401(k) · DOL Form 5500 · 2024

Hoosier Energy Rec, Inc. 401(k) Plan

Data updated 2026-08-25

$70M
Total assets Below avg plan size
278
Participants Below avg headcount
88th
Percentile by assets National rank
$251,975
Avg per participant Above avg balance/head
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Official DOL plan name: Retirement Savings Plan of Hoosier Energy Rec, Inc. · Sponsored by Hoosier Energy Rec, Inc. · Indiana · Utilities

$70M in assets, 278 participants

Hoosier Energy Rec, Inc.'s Retirement Savings Plan of Hoosier Energy Rec, Inc. reported $70M in total assets and 278 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #409 in Utilities (732 peers)

Utilities sector rank

Within Utilities, Retirement Savings Plan of Hoosier Energy Rec, Inc. ranks #409 of 732 2024 filers by assets (766% of the sector average)-$70M for 278 participants.

#409
in Utilities (732 peers)
+14.1%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Retirement Savings Plan of Hoosier Energy Rec, Inc.'s outsized position by total assets

Retirement Savings Plan of Hoosier Energy Rec, Inc. vs every filed plan by assets

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

$70,048,953 Top 12% higher than 88% 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

Retirement Savings Plan of Hoosier Energy Rec, Inc. 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. Retirement Savings Plan of Hoosier Energy Rec, Inc. sits mid-pack in the medium band (278 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Retirement Savings Plan of Hoosier Energy Rec, Inc. reported net income rose from $5M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Retirement Savings Plan of Hoosier Energy Rec, Inc. end-of-year assets rose from $61M in the plan year 2023 filing to $70M in the plan year 2024 filing.
  • Retirement Savings Plan of Hoosier Energy Rec, Inc. reported participants rose from 269 in the plan year 2023 filing to 278 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 350411710 · Hoosier Energy Rec, Inc. PY 2024 · 401(k)

Retirement Savings Plan of Hoosier Energy Rec, Inc. · $70M · 278 · 88th

  • TYPE $70M
  • TYPE 278
  • TYPE 88th
  • TYPE 401(k)
  • TYPE near Cobb, Fendley & Associates, Inc. 401(k) Profit Sharing Plan
  • TYPE ind #409

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 Utilities retirement plans → · Plans in Indiana →

Retirement Savings Plan of Hoosier Energy Rec, Inc. in the asset neighbourhood

Aerodyne Industries LLC 401 K Profit Sharing PlanAerodyne Industries LLC 401 …$70MWerner Electric Supply Co. 401(k) Profit Sharing PlanWerner Electric Supply Co. 4…$70MRetirement Savings Plan of Hoosier Energy Rec, Inc.Retirement Savings Plan of H…$70MCobb, Fendley & Associates, Inc. 401(k) Profit Sharing PlanCobb, Fendley & Associates, …$70MInfinity Systems Engineering, LLC 401(k) PlanInfinity Systems Engineering…$70M
End-of-year total assets ($M) among Retirement Savings Plan of Hoosier Energy Rec, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Utilities filing particulars

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$70M
Net Income$9M
Employer EIN350411710
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hoosier Energy Rec, Inc.)

Sponsor-wide plan assets over time

All Hoosier Energy Rec, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$70M 23.37782898097813% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $56.8M $70.1M ▲ +23.4%
Year Plans Participants Total Assets
2022 1 395 $57M
2023 1 269 $61M
2024 1 278 $70M

Nearby 401(k) Plans in Indiana

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

Retirement Savings Plan of Hoosier Energy Rec, Inc. vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Retirement Savings Plan of Hoosier Energy Rec, Inc., Total assets ($B): 0.070048953 · Participants: 278Retirement Savings Plan of Hoosier Energy Rec, Inc.The 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
Retirement Savings Plan of Hoosier Energy Rec, Inc. vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Retirement Savings Plan of Hoosier Energy Rec, Inc. side-by-side with 3 peers →

Retirement Savings Plan of Hoosier Energy Rec, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Cobb, Fendley & Associates, Inc. 401(k) Profit Sharing Plan in TX ($70M); by covered participants it is Evidera 401(k) Plan in MD (278 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (278 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 Retirement Savings Plan of Hoosier Energy Rec, Inc. assets move in 2024? ▼
Retirement Savings Plan of Hoosier Energy Rec, Inc. grew at a solid clip - up 14.1% during 2024, from $61M to $70M. Reported net income was $9M.
How have Hoosier Energy Rec, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hoosier Energy Rec, Inc.'s sponsor-wide assets grew 23.4%, from $57M to $70M.
Where does Retirement Savings Plan of Hoosier Energy Rec, Inc. rank by assets among Form 5500 filers? ▼
Retirement Savings Plan of Hoosier Energy Rec, Inc. ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Retirement Savings Plan of Hoosier Energy Rec, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Cobb, Fendley & Associates, Inc. 401(k) Profit Sharing Plan in TX ($70M, 625 participants).
Which 401(k) plans cover a similar participant headcount to Retirement Savings Plan of Hoosier Energy Rec, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Evidera 401(k) Plan in MD (278 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 350411710.

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.