401(k) · DOL Form 5500 · 2024

Batesville Tool & Die, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
415
Participants Below avg headcount
73rd
Percentile by assets National rank
$57,114
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Batesville Tool & Die, Inc. Employees' Retirement Savings Plan · Sponsored by Batesville Tool & Die, Inc. · Indiana · Manufacturing

$24M in assets, 415 participants

Batesville Tool & Die, Inc.'s Batesville Tool & Die, Inc. Employees' Retirement Savings Plan reported $24M in total assets and 415 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #11,309 in Manufacturing (17,777 peers)

2024 asset change

Batesville Tool & Die, Inc. Employees' Retirement Savings Plan declined sharply 24.2% in 2024 ($31M → $24M) for 415 participants.

#11,309
in Manufacturing (17,777 peers)
-24.2%
assets change YoY

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Batesville Tool & Die, Inc. Employees' Retirement Savings Plan's outsized position by total assets

Batesville Tool & Die, Inc. Employees' Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$23,702,516 Top 27% higher than 73% of 123,620 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 2024

Batesville Tool & Die, Inc. Employees' Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Batesville Tool & Die, Inc. Employees' Retirement Savings Plan sits mid-pack in the medium band (415 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Batesville Tool & Die, Inc. Employees' Retirement Savings Plan reported net income fell from $5M in the plan year 2023 filing to -$8M in the plan year 2024 filing.
  • Batesville Tool & Die, Inc. Employees' Retirement Savings Plan end-of-year assets fell from $31M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • Batesville Tool & Die, Inc. Employees' Retirement Savings Plan reported participants fell from 514 in the plan year 2023 filing to 415 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 351444312 · Batesville Tool & Die, Inc. PY 2024 · 401(k)

Batesville Tool & Die, Inc. Employees' Retirement Savings Plan · $24M · 415 · 73rd

  • VS-ST $24M
  • VS-ST 415
  • VS-ST 73rd
  • VS-ST 401(k)
  • VS-ST near Zumba Fitness LLC. 401(k) Plan
  • VS-ST ind #11309

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 →

Batesville Tool & Die, Inc. Employees' Retirement Savings Plan in the asset neighbourhood

Websterrogers LLP 401(k) Plan & TrustWebsterrogers LLP 401(k) Pla…$24MRmk Management 401(k) Plan$24MBatesville Tool & Die, Inc. Employees' Retirement Savings PlanBatesville Tool & Die, Inc. …$24MZumba Fitness LLC. 401(k) PlanZumba Fitness LLC. 401(k) Pl…$24MRecordati Rare Diseases 401(k) PlanRecordati Rare Diseases 401(…$24M
End-of-year total assets ($M) among Batesville Tool & Die, Inc. Employees' Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Batesville Tool & Die, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Batesville Tool & Die, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 8.723030181550646% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $26M $23.7M ▼ -8.7%
Year Plans Participants Total Assets
2022 1 466 $26M
2023 1 514 $31M
2024 1 415 $24M

2024 asset-move particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$24M
Net Income-$8M
Employer EIN351444312
Plan Effective Date1986-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Batesville Tool & Die, Inc. Employees' Retirement Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Batesville Tool & Die, Inc. Employees' Retirement Savings Plan, Total assets ($B): 0.023702516 · Participants: 415Batesville Tool & Die, Inc. Employees' Retirement Savings PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Batesville Tool & Die, Inc. Employees' Retirement Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Batesville Tool & Die, Inc. Employees' Retirement Savings Plan side-by-side with 3 peers →

Batesville Tool & Die, Inc. Employees' Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Zumba Fitness LLC. 401(k) Plan in FL ($24M); by covered participants it is Sesco Lighting, Inc. 401(k) Profit Sharing Plan in FL (415 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (415 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Batesville Tool & Die, Inc. Employees' Retirement Savings Plan assets move in 2024? ▼
Batesville Tool & Die, Inc. Employees' Retirement Savings Plan declined sharply - down 24.2% during 2024, from $31M to $24M. Reported net income was -$8M.
How have Batesville Tool & Die, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Batesville Tool & Die, Inc.'s sponsor-wide assets declined 8.7%, from $26M to $24M.
Which 401(k) plans are similar in size to Batesville Tool & Die, Inc. Employees' Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Zumba Fitness LLC. 401(k) Plan in FL ($24M, 161 participants).
Which 401(k) plans cover a similar participant headcount to Batesville Tool & Die, Inc. Employees' Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sesco Lighting, Inc. 401(k) Profit Sharing Plan in FL (415 participants, $24M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 351444312.

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.