IN Form 5500 retirement and benefit plan filings
State 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, IN has 4,057 loaded benefit plan(s) reported by 2,615 plan sponsor(s), with $179,512,760,019 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 4,057
- Plan sponsors
- 2,615
- Total reported assets (EOY)
- $179,512,760,019
- Latest filing year
- 2023
Cities by loaded plan count
- Indianapolis, IN — 930 plan(s)
- Fort Wayne, IN — 274 plan(s)
- Evansville, IN — 205 plan(s)
- Carmel, IN — 164 plan(s)
- South Bend, IN — 131 plan(s)
- Elkhart, IN — 101 plan(s)
- Fishers, IN — 88 plan(s)
- Terre Haute, IN — 78 plan(s)
- Columbus, IN — 60 plan(s)
- Bloomington, IN — 54 plan(s)
- Merrillville, IN — 52 plan(s)
- Greenwood, IN — 51 plan(s)
- Lafayette, IN — 50 plan(s)
- Mishawaka, IN — 49 plan(s)
- Muncie, IN — 48 plan(s)
Largest loaded plans by reported assets
| Plan | Sponsor | City | Reported assets (EOY) | Year |
|---|---|---|---|---|
| The Lilly Retirement Plan Master Trust | Eli Lilly And Company | Indianapolis | $12,060,735,986 | 2023 |
| The Lilly Retirement Plan | Eli Lilly And Company | Indianapolis | $11,687,553,790 | 2023 |
| Lilly Savings Plan Master Trust Fund B | Eli Lilly And Company | Indianapolis | $11,533,177,026 | 2023 |
| The Lilly Employee 401(K) Plan | Eli Lilly And Company | Indianapolis | $11,133,214,731 | 2023 |
| Elevance Health 401(K) Plan | Ath Holding Company, LLC | Indianapolis | $11,042,395,257 | 2023 |
| Cummins Retirement And Savings Plan | Cummins Inc. | Columbus | $5,730,057,183 | 2023 |
| Cummins Inc. Master Retirement Savings Trust | Cummins Inc. | Columbus | $5,164,537,976 | 2023 |
| Iu Health 401(K) Savings Plan | Indiana University Health Inc. | Indianapolis | $3,907,792,365 | 2023 |
| Cummins Pension Plan | Cummins Inc. | Columbus | $3,321,162,584 | 2023 |
| Steel Dynamics, Inc. Profit Sharing And Retirement Savings Plan | Steel Dynamics, Inc. | Fort Wayne | $2,573,079,703 | 2023 |
| University Of Notre Dame 403(B) Retirement Plan | University Of Notre Dame Du Lac | Notre Dame | $2,360,767,219 | 2023 |
| Jasper Holdings, Inc Employee Stock Ownership Plan And Trust | Jasper Holdings, Inc. | Jasper | $1,921,766,853 | 2023 |
| Elevance Health Master Trust | Ath Holding Company LLC | Indianapolis | $1,767,904,275 | 2023 |
| Nisource Inc Retirement Savings Plan | Nisource Inc | Merrillville | $1,730,333,853 | 2023 |
| Indiana Laborers Pension Fund | Board Of Trustees - Indiana Laborers Pension Fund | Terre Haute | $1,654,720,253 | 2023 |
Largest IN plans → · IN plans with financial data → · $1B+ IN plans →
Related Form 5500 pages
- Indianapolis, IN Form 5500 filings
- Fort Wayne, IN Form 5500 filings
- Evansville, IN Form 5500 filings
- Carmel, IN Form 5500 filings
- South Bend, IN Form 5500 filings
- Elkhart, IN Form 5500 filings
- Fishers, IN Form 5500 filings
- Terre Haute, IN Form 5500 filings
- Columbus, IN Form 5500 filings
- Bloomington, IN Form 5500 filings
- Merrillville, IN Form 5500 filings
- Greenwood, IN Form 5500 filings
- Lafayette, IN Form 5500 filings
- Mishawaka, IN Form 5500 filings
- Muncie, IN Form 5500 filings
- The Lilly Retirement Plan Master Trust (plan 030)
- The Lilly Retirement Plan (plan 001)
- Lilly Savings Plan Master Trust Fund B (plan 015)
- The Lilly Employee 401(K) Plan (plan 002)
- Elevance Health 401(K) Plan (plan 003)
- Cummins Retirement And Savings Plan (plan 020)
- Cummins Inc. Master Retirement Savings Trust (plan 102)
- Iu Health 401(K) Savings Plan (plan 005)
- Cummins Pension Plan (plan 001)
- Steel Dynamics, Inc. Profit Sharing And Retirement Savings Plan (plan 001)
- Methodology
- Data sources