401(k) · DOL Form 5500 · 2023

Peoples Bank 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
312
Participants Below avg headcount
80th
Percentile by assets National rank
$102,498
Avg per participant Below avg balance/head
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Official DOL plan name: Peoples Bank Employees Savings & Profit Sharing Plan and Trust · Sponsored by Peoples Bank · Indiana · Finance & Insurance

$32M in assets, 312 participants

Peoples Bank's Peoples Bank Employees Savings & Profit Sharing Plan and Trust reported $32M in total assets and 312 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,172 in Finance & Insurance (8,869 peers)

Where Peoples Bank Employees Savings & Profit Sharing Plan and Trust sits by assets

Peoples Bank Employees Savings & Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $32M for 312 participants (~$102,498/participant), down 6.0% in 2023.

#6,172
in Finance & Insurance (8,869 peers)
-6.0%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Peoples Bank Employees Savings & Profit Sharing Plan and Trust's outsized position by total assets

Peoples Bank Employees Savings & Profit Sharing Plan and Trust vs every filed plan by assets

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

$31,979,382 Top 20% higher than 80% 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

Peoples Bank Employees Savings & Profit Sharing Plan and Trust 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. Peoples Bank Employees Savings & Profit Sharing Plan and Trust sits mid-pack in the medium band (312 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Peoples Bank Employees Savings & Profit Sharing Plan and Trust reported net income rose from -$6M in the plan year 2022 filing to -$2M in the plan year 2023 filing.
  • Peoples Bank Employees Savings & Profit Sharing Plan and Trust reported participants rose from 265 in the plan year 2022 filing to 312 in the plan year 2023 filing.
  • Peoples Bank Employees Savings & Profit Sharing Plan and Trust end-of-year assets fell from $34M in the plan year 2022 filing to $32M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 350576197 · Peoples Bank PY 2023 · 401(k)

Peoples Bank Employees Savings & Profit Sharing Plan and Trust · $32M · 312 · 80th

  • EIN $32M
  • EIN 312
  • EIN 80th
  • EIN 401(k)
  • EIN near Omada Health Retirement Plan
  • EIN ind #6172

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 →

Peoples Bank Employees Savings & Profit Sharing Plan and Trust in the asset neighbourhood

Actors' Fund of America 401(k) PlanActors' Fund of America 401(…$32MPeoples Bank Employees Savings & Profit Sharing Plan and TrustPeoples Bank Employees Savin…$32MOmada Health Retirement Plan$32MCaire, Inc. 401(k) Plan$32MEqt Exeter Property Group, LLC 401(k) PlanEqt Exeter Property Group, L…$32M
End-of-year total assets ($M) among Peoples Bank Employees Savings & Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$32M
Net Income-$2M
Employer EIN350576197
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Peoples Bank)

Sponsor-wide plan assets over time

All Peoples Bank plans reported in each filing year

Latest sponsor-wide plan assets
$35M 2.3594024570979375% vs 2022
2024 filing year
$31M$32M$33M$34M$35M$36M 202220232024 $34M $34.8M ▲ +2.4%
Year Plans Participants Total Assets
2022 1 265 $34M
2023 1 312 $32M
2024 1 290 $35M

Nearby 401(k) Plans in Indiana

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

Peoples Bank Employees Savings & Profit Sharing Plan and Trust vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Peoples Bank Employees Savings & Profit Sharing Plan and Trust, Total assets ($B): 0.031979382 · Participants: 312Peoples Bank Employees Savings & Profit Sharing Plan and TrustThe 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
Peoples Bank Employees Savings & Profit Sharing Plan and Trust vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Peoples Bank Employees Savings & Profit Sharing Plan and Trust side-by-side with 3 peers →

Peoples Bank Employees Savings & Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Omada Health Retirement Plan in CA ($32M); by covered participants it is Power Auto Inc. 401(k) Plan in OR (312 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($32M here).

Similar participant headcount

Nearest other-state filings by covered participants (312 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 Peoples Bank Employees Savings & Profit Sharing Plan and Trust assets move in 2023? ▼
Peoples Bank Employees Savings & Profit Sharing Plan and Trust pulled back noticeably - down 6.0% during 2023, from $34M to $32M. Reported net income was -$2M.
How have Peoples Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peoples Bank's sponsor-wide assets grew 2.4%, from $34M to $35M.
Where does Peoples Bank Employees Savings & Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Peoples Bank Employees Savings & Profit Sharing Plan and Trust ranks in the 80th 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 Peoples Bank Employees Savings & Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Omada Health Retirement Plan in CA ($32M, 682 participants).
Which 401(k) plans cover a similar participant headcount to Peoples Bank Employees Savings & Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Power Auto Inc. 401(k) Plan in OR (312 participants, $6M 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 350576197.

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.