401(k) · DOL Form 5500 · 2024

Area Five Agency on Aging & Community Services, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
130
Participants Small participant base
33rd
Percentile by assets National rank
$21,921
Avg per participant Low balance/head
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Official DOL plan name: Area Five Agency 401(k) Plan · Sponsored by Area Five Agency on Aging & Community Services, Inc. · Indiana · Healthcare & Social Assistance

$3M in assets, 130 participants

Area Five Agency on Aging & Community Services, Inc.'s Area Five Agency 401(k) Plan reported $3M in total assets and 130 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,651 in Healthcare & Social Assistance (16,916 peers)

Coverage in Indiana

Area Five Agency 401(k) Plan covers 130 participants in Indiana, about 24% of the average Indiana filer (state average ~541 per filing). Assets: $3M.

#5,651
in Healthcare & Social Assistance (16,916 peers)
-7.0%
assets change YoY

The plan reported a net loss of $215K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Area Five Agency 401(k) Plan among the smaller filed plans by assets

Area Five Agency 401(k) Plan vs every filed plan by assets

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

$2,849,786 33rd percentile higher than 33% 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

Area Five Agency 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. Area Five Agency 401(k) Plan sits mid-pack in the medium band (130 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Area Five Agency 401(k) Plan reported net income fell from $440K in the plan year 2023 filing to -$215K in the plan year 2024 filing.
  • Area Five Agency 401(k) Plan end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Area Five Agency 401(k) Plan reported participants rose from 126 in the plan year 2023 filing to 130 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 237444508 · Area Five Agency on Aging & Community Services, Inc. PY 2024 · 401(k)

Area Five Agency 401(k) Plan · $3M · 130 · 33rd

  • 5500 $3M
  • 5500 130
  • 5500 33rd
  • 5500 401(k)
  • 5500 near Kevin R. Huntington, PC, 401(k) Profit Sharing Plan
  • 5500 ind #5651

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 Healthcare & Social Assistance retirement plans → · Plans in Indiana →

Area Five Agency 401(k) Plan in the asset neighbourhood

Area Five Agency 401(k) Plan$3MKevin R. Huntington, PC, 401(k) Profit Sharing PlanKevin R. Huntington, PC, 401…$3MJ. R. Mcgeachin, Inc 401(k) PlanJ. R. Mcgeachin, Inc 401(k) …$3MCornea Cataract & Laser Center, P.C. 401(k) Plan and TrustCornea Cataract & Laser Cent…$3MInformativ Investment Plan$3M
End-of-year total assets ($M) among Area Five Agency 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$215K
Employer EIN237444508
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Area Five Agency on Aging & Community Services, Inc.)

Sponsor-wide plan assets over time

All Area Five Agency on Aging & Community Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 8.575643473294672% vs 2022
2024 filing year
$2.4M$2.6M$2.8M$3M$3.2M 202220232024 $2.62M $2.85M ▲ +8.8%
Year Plans Participants Total Assets
2022 1 125 $3M
2023 1 126 $3M
2024 1 130 $3M

Nearby 401(k) Plans in Indiana

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

Area Five Agency 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Area Five Agency 401(k) Plan, Total assets ($B): 0.002849786 · Participants: 130Area Five Agency 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
Area Five Agency 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Area Five Agency 401(k) Plan side-by-side with 3 peers →

Area Five Agency 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Kevin R. Huntington, PC, 401(k) Profit Sharing Plan in UT ($3M); by covered participants it is Ameristar Home Care Services L 401(k) Profit Sharing Plan & Trust in NY (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Area Five Agency 401(k) Plan assets move in 2024? ▼
Area Five Agency 401(k) Plan pulled back noticeably - down 7.0% during 2024, from $3M to $3M. Reported net income was -$215K.
How have Area Five Agency on Aging & Community Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Area Five Agency on Aging & Community Services, Inc.'s sponsor-wide assets grew 8.6%, from $3M to $3M.
Which 401(k) plans are similar in size to Area Five Agency 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kevin R. Huntington, PC, 401(k) Profit Sharing Plan in UT ($3M, 14 participants).
Which 401(k) plans cover a similar participant headcount to Area Five Agency 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ameristar Home Care Services L 401(k) Profit Sharing Plan & Trust in NY (130 participants, $21K 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 237444508.

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.