401(k) · DOL Form 5500 · 2023

Hoosier Energy Rec, Inc. 401(k) Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
269
Participants Below avg headcount
87th
Percentile by assets National rank
$228,174
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Retirement Savings Plan of Hoosier Energy Rec, Inc. · Sponsored by Hoosier Energy Rec, Inc. · Indiana · Utilities

$61M in assets, 269 participants

Hoosier Energy Rec, Inc.'s Retirement Savings Plan of Hoosier Energy Rec, Inc. reported $61M in total assets and 269 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #401 in Utilities (721 peers)

Coverage in Indiana

Retirement Savings Plan of Hoosier Energy Rec, Inc. covers 269 participants in Indiana, about 50% of the average Indiana filer (state average ~541 per filing). Assets: $61M.

#401
in Utilities (721 peers)
+8.1%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Retirement Savings Plan of Hoosier Energy Rec, Inc.'s outsized position by total assets

Retirement Savings Plan of Hoosier Energy Rec, Inc. vs every filed plan by assets

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

$61,378,843 Top 13% higher than 87% 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

Retirement Savings Plan of Hoosier Energy Rec, Inc. 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. Retirement Savings Plan of Hoosier Energy Rec, Inc. sits mid-pack in the medium band (269 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Savings Plan of Hoosier Energy Rec, Inc. reported net income rose from -$24M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Retirement Savings Plan of Hoosier Energy Rec, Inc. reported participants fell from 395 in the plan year 2022 filing to 269 in the plan year 2023 filing.
  • Retirement Savings Plan of Hoosier Energy Rec, Inc. end-of-year assets rose from $57M in the plan year 2022 filing to $61M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 350411710 · Hoosier Energy Rec, Inc. PY 2023 · 401(k)

Retirement Savings Plan of Hoosier Energy Rec, Inc. · $61M · 269 · 87th

  • BOY $61M
  • BOY 269
  • BOY 87th
  • BOY 401(k)
  • BOY near Eaglebank 401(k) Plan
  • BOY ind #401

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 Utilities retirement plans → · Plans in Indiana →

Retirement Savings Plan of Hoosier Energy Rec, Inc. in the asset neighbourhood

Retirement Savings Plan of Hoosier Energy Rec, Inc.Retirement Savings Plan of H…$61MEaglebank 401(k) Plan$61MU. a. Local Nos. 343 & 355 Defined Contribution PlanU. a. Local Nos. 343 & 355 D…$61MClever Devices Ltd. 401(k) PlanClever Devices Ltd. 401(k) P…$61MNational Machinery LLC Savings PlanNational Machinery LLC Savin…$61M
End-of-year total assets ($M) among Retirement Savings Plan of Hoosier Energy Rec, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$61M
Net Income$5M
Employer EIN350411710
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hoosier Energy Rec, Inc.)

Sponsor-wide plan assets over time

All Hoosier Energy Rec, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$70M 23.37782898097813% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $56.8M $70.1M ▲ +23.4%
Year Plans Participants Total Assets
2022 1 395 $57M
2023 1 269 $61M
2024 1 278 $70M

Nearby 401(k) Plans in Indiana

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

Retirement Savings Plan of Hoosier Energy Rec, Inc. vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Retirement Savings Plan of Hoosier Energy Rec, Inc., Total assets ($B): 0.061378843 · Participants: 269Retirement Savings Plan of Hoosier Energy Rec, Inc.The 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
Retirement Savings Plan of Hoosier Energy Rec, Inc. vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Retirement Savings Plan of Hoosier Energy Rec, Inc. side-by-side with 3 peers →

Retirement Savings Plan of Hoosier Energy Rec, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Eaglebank 401(k) Plan in MD ($61M); by covered participants it is The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan in FL (269 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($61M here).

Similar participant headcount

Nearest other-state filings by covered participants (269 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 Retirement Savings Plan of Hoosier Energy Rec, Inc. assets move in 2023? ▼
Retirement Savings Plan of Hoosier Energy Rec, Inc. grew at a solid clip - up 8.1% during 2023, from $57M to $61M. Reported net income was $5M.
How have Hoosier Energy Rec, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hoosier Energy Rec, Inc.'s sponsor-wide assets grew 23.4%, from $57M to $70M.
Where does Retirement Savings Plan of Hoosier Energy Rec, Inc. rank by assets among Form 5500 filers? ▼
Retirement Savings Plan of Hoosier Energy Rec, Inc. ranks in the 87th 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 Retirement Savings Plan of Hoosier Energy Rec, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Eaglebank 401(k) Plan in MD ($61M, 467 participants).
Which 401(k) plans cover a similar participant headcount to Retirement Savings Plan of Hoosier Energy Rec, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan in FL (269 participants, $11M 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 350411710.

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.