401(k) · DOL Form 5500 · 2023

Alliance of Indiana Rural Water, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
15
Participants Small participant base
28th
Percentile by assets National rank
$108,028
Avg per participant Below avg balance/head
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Official DOL plan name: Alliance of Indiana Rural Water, Inc. 401(k) Plan · Sponsored by Alliance of Indiana Rural Water, Inc. · Indiana · Utilities

$2M in assets, 15 participants

Alliance of Indiana Rural Water, Inc.'s Alliance of Indiana Rural Water, Inc. 401(k) Plan reported $2M in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #60 in Utilities (721 peers)

Utilities sector rank

Within Utilities, Alliance of Indiana Rural Water, Inc. 401(k) Plan ranks #60 of 721 2023 filers by assets (33135% of the sector average)-$2M for 15 participants.

#60
in Utilities (721 peers)
-4.0%
assets change YoY

The plan reported a net loss of $68K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Alliance of Indiana Rural Water, Inc. 401(k) Plan among the smaller filed plans by assets

Alliance of Indiana Rural Water, Inc. 401(k) Plan vs every filed plan by assets

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

$1,620,416 28th percentile higher than 28% 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

Alliance of Indiana Rural Water, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alliance of Indiana Rural Water, Inc. 401(k) Plan is a small filing (15 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 311033584 · Alliance of Indiana Rural Water, Inc. PY 2023 · 401(k)

Alliance of Indiana Rural Water, Inc. 401(k) Plan · $2M · 15 · 28th

  • EOY $2M
  • 5500 15
  • ASSETS 28th
  • PCT 401(k)
  • EIN near Nick J Mchargue Dds PC 401(k) Profit Sharing Plan
  • RANK ind #60

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 →

Alliance of Indiana Rural Water, Inc. 401(k) Plan in the asset neighbourhood

Alliance of Indiana Rural Water, Inc. 401(k) PlanAlliance of Indiana Rural Wa…$2MNick J Mchargue Dds PC 401(k) Profit Sharing PlanNick J Mchargue Dds PC 401(k…$2MDenney & Company 401(k) Plan$2MPostulos Distribution, Inc. Retirement PlanPostulos Distribution, Inc. …$2MStraehle Enterprises Inc. 401(k) PlanStraehle Enterprises Inc. 40…$2M
End-of-year total assets ($M) among Alliance of Indiana Rural Water, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utilities filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$68K
Employer EIN311033584
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alliance of Indiana Rural Water, Inc.)

Sponsor-wide plan assets over time

All Alliance of Indiana Rural Water, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 8.595879082902167% vs 2023
2024 filing year
$1.45M$1.5M$1.55M$1.6M$1.65M 20232024 $1.62M $1.48M ▼ -8.6%
Year Plans Participants Total Assets
2023 1 15 $2M
2024 1 18 $1M

Nearby 401(k) Plans in Indiana

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

Alliance of Indiana Rural Water, Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Alliance of Indiana Rural Water, Inc. 401(k) Plan, Total assets ($B): 0.001620416 · Participants: 15Alliance of Indiana Rural Water, Inc. 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
Alliance of Indiana Rural Water, Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Alliance of Indiana Rural Water, Inc. 401(k) Plan side-by-side with 3 peers →

Alliance of Indiana Rural Water, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Nick J Mchargue Dds PC 401(k) Profit Sharing Plan in MO ($2M); by covered participants it is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Alliance of Indiana Rural Water, Inc. 401(k) Plan assets move in 2023? ▼
Alliance of Indiana Rural Water, Inc. 401(k) Plan edged down modestly - down 4.0% during 2023, from $2M to $2M. Reported net income was -$68K.
How have Alliance of Indiana Rural Water, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Alliance of Indiana Rural Water, Inc.'s sponsor-wide assets declined 8.6%, from $2M to $1M.
Which 401(k) plans are similar in size to Alliance of Indiana Rural Water, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nick J Mchargue Dds PC 401(k) Profit Sharing Plan in MO ($2M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Alliance of Indiana Rural Water, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 participants, $4M 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 311033584.

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.