Westfield, 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, Westfield, IN has 32 loaded benefit plan(s) reported by 26 plan sponsor(s), with $365,806,168 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 32
- Plan sponsors
- 26
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $365,806,168
- Total reported liabilities (EOY)
- $102,042,508
- Total reported net assets (EOY)
- $263,763,660
Contributions & income
- Employer contributions
- $15,596,762
- Participant contributions
- $15,803,863
- Total income / additions
- $121,092,873
Expenses & distributions
- Benefits paid / distributions
- $33,431,561
- Total expenses
- $37,070,764
- Net increase / (decrease)
- $84,022,109
Coverage
- Total reported participants
- 8,331
- Plans with financial statements
- 19
- Plans with provider compensation
- 8
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Westfield, 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 |
|---|---|---|---|
| Agreliant Genetics 401(K) Retirement Plan | Agreliant Genetics, LLC | $151,299,585 | 2023 |
| Immi Holdings, Inc. 401(K) Plan | Immi Holdings, Inc | $67,475,910 | 2023 |
| Immi Holdings, Inc. Employee Stock Ownership Plan | Immi Holdings, Inc. | $57,700,000 | 2023 |
| Linc Systems 401(K) Plan | Linc Acquisition Co. | $27,346,897 | 2023 |
| Custom Concrete Co., Inc. Savings And Retirement Plan | Custom Concrete Co., Inc | $20,580,562 | 2023 |
| Storage Solutions, Inc. 401(K) Plan | Storage Solutions, Inc. | $12,010,915 | 2023 |
| Ball Systems, Inc. 401(K) Plan | Ball Systems, Inc. | $11,545,926 | 2023 |
| Oak Ridge 401(K) Plan | Automatic Pool Covers, Inc. | $10,157,082 | 2023 |
| Standard Locknut, LLC Incentive Savings Plan | Standard Locknut, LLC | $5,170,304 | 2023 |
| Fabellar & Company, Inc. Profit Sharing Plan | Fabellar & Company, Inc. | $1,004,084 | 2023 |
| Lg Partners Retirement Plan | Lg Partners, Inc. | $383,271 | 2023 |
| Fitquest Enterprises Inc. Retirement Plan | Fitquest Enterprises Inc. | $379,238 | 2023 |
| Breese Enterprises, Inc. 401(K) Profit Sharing Plan | Breese Enterprises, Inc. | $250,041 | 2023 |
| Plan B Marketing Inc 401(K) Profit Sharing Plan & Trust | Plan B Marketing Inc | $232,618 | 2023 |
| Lucky Crew Corp. 401(K) Profit Sharing Plan | Lucky Crew Corp. | $174,683 | 2023 |
| Ecf Properties Corp. 401(K) Profit Sharing Plan | Ecf Properties Corp. | $94,168 | 2023 |
| Employee Health Plan Of Ashbury Group | Ashbury Group | $884 | 2023 |
| Nc Partners, Inc. Retirement Plan | Nc Partners, Inc. | $0 | 2023 |
| Sr Production, Inc. 401(K) Plan | Sr Production, Inc. | $0 | 2023 |
| Storage Solutions, Inc Health And Welfare Ancillary Plan | Storage Solutions, Inc. | not reported in the loaded dataset | 2023 |
| Bierman Aba, Inc. Ancillary Benefit Plan | Bierman Aba, Inc. | not reported in the loaded dataset | 2023 |
| Bierman Aba, Inc. Health Benefit Plan | Bierman Aba, Inc. | not reported in the loaded dataset | 2023 |
| Custom Concrete Co., Inc. Section 125 Plan | Custom Concrete Co., Inc. | not reported in the loaded dataset | 2023 |
| Westfield Steel, Inc. Group Insurance Plan | Westfield Steel, Inc. | not reported in the loaded dataset | 2023 |
| Majestic Care | Majestic Care | not reported in the loaded dataset | 2023 |
Largest plans in Westfield → · Westfield plans by participants → · Westfield plans with financial data → · Westfield plans with provider compensation → · $1B+ plans in Westfield →
Related Form 5500 pages
- All IN Form 5500 filings
- Agreliant Genetics 401(K) Retirement Plan (plan 001)
- Agreliant Genetics, LLC — all reported plans
- Immi Holdings, Inc. 401(K) Plan (plan 001)
- Immi Holdings, Inc — all reported plans
- Immi Holdings, Inc. Employee Stock Ownership Plan (plan 002)
- Immi Holdings, Inc. — all reported plans
- Linc Systems 401(K) Plan (plan 001)
- Linc Acquisition Co. — all reported plans
- Custom Concrete Co., Inc. Savings And Retirement Plan (plan 001)
- Custom Concrete Co., Inc — all reported plans
- Storage Solutions, Inc. 401(K) Plan (plan 001)
- Storage Solutions, Inc. — all reported plans
- Ball Systems, Inc. 401(K) Plan (plan 001)
- Ball Systems, Inc. — all reported plans
- Oak Ridge 401(K) Plan (plan 001)
- Automatic Pool Covers, Inc. — all reported plans
- Standard Locknut, LLC Incentive Savings Plan (plan 003)
- Standard Locknut, LLC — all reported plans
- Fabellar & Company, Inc. Profit Sharing Plan (plan 001)
- Fabellar & Company, Inc. — all reported plans
- Lg Partners Retirement Plan (plan 001)
- Lg Partners, Inc. — all reported plans
- Fitquest Enterprises Inc. Retirement Plan (plan 001)
- Fitquest Enterprises Inc. — all reported plans
- Breese Enterprises, Inc. 401(K) Profit Sharing Plan (plan 001)
- Breese Enterprises, Inc. — all reported plans
- Plan B Marketing Inc 401(K) Profit Sharing Plan & Trust (plan 002)
- Plan B Marketing Inc — all reported plans
- Lucky Crew Corp. 401(K) Profit Sharing Plan (plan 001)
- Lucky Crew Corp. — all reported plans
- Methodology
- Data sources