Defined Benefit (Pension) · DOL Form 5500 · 2023
Locust Street Company, Inc. Pension Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 10
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $530,796
- Avg per participant High balance/head
Official DOL plan name: Locust Street Company, Inc. Retirement Plan · Sponsored by Locust Street Company, Inc. · Indiana · Real Estate
$5M in assets, 10 participants
Locust Street Company, Inc.'s Locust Street Company, Inc. Retirement Plan reported $5M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.
- #3,074 in Real Estate (4,727 peers)
Real Estate sector rank
Within Real Estate, Locust Street Company, Inc. Retirement Plan ranks #3,074 of 4,727 2023 filers by assets (489% of the sector average)-$5M for 10 participants.
- #3,074
- in Real Estate (4,727 peers)
- +15.8%
- assets growth YoY
Locust Street Company, Inc. Retirement Plan's mid-pack asset rank among Real Estate and all filers
Locust Street Company, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,307,958 45th percentile higher than 45% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Locust Street Company, Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Locust Street Company, Inc. Retirement Plan is a micro filing (10 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Locust Street Company, Inc. Retirement Plan reported net income rose from -$50K in the plan year 2022 filing to $725K in the plan year 2023 filing.
- Locust Street Company, Inc. Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Locust Street Company, Inc. Retirement Plan reported participants fell from 11 in the plan year 2022 filing to 10 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 350476430 · Locust Street Company, Inc. PY 2023 · Defined Benefit (Pension)
Locust Street Company, Inc. Retirement Plan · $5M · 10 · 45th
- IND $5M
- EOY 10
- 5500 45th
- ASSETS Defined Benefit (Pension)
- PCT near Libertas Copper, LLC Pension Plan for Hourly-Rate Employees of the Eminence, Kentucky Plant
- EIN ind #3074
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 Real Estate retirement plans → · Plans in Indiana →
Locust Street Company, Inc. Retirement Plan in the asset neighbourhood
Real Estate filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $725K |
| Employer EIN | 350476430 |
| Plan Effective Date | 1948-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Locust Street Company, Inc.)
Sponsor-wide plan assets over time
All Locust Street Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 23.98453759186696% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 11 | $5M |
| 2023 | 1 | 10 | $5M |
| 2024 | 1 | 10 | $6M |
Nearby Defined Benefit (Pension) Plans in Indiana
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- The Lilly Retirement Plan $11.7B · 19,111
- Cummins Pension Plan $3.3B · 26,560
- Indiana Laborers Pension Fund $1.7B · 10,800
- Elevance Health Cash Balance Plan a $1.3B · 8,197
- Nisource Pension Plan $1.1B · 2,174
Locust Street Company, Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Indiana, the nearest Defined Benefit (Pension) by assets is Libertas Copper, LLC Pension Plan for Hourly-Rate Employees of the Eminence, Kentucky Plant in PA ($5M); by covered participants it is Turley Dental Corporation Defined Benefit Pension Plan in CA (10 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Libertas Copper, LLC Pension Plan for Hourly-Rate Employees of the Eminence, Kentucky Plant (PA) $5M · 69
- Spiro Boukas Dds PC Defined Benefit Pension Plan (NY) $5M · 5
- Top Flight, Inc. Employees' Pension Plan (TN) $5M · 37
- Retirement Plan for Salaried Employees of Tinius Olsen Testing Machine Company (PA) $5M · 44
Similar participant headcount
Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.