401(k) · DOL Form 5500 · 2022

The Fountain Trust Company 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
136
Participants Small participant base
57th
Percentile by assets National rank
$49,175
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Fountain Trust Company Savings and Retirement Plan · Sponsored by The Fountain Trust Company · Indiana · Finance & Insurance

$7M in assets, 136 participants

The Fountain Trust Company's The Fountain Trust Company Savings and Retirement Plan reported $7M in total assets and 136 participants in its 2022 DOL Form 5500 filing, ranking in the 57th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #3,723 in Finance & Insurance (9,261 peers)

Coverage in Indiana

The Fountain Trust Company Savings and Retirement Plan covers 136 participants in Indiana, about 25% of the average Indiana filer (state average ~541 per filing). Assets: $7M.

#3,723
in Finance & Insurance (9,261 peers)
-13.3%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Fountain Trust Company Savings and Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

The Fountain Trust Company Savings and Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$6,687,761 Top 43% higher than 57% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

The Fountain Trust Company Savings and Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Fountain Trust Company Savings and Retirement Plan sits mid-pack in the medium band (136 participants).

DOL schedule card

Filing strip 350317770 · The Fountain Trust Company PY 2022 · 401(k)

The Fountain Trust Company Savings and Retirement Plan · $7M · 136 · 57th

  • SCH $7M
  • EBSA 136
  • PART 57th
  • TYPE 401(k)
  • NET near Par-Four Investment Management, LLC 401(k) Plan
  • BOOK ind #3723

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Indiana →

The Fountain Trust Company Savings and Retirement Plan in the asset neighbourhood

The Fountain Trust Company Savings and Retirement PlanThe Fountain Trust Company S…$7MPar-Four Investment Management, LLC 401(k) PlanPar-Four Investment Manageme…$7MHeritage Hr LLC 401(k) Profit Sharing PlanHeritage Hr LLC 401(k) Profi…$7MWalden Behavioral Care 401(k) PlanWalden Behavioral Care 401(k…$7MDevelopmental Services Center 401(k) PlanDevelopmental Services Cente…$7M
End-of-year total assets ($M) among The Fountain Trust Company Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$1M
Employer EIN350317770
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Fountain Trust Company)

Sponsor-wide plan assets over time

All The Fountain Trust Company plans reported in each filing year

Latest sponsor-wide plan assets
$10M 44.12820673466052% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.69M $9.64M ▲ +44.1%
Year Plans Participants Total Assets
2022 1 136 $7M
2023 1 145 $8M
2024 1 148 $10M

Nearby 401(k) Plans in Indiana

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Fountain Trust Company Savings and Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants The Fountain Trust Company Savings and Retirement Plan, Total assets ($B): 0.006687761 · Participants: 136The Fountain Trust Company Savings and Retirement PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
The Fountain Trust Company Savings and Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare The Fountain Trust Company Savings and Retirement Plan side-by-side with 3 peers →

The Fountain Trust Company Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Par-Four Investment Management, LLC 401(k) Plan in NJ ($7M); by covered participants it is Berger and Burrow Enterprises, Inc. D/B/a Dynamic Mobile Imaging 401(k) Plan in VA (136 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (136 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Fountain Trust Company Savings and Retirement Plan assets move in 2022? ▼
The Fountain Trust Company Savings and Retirement Plan pulled back noticeably - down 13.3% during 2022, from $8M to $7M. Reported net income was -$1M.
How have The Fountain Trust Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Fountain Trust Company's sponsor-wide assets grew 44.1%, from $7M to $10M.
Which 401(k) plans are similar in size to The Fountain Trust Company Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Par-Four Investment Management, LLC 401(k) Plan in NJ ($7M, 14 participants).
Which 401(k) plans cover a similar participant headcount to The Fountain Trust Company Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Berger and Burrow Enterprises, Inc. D/B/a Dynamic Mobile Imaging 401(k) Plan in VA (136 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 350317770.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.