401(k) · DOL Form 5500 · 2024

Georg Utz 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
132
Participants Small participant base
48th
Percentile by assets National rank
$52,855
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Georg Utz 401(k) Plan · Sponsored by Georg Utz · Indiana · Manufacturing

$7M in assets, 132 participants

Georg Utz's Georg Utz 401(k) Plan reported $7M in total assets and 132 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #5,725 in Manufacturing (17,777 peers)

Coverage in Indiana

Georg Utz 401(k) Plan covers 132 participants in Indiana, about 24% of the average Indiana filer (state average ~541 per filing). Assets: $7M.

#5,725
in Manufacturing (17,777 peers)
+33.1%
assets growth YoY

Georg Utz 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Georg Utz 401(k) Plan vs every filed plan by assets

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

$6,976,804 48th percentile higher than 48% 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

Georg Utz 401(k) 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. Georg Utz 401(k) Plan sits mid-pack in the medium band (132 participants).

DOL schedule card

Filing strip 300153086 · Georg Utz PY 2024 · 401(k)

Georg Utz 401(k) Plan · $7M · 132 · 48th

  • BOOK $7M
  • VS-ST 132
  • BOY 48th
  • SCH 401(k)
  • EBSA near Massana, Inc. Employees Savings Trust
  • PART ind #5725

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 →

Georg Utz 401(k) Plan in the asset neighbourhood

Georg Utz 401(k) Plan$7MMassana, Inc. Employees Savings TrustMassana, Inc. Employees Savi…$7MCentral Baptist Village Retirement Savings PlanCentral Baptist Village Reti…$7MSchulze and Burch Production Employee 401(k) PlanSchulze and Burch Production…$7MFarther Finance, Inc. 401(k) PlanFarther Finance, Inc. 401(k)…$7M
End-of-year total assets ($M) among Georg Utz 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN300153086
Plan Effective Date2004-06-21
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Georg Utz 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Georg Utz 401(k) Plan, Total assets ($B): 0.006976804 · Participants: 132Georg Utz 401(k) 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
Georg Utz 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Georg Utz 401(k) Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest 401(k) by assets is Massana, Inc. Employees Savings Trust in GA ($7M); by covered participants it is Oiwk 401(k) Profit Sharing Plan in KY (132 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (132 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 Georg Utz 401(k) Plan assets move in 2024? ▼
Georg Utz 401(k) Plan surged - up 33.1% during 2024, from $5M to $7M. Reported net income was $2M.
Which 401(k) plans are similar in size to Georg Utz 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Massana, Inc. Employees Savings Trust in GA ($7M, 126 participants).
Which 401(k) plans cover a similar participant headcount to Georg Utz 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Oiwk 401(k) Profit Sharing Plan in KY (132 participants, N/A 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 300153086.

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.