401(k) · DOL Form 5500 · 2023

Batesville Services LLC 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets: 787
Participants Near avg headcount: 76th
Percentile by assets National rank: $31,436
Avg per participant Low balance/head

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Official DOL plan name: Batesville Savings Plan · Sponsored by Batesville Services LLC · Indiana · Management of Enterprises

$25M in assets, 787 participants

Batesville Services LLC's Batesville Savings Plan reported $25M in total assets and 787 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

#634 in Management of Enterprises (1,137 peers)

Management of Enterprises sector rank

Within Management of Enterprises, Batesville Savings Plan ranks #634 of 1,137 2023 filers by assets (1437% of the sector average)-$25M for 787 participants.

#634
in Management of Enterprises (1,137 peers): +22.6%
assets growth YoY: 0.2×
vs typical plan assets (national mean)

Batesville Savings Plan's outsized position by total assets

Batesville Savings Plan vs every filed plan by assets

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

$24,739,948 Top 24% higher than 76% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Batesville 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. Batesville Savings Plan sits mid-pack in the medium band (787 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

EBSA filing schedule strip

Filing strip 350166166 · Batesville Services LLC PY 2023 · 401(k)

Batesville Savings Plan · $25M · 787 · 76th

SCH $25M
SCH 787
SCH 76th
SCH 401(k)
SCH near Medlogix 401(k) Plan
SCH ind #634

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 Management of Enterprises retirement plans → · Plans in Indiana →

End-of-year total assets ($M) among Batesville Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Management of Enterprises filing particulars

Total Assets (Beginning of Year)	$20M
Net Assets (End of Year)	$25M
Net Income	$5M
Employer EIN	350166166
Plan Effective Date	2008-04-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Batesville Services LLC)

Latest sponsor-wide plan assets: $210M 750.373088900591% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	787	$25M
2024	1	429	$210M

Nearby 401(k) Plans in Indiana

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

Batesville Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants

The Lilly Employee 401(k) Plan $11.1B · 17,583
Elevance Health 401(k) Plan $11.0B · 76,590
Cummins Retirement and Savings Plan $5.7B · 28,381
Iu Health 401(k) Savings Plan $3.9B · 38,575
Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015

Compare Batesville Savings Plan side-by-side with 3 peers →

Batesville Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Medlogix 401(k) Plan in PA ($25M); by covered participants it is Ultimus Fund Solutions, LLC Retirement & Profit Sharing Plan in OH (787 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Medlogix 401(k) Plan (PA) $25M · 290
The Caton Companies Employee Savings and Retirement Plan (VA) $25M · 346
Core Health and Fitness, LLC 401(k) Profit Sharing Plan (WA) $25M · 255
Paymentus Group, Inc. 401(k) Retirement Plan (NC) $25M · 321

Similar participant headcount

Nearest other-state filings by covered participants (787 participants); asset peers above are excluded.

Ultimus Fund Solutions, LLC Retirement & Profit Sharing Plan (OH) 787 · 0 off
Alliance Health, Inc. Retirement Plan (MA) 787 · 0 off
Royal Credit Union 401(k) Plan (WI) 787 · 0 off
Celebrity Home Loans, LLC 401(k) Profit Sharing Plan (VI) 787 · 0 off

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 Batesville Savings Plan assets move in 2023? ▼

Batesville Savings Plan grew sharply - up 22.6% during 2023, from $20M to $25M. Reported net income was $5M.

How have Batesville Services LLC plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Batesville Services LLC's sponsor-wide assets grew 750.4%, from $25M to $210M.

Where does Batesville Savings Plan rank by assets among Form 5500 filers? ▼

Batesville Savings Plan ranks in the 76th 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 Batesville Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Medlogix 401(k) Plan in PA ($25M, 290 participants).

Which 401(k) plans cover a similar participant headcount to Batesville Savings Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Ultimus Fund Solutions, LLC Retirement & Profit Sharing Plan in OH (787 participants, $71M 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 350166166.