401(k) · DOL Form 5500 · 2024

Batesville Services LLC 401(k) Plan

Data updated 2026-08-11

$210M
Total assets
429
Participants
94th
Percentile by assets
$490,401
Avg per participant
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Official DOL plan name: Batesville Savings Plan · Sponsored by Batesville Services LLC · Indiana · Management of Enterprises

$210M in assets, 429 participants

Batesville Services LLC's Batesville Savings Plan reported $210M in total assets and 429 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • 94th percentile by assets (of 123,622 plans)
  • #953 in Management of Enterprises (1,133 peers)

Where Batesville Savings Plan sits by assets

Batesville Savings Plan sits in the top 10% of all filed plans by assets, $210M for 429 participants (~$490,401/participant), up 750.4% in 2024.

$210M
total plan assets (2024 EOY)
429
covered participants
94th
percentile by assets (of 123,622 plans)
$490,401
avg assets per participant

Where Batesville Savings Plan sits by total assets

Batesville Savings Plan vs every filed plan by assets

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

$210,381,860 Top 6% higher than 94% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Batesville Savings Plan end-of-year assets rose from $25M in the plan year 2023 filing to $210M in the plan year 2024 filing.
  • Batesville Savings Plan reported net income rose from $5M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Batesville Savings Plan reported participants fell from 787 in the plan year 2023 filing to 429 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Batesville Savings Plan vs the 2024 asset distribution

By assets, Batesville Savings Plan outranks 94% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.1x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$210M
Net Income$23M
Employer EIN350166166
Plan Effective Date2008-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Batesville Services LLC)

$0M$100M$200M$300M 20232024 $24.7M $210M ▲ +750.4%
Total plan assets by year, all Batesville Services LLC plans on file
Year Plans Participants Total Assets
2023 1 787 $25M
2024 1 429 $210M

Nearby 401(k) Plans in Indiana

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

Batesville Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants

Batesville Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Batesville Savings P…The Lilly Employee 4…Elevance Health 401(…Cummins Retirement a…Iu Health 401(k) Sav…Steel Dynamics, Inc.…
Batesville Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Batesville Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Batesville Savings Plan assets move in 2024?
Batesville Savings Plan surged - up 750.4% during 2024, from $25M to $210M. Reported net income was $23M.
How have Batesville Services LLC plan assets changed over time?
Across 2 plan years on file (2023-2024), Batesville Services LLC's sponsor-wide assets grew 750.4%, from $25M to $210M.
Where does Batesville Savings Plan rank by assets among Form 5500 filers?
Batesville Savings Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Batesville Savings Plan?
Among 401(k) plans in other states, the closest by assets is Enlink Midstream Operating, LP 401(k) Trust in TX ($210M, 1,076 participants).

Scale reading

Ways to act on Batesville Savings Plan's numbers.