401(k) · DOL Form 5500 · 2024
Star Financial Group, Inc. 401(k) Plan
Data updated 2026-08-11
- $59M
- Total assets
- 474
- Participants
- 86th
- Percentile by assets
- $123,949
- Avg per participant
Official DOL plan name: Star Financial Group, Inc. 401(k) Savings Plan · Sponsored by Star Financial Group, Inc. · Indiana · Finance & Insurance
$59M in assets, 474 participants
Star Financial Group, Inc.'s Star Financial Group, Inc. 401(k) Savings Plan reported $59M in total assets and 474 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- 86th percentile by assets (of 123,622 plans)
- #6,672 in Finance & Insurance (8,549 peers)
Where Star Financial Group, Inc. 401(k) Savings Plan sits by assets
Star Financial Group, Inc. 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $59M for 474 participants (~$123,949/participant), up 9.2% in 2024.
- $59M
- total plan assets (2024 EOY)
- 474
- covered participants
- 86th
- percentile by assets (of 123,622 plans)
- $123,949
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Star Financial Group, Inc. 401(k) Savings Plan reported net income fell from $9M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Star Financial Group, Inc. 401(k) Savings Plan end-of-year assets rose from $54M in the plan year 2023 filing to $59M in the plan year 2024 filing.
- Star Financial Group, Inc. 401(k) Savings Plan reported participants fell from 486 in the plan year 2023 filing to 474 in the plan year 2024 filing.
Star Financial Group, Inc. 401(k) Savings Plan vs the 2024 asset distribution
By assets, Star Financial Group, Inc. 401(k) Savings Plan outranks 86% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $54M |
|---|---|
| Net Assets (End of Year) | $59M |
| Net Income | $5M |
| Employer EIN | 351658268 |
| Plan Effective Date | 1984-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Star Financial Group, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 452 | $45M |
| 2023 | 1 | 486 | $54M |
| 2024 | 1 | 474 | $59M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Star Financial Group, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
- The Lilly Employee 401(k) Plan $13.1B · 19,977
- Elevance Health 401(k) Plan $12.1B · 73,120
- Cummins Retirement and Savings Plan $6.4B · 30,272
- Iu Health 401(k) Savings Plan $4.5B · 38,460
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Star Financial Group, Inc. 401(k) Savings Plan by total assets, not by location.
Frequently Asked Questions
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Next read for Star Financial Group, Inc. 401(k) Saving…
Scale reading
Ways to act on Star Financial Group, Inc. 401(k) Savings Plan's numbers.
- By total assets, Star Financial Group, Inc. 401(k) Savings Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Indiana. Compare plans
- Star Financial Group, Inc.'s sponsor-wide assets have grown 30.7% since 2022 across 3 plan years on file. More Finance & Insurance plans