401(k) · DOL Form 5500 · 2023

Star Financial Group, Inc. 401(k) Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
486
Participants Below avg headcount
86th
Percentile by assets National rank
$110,725
Avg per participant Below avg balance/head
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Official DOL plan name: Star Financial Group, Inc. 401(k) Savings Plan · Sponsored by Star Financial Group, Inc. · Indiana · Finance & Insurance

$54M in assets, 486 participants

Star Financial Group, Inc.'s Star Financial Group, Inc. 401(k) Savings Plan reported $54M in total assets and 486 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,999 in Finance & Insurance (8,869 peers)

Where Star Financial Group, Inc. 401(k) Savings Plan sits by assets

Star Financial Group, Inc. 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $54M for 486 participants (~$110,725/participant), up 19.8% in 2023.

#6,999
in Finance & Insurance (8,869 peers)
+19.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Star Financial Group, Inc. 401(k) Savings Plan's outsized position by total assets

Star Financial Group, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$53,812,350 Top 14% higher than 86% 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

Star Financial Group, Inc. 401(k) Savings 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. Star Financial Group, Inc. 401(k) Savings Plan sits mid-pack in the medium band (486 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Star Financial Group, Inc. 401(k) Savings Plan reported net income rose from -$15M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Star Financial Group, Inc. 401(k) Savings Plan end-of-year assets rose from $45M in the plan year 2022 filing to $54M in the plan year 2023 filing.
  • Star Financial Group, Inc. 401(k) Savings Plan reported participants rose from 452 in the plan year 2022 filing to 486 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 351658268 · Star Financial Group, Inc. PY 2023 · 401(k)

Star Financial Group, Inc. 401(k) Savings Plan · $54M · 486 · 86th

  • RANK $54M
  • PHOTO 486
  • IND 86th
  • EOY 401(k)
  • 5500 near Omni Air International, LLC 401(k) Plan
  • ASSETS ind #6999

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 →

Star Financial Group, Inc. 401(k) Savings Plan in the asset neighbourhood

Crispr Therapeutics 401(k) Retirement PlanCrispr Therapeutics 401(k) R…$54MStar Financial Group, Inc. 401(k) Savings PlanStar Financial Group, Inc. 4…$54MOmni Air International, LLC 401(k) PlanOmni Air International, LLC …$54MTumi, Inc. Profit Sharing/401(k) PlanTumi, Inc. Profit Sharing/40…$54MAristotle Capital Management, LLC 401(k) PlanAristotle Capital Management…$54M
End-of-year total assets ($M) among Star Financial Group, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$54M
Net Income$9M
Employer EIN351658268
Plan Effective Date1984-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Star Financial Group, Inc.)

Sponsor-wide plan assets over time

All Star Financial Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$59M 30.74857992744547% vs 2022
2024 filing year
$40M$45M$50M$55M$60M$65M 202220232024 $44.9M $58.8M ▲ +30.7%
Year Plans Participants Total Assets
2022 1 452 $45M
2023 1 486 $54M
2024 1 474 $59M

Nearby 401(k) Plans in Indiana

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

Star Financial Group, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Star Financial Group, Inc. 401(k) Savings Plan, Total assets ($B): 0.05381235 · Participants: 486Star Financial Group, Inc. 401(k) Savings 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
Star Financial Group, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Star Financial Group, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Star Financial Group, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Omni Air International, LLC 401(k) Plan in OK ($54M); by covered participants it is Sbera 401(k) Plan as Adopted by Middlesex Savings Bank in MA (486 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (486 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 Star Financial Group, Inc. 401(k) Savings Plan assets move in 2023? ▼
Star Financial Group, Inc. 401(k) Savings Plan grew sharply - up 19.8% during 2023, from $45M to $54M. Reported net income was $9M.
How have Star Financial Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Star Financial Group, Inc.'s sponsor-wide assets grew 30.7%, from $45M to $59M.
Where does Star Financial Group, Inc. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Star Financial Group, Inc. 401(k) Savings Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Star Financial Group, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Omni Air International, LLC 401(k) Plan in OK ($54M, 840 participants).
Which 401(k) plans cover a similar participant headcount to Star Financial Group, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sbera 401(k) Plan as Adopted by Middlesex Savings Bank in MA (486 participants, $94M 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 351658268.

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.