401(k) · DOL Form 5500 · 2023

The Fountain Trust Company 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
145
Participants Small participant base
54th
Percentile by assets National rank
$56,595
Avg per participant Low balance/head
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Official DOL plan name: Fountain Trust Company Savings and Retirement Plan · Sponsored by The Fountain Trust Company · Indiana · Finance & Insurance

$8M in assets, 145 participants

The Fountain Trust Company's Fountain Trust Company Savings and Retirement Plan reported $8M in total assets and 145 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #3,485 in Finance & Insurance (8,869 peers)

Coverage in Indiana

Fountain Trust Company Savings and Retirement Plan covers 145 participants in Indiana, about 27% of the average Indiana filer (state average ~541 per filing). Assets: $8M.

#3,485
in Finance & Insurance (8,869 peers)
+22.7%
assets growth YoY

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

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

End-of-year total assets · plan year 2023 · DOL Form 5500

$8,206,207 Top 46% higher than 54% of 127,068 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 2023

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

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fountain Trust Company Savings and Retirement Plan sits mid-pack in the medium band (145 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fountain Trust Company Savings and Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Fountain Trust Company Savings and Retirement Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Fountain Trust Company Savings and Retirement Plan reported participants rose from 136 in the plan year 2022 filing to 145 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 350317770 · The Fountain Trust Company PY 2023 · 401(k)

Fountain Trust Company Savings and Retirement Plan · $8M · 145 · 54th

  • RANK $8M
  • RANK 145
  • RANK 54th
  • RANK 401(k)
  • RANK near Savings Plan for the Employees of Mcgee Corporation
  • RANK ind #3485

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 →

Fountain Trust Company Savings and Retirement Plan in the asset neighbourhood

Fountain Trust Company Savings and Retirement PlanFountain Trust Company Savin…$8MSavings Plan for the Employees of Mcgee CorporationSavings Plan for the Employe…$8MDorsch Ford 401(k) Profit Sharing PlanDorsch Ford 401(k) Profit Sh…$8MPlattner, Schneidman & Schneider, P. C. Savings/Retirement Plan and TrustPlattner, Schneidman & Schne…$8MFarmington Foods, Inc. Profit Sharing and Savings PlanFarmington Foods, Inc. Profi…$8M
End-of-year total assets ($M) among Fountain Trust Company Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$2M
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.

Fountain Trust Company Savings and Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Fountain Trust Company Savings and Retirement Plan, Total assets ($B): 0.008206207 · Participants: 145Fountain Trust Company Savings and Retirement PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Fountain Trust Company Savings and Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Fountain Trust Company Savings and Retirement Plan side-by-side with 3 peers →

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 Savings Plan for the Employees of Mcgee Corporation in NC ($8M); by covered participants it is Fabian Oil Inc Profit Sharing Plan and Trust in ME (145 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (145 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.

Frequently Asked Questions

How did Fountain Trust Company Savings and Retirement Plan assets move in 2023? ▼
Fountain Trust Company Savings and Retirement Plan grew sharply - up 22.7% during 2023, from $7M to $8M. Reported net income was $2M.
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 Fountain Trust Company Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Savings Plan for the Employees of Mcgee Corporation in NC ($8M, 121 participants).
Which 401(k) plans cover a similar participant headcount to Fountain Trust Company Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fabian Oil Inc Profit Sharing Plan and Trust in ME (145 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.