401(k) · DOL Form 5500 · 2023

Conn-Selmer, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
236
Participants Below avg headcount
46th
Percentile by assets National rank
$23,083
Avg per participant Low balance/head
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Official DOL plan name: Conn-Selmer Union Employee's 401(k) Plan · Sponsored by Conn-Selmer, Inc. · Indiana · Manufacturing

$5M in assets, 236 participants

Conn-Selmer, Inc.'s Conn-Selmer Union Employee's 401(k) Plan reported $5M in total assets and 236 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #5,497 in Manufacturing (18,722 peers)

Coverage in Indiana

Conn-Selmer Union Employee's 401(k) Plan covers 236 participants in Indiana, about 44% of the average Indiana filer (state average ~541 per filing). Assets: $5M.

#5,497
in Manufacturing (18,722 peers)
+10.6%
assets growth YoY

Conn-Selmer Union Employee's 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Conn-Selmer Union Employee's 401(k) Plan vs every filed plan by assets

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

$5,447,674 46th percentile higher than 46% 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

Conn-Selmer Union Employee's 401(k) 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. Conn-Selmer Union Employee's 401(k) Plan sits mid-pack in the medium band (236 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Conn-Selmer Union Employee's 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $479K in the plan year 2023 filing.
  • Conn-Selmer Union Employee's 401(k) Plan reported participants rose from 176 in the plan year 2022 filing to 236 in the plan year 2023 filing.
  • Conn-Selmer Union Employee's 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 954432228 · Conn-Selmer, Inc. PY 2023 · 401(k)

Conn-Selmer Union Employee's 401(k) Plan · $5M · 236 · 46th

  • BOOK $5M
  • VS-ST 236
  • BOY 46th
  • SCH 401(k)
  • EBSA near Siemens Manufacturing Co., Inc. 401(k) Plan
  • PART ind #5497

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 Manufacturing retirement plans → · Plans in Indiana →

Conn-Selmer Union Employee's 401(k) Plan in the asset neighbourhood

Conn-Selmer Union Employee's 401(k) PlanConn-Selmer Union Employee's…$5MSiemens Manufacturing Co., Inc. 401(k) PlanSiemens Manufacturing Co., I…$5MDakota Software Corporation 401(k) Profit Sharing PlanDakota Software Corporation …$5MH. N. Funkhouser & Co. 401(k) Profit Sharing PlanH. N. Funkhouser & Co. 401(k…$5MJefferson Southern 401(k) PlanJefferson Southern 401(k) Pl…$5M
End-of-year total assets ($M) among Conn-Selmer Union Employee's 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$479K
Employer EIN954432228
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Conn-Selmer, Inc.)

Sponsor-wide plan assets over time

All Conn-Selmer, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$43M 27.584353918332088% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $34M $43.3M ▲ +27.6%
Year Plans Participants Total Assets
2022 2 557 $34M
2023 2 714 $39M
2024 2 750 $43M

Nearby 401(k) Plans in Indiana

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

Conn-Selmer Union Employee's 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Conn-Selmer Union Employee's 401(k) Plan, Total assets ($B): 0.005447674 · Participants: 236Conn-Selmer Union Employee's 401(k) 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
Conn-Selmer Union Employee's 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Conn-Selmer Union Employee's 401(k) Plan side-by-side with 3 peers →

Conn-Selmer Union Employee's 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Siemens Manufacturing Co., Inc. 401(k) Plan in IL ($5M); by covered participants it is Cap Government Retirement Plan in FL (236 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (236 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 Conn-Selmer Union Employee's 401(k) Plan assets move in 2023? ▼
Conn-Selmer Union Employee's 401(k) Plan grew at a solid clip - up 10.6% during 2023, from $5M to $5M. Reported net income was $479K.
How have Conn-Selmer, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Conn-Selmer, Inc.'s sponsor-wide assets grew 27.6%, from $34M to $43M.
Which 401(k) plans are similar in size to Conn-Selmer Union Employee's 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Siemens Manufacturing Co., Inc. 401(k) Plan in IL ($5M, 86 participants).
Which 401(k) plans cover a similar participant headcount to Conn-Selmer Union Employee's 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cap Government Retirement Plan in FL (236 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 954432228.

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.