401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$31M
Total assets Below avg plan size
514
Participants Below avg headcount
80th
Percentile by assets National rank
$60,265
Avg per participant Low balance/head
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Official DOL plan name: Batesville Tool & Die, Inc. Employees' Retirement Savings Plan · Sponsored by Batesville Tool & Die, Inc. · Indiana · Manufacturing

$31M in assets, 514 participants

Batesville Tool & Die, Inc.'s Batesville Tool & Die, Inc. Employees' Retirement Savings Plan reported $31M in total assets and 514 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.

  • #13,411 in Manufacturing (18,722 peers)

Where Batesville Tool & Die, Inc. Employees' Retirement Savings Plan sits by assets

Batesville Tool & Die, Inc. Employees' Retirement Savings Plan sits in the top quartile of all filed plans by assets, $31M for 514 participants (~$60,265/participant), up 19.3% in 2023.

#13,411
in Manufacturing (18,722 peers)
+19.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$30,976,348 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

Batesville Tool & Die, Inc. Employees' Retirement 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 Tool & Die, Inc. Employees' Retirement Savings Plan sits mid-pack in the medium band (514 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Batesville Tool & Die, Inc. Employees' Retirement Savings Plan reported net income rose from $2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Batesville Tool & Die, Inc. Employees' Retirement Savings Plan end-of-year assets rose from $26M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Batesville Tool & Die, Inc. Employees' Retirement Savings Plan reported participants rose from 466 in the plan year 2022 filing to 514 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 351444312 · Batesville Tool & Die, Inc. PY 2023 · 401(k)

Batesville Tool & Die, Inc. Employees' Retirement Savings Plan · $31M · 514 · 80th

  • BOY $31M
  • BOY 514
  • BOY 80th
  • BOY 401(k)
  • BOY near Solidarity Center Retirement Plan
  • BOY ind #13411

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

Batesville Tool & Die, Inc. Employees' Retirement Savings PlanBatesville Tool & Die, Inc. …$31MSolidarity Center Retirement PlanSolidarity Center Retirement…$31MReliant Community Federal Credit Union 401(k) PlanReliant Community Federal Cr…$31MAalberts Surface Technologies 401(k) PlanAalberts Surface Technologie…$31MApplied Control Equipment 401(k) PlanApplied Control Equipment 40…$31M
End-of-year total assets ($M) among Batesville Tool & Die, Inc. Employees' Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$31M
Net Income$5M
Employer EIN351444312
Plan Effective Date1986-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Batesville Tool & Die, Inc.)

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

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. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Batesville Tool & Die, Inc. Employees' Retirement Savings Plan, Total assets ($B): 0.030976348 · Participants: 514Batesville Tool & Die, Inc. Employees' Retirement Savings 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
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 Solidarity Center Retirement Plan in DC ($31M); by covered participants it is Boys & Girls Clubs of America National 401(k) Plan in GA (514 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (514 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 Batesville Tool & Die, Inc. Employees' Retirement Savings Plan assets move in 2023? ▼
Batesville Tool & Die, Inc. Employees' Retirement Savings Plan grew sharply - up 19.3% during 2023, from $26M to $31M. Reported net income was $5M.
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.
Where does Batesville Tool & Die, Inc. Employees' Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Batesville Tool & Die, Inc. Employees' Retirement Savings Plan 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 Batesville Tool & Die, Inc. Employees' Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Solidarity Center Retirement Plan in DC ($31M, 143 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 Boys & Girls Clubs of America National 401(k) Plan in GA (514 participants, $88M 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 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.