw, 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 |
|---|---|---|---|
| Zimmer Biomet Holdings, Inc. Savings And Investment 401(K) Program | Zimmer Biomet Holdings, Inc. | $1,337,182,554 | 2023 |
| Zimmer Biomet Holdings, Inc. Savings And Investment 401(K) Program Master Trust | Zimmer Biomet Holdings, Inc. | $1,317,471,030 | 2023 |
| Zimmer Biomet Holdings, Inc. Master Retirement Trust | Zimmer Biomet Holdings, Inc. | $434,194,734 | 2023 |
| Zimmer Biomet Holdings, Inc. Retirement Income Plan | Zimmer Biomet Holdings, Inc. | $378,057,497 | 2023 |
| Lakeland Financial Corporation 401(K) Plan | Lakeland Financial Corporation | $119,121,613 | 2023 |
| Miller'S Health Systems, Inc. Profit Sharing Plan | Miller'S Health Systems, Inc | $54,287,373 | 2023 |
| Miller'S Health Systems, Inc. Employee Stock Ownership Plan | Miller'S Health Systems, Inc. | $48,108,451 | 2023 |
| Zimmer Surgical, Inc. Union Employees' Pension Plan | Zimmer Surgical, Inc. | $34,291,799 | 2023 |
| Dalton Corporation, Warsaw Manufacturing Facility Pension Plan | Dalton Corporation, Warsaw Manufacturing Facility | $33,545,395 | 2023 |
| Zimmer Biomet Puerto Rico Savings And Investment 401(K) Program | Zimmer Biomet Holdings, Inc. | $25,201,145 | 2023 |
| Otis R. Bowen Center 403(B) Plan | Otis R. Bowen Center For Human Services, Inc. | $22,017,569 | 2023 |
| Zimmer Biomet Holdings, Inc. Puerto Rico Retirement Income Plan | Zimmer Biomet Holdings, Inc. | $21,331,350 | 2023 |
| The Flexaust/Flexadux 401(K) Profit Sharing Plan | The Flexaust Company, Inc. | $19,323,233 | 2023 |
| Grossnickle Eye Center 401(K) Retirement Plan | Grossnickle Eye Center | $18,555,277 | 2023 |
| Forte Residential, Inc. Employee Stock Ownership Plan | Forte Residential, Inc. | $17,837,174 | 2023 |
| Orthopediatrics, Corp. 401(K) Retirement Plan | Orthopediatrics, Corp. | $15,934,192 | 2023 |
| Wildman Business Group, LLC 401(K) Retirement Plan | Wildman Business Group, LLC | $12,885,093 | 2023 |
| Network Partners Group 401(K) Plan | Network Packaging Group, LLC | $12,320,169 | 2023 |
| Cedar Holdings Inc. 401(K) Plan | Cedar Holdings Inc. | $7,786,647 | 2023 |
| 401(K) Profit Sharing Plan For Employees Of Cardinal Services, Inc. Of Indiana | Cardinal Services, Inc. Of Ind | $7,528,261 | 2023 |
| Dalton Corporation Hourly 401(K) Retirement Savings Plan | Dalton Corporation | $5,253,971 | 2023 |
| Precision Medical Technologies 401(K) Plan | Precision Medical Technologies, Inc | $4,679,372 | 2023 |
| Seymour-Midwest Retirement Plan | Seymour Midwest LLC | $3,521,184 | 2023 |
| Rockhill Pinnick Llp 401(K) And Profit Sharing Pla | Rockhill Pinnick Llp | $1,244,623 | 2023 |
| Zimmer Surgical Inc. Group Welfare Benefits Plan | Zimmer Surgical, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Warsaw → · Warsaw plans by participants → · Warsaw plans with financial data → · Warsaw plans with provider compensation → · $1B+ plans in Warsaw →
Related Form 5500 pages
- All IN Form 5500 filings
- Zimmer Biomet Holdings, Inc. Savings And Investment 401(K) Program (plan 001)
- Zimmer Biomet Holdings, Inc. — all reported plans
- Zimmer Biomet Holdings, Inc. Savings And Investment 401(K) Program Master Trust (plan 001)
- Zimmer Biomet Holdings, Inc. — all reported plans
- Zimmer Biomet Holdings, Inc. Master Retirement Trust (plan 006)
- Zimmer Biomet Holdings, Inc. Retirement Income Plan (plan 003)
- Lakeland Financial Corporation 401(K) Plan (plan 004)
- Lakeland Financial Corporation — all reported plans
- Miller'S Health Systems, Inc. Profit Sharing Plan (plan 001)
- Miller'S Health Systems, Inc — all reported plans
- Miller'S Health Systems, Inc. Employee Stock Ownership Plan (plan 002)
- Zimmer Surgical, Inc. Union Employees' Pension Plan (plan 002)
- Zimmer Surgical, Inc. — all reported plans
- Dalton Corporation, Warsaw Manufacturing Facility Pension Plan (plan 002)
- Dalton Corporation, Warsaw Manufacturing Facility — all reported plans
- Zimmer Biomet Puerto Rico Savings And Investment 401(K) Program (plan 002)
- Otis R. Bowen Center 403(B) Plan (plan 003)
- Otis R. Bowen Center For Human Services, Inc. — all reported plans
- Zimmer Biomet Holdings, Inc. Puerto Rico Retirement Income Plan (plan 004)
- The Flexaust/Flexadux 401(K) Profit Sharing Plan (plan 001)
- The Flexaust Company, Inc. — all reported plans
- Grossnickle Eye Center 401(K) Retirement Plan (plan 006)
- Grossnickle Eye Center — all reported plans
- Forte Residential, Inc. Employee Stock Ownership Plan (plan 001)
- Forte Residential, Inc. — all reported plans
- Methodology
- Data sources