401(k) · DOL Form 5500 · 2024
Batesville Services LLC 401(k) Plan
Data updated 2026-08-25
- $210M
- Total assets Near avg plan size
- 429
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $490,401
- Avg per participant High balance/head
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.
- #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.
- #953
- in Management of Enterprises (1,133 peers)
- +750.4%
- assets growth YoY
- 2.1×
- vs typical plan assets (national mean)
Batesville Savings Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Batesville Savings 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. Batesville Savings Plan sits mid-pack in the medium band (429 participants).
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.
DOL schedule card
Filing strip 350166166 · Batesville Services LLC PY 2024 · 401(k)
Batesville Savings Plan · $210M · 429 · 94th
- PCT $210M
- PCT 429
- PCT 94th
- PCT 401(k)
- PCT near Enlink Midstream Operating, LP 401(k) Trust
- PCT ind #953
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 Management of Enterprises retirement plans → · Plans in Indiana →
Batesville Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $210M |
| Net Income | $23M |
| Employer EIN | 350166166 |
| Plan Effective Date | 2008-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Batesville Services LLC)
Sponsor-wide plan assets over time
All Batesville Services LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $210M 750.373088900591% vs 2023
- 2024 filing year
| 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.
- 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
Batesville Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Enlink Midstream Operating, LP 401(k) Trust in TX ($210M); by covered participants it is Nederman Holding USA, Inc. 401(k) Plan in NC (429 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($210M here).
- Enlink Midstream Operating, LP 401(k) Trust (TX) $210M · 1,076
- Daugherty Systems, Inc. 401(k) Plan (MO) $210M · 1,346
- Doctors Hospital at Renaissance 401(k) Plan (TX) $210M · 5,429
- Mannington 401(k) Retirement Savings Plan (NJ) $211M · 2,022
Similar participant headcount
Nearest other-state filings by covered participants (429 participants); asset peers above are excluded.
- Nederman Holding USA, Inc. 401(k) Plan (NC) 429 · 0 off
- Longbridge Financial LLC 401(k) Profit Sharing Plan (NJ) 429 · 0 off
- Premier America Retirement and Savings Plan (CA) 429 · 0 off
- Orrstown Bank 401(k) Plan (PA) 429 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.