401(k) · DOL Form 5500 · 2023

The State Group Industrial USA Limited 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
220
Participants Below avg headcount
63rd
Percentile by assets National rank
$54,582
Avg per participant Low balance/head
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Official DOL plan name: The State Group Industrial (USA) Limited 401(k) Plan · Sponsored by The State Group Industrial USA Limited · Indiana · Professional & Technical Services

$12M in assets, 220 participants

The State Group Industrial USA Limited's The State Group Industrial (USA) Limited 401(k) Plan reported $12M in total assets and 220 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,531 in Professional & Technical Services (20,321 peers)

Coverage in Indiana

The State Group Industrial (USA) Limited 401(k) Plan covers 220 participants in Indiana, about 41% of the average Indiana filer (state average ~541 per filing). Assets: $12M.

#12,531
in Professional & Technical Services (20,321 peers)
+27.6%
assets growth YoY

The State Group Industrial (USA) Limited 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

The State Group Industrial (USA) Limited 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$12,008,138 Top 37% higher than 63% of 127,068 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 2023

The State Group Industrial (USA) Limited 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The State Group Industrial (USA) Limited 401(k) Plan sits mid-pack in the medium band (220 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The State Group Industrial (USA) Limited 401(k) Plan reported net income rose from $11K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The State Group Industrial (USA) Limited 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • The State Group Industrial (USA) Limited 401(k) Plan reported participants rose from 188 in the plan year 2022 filing to 220 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 980361702 · The State Group Industrial USA Limited PY 2023 · 401(k)

The State Group Industrial (USA) Limited 401(k) Plan · $12M · 220 · 63rd

  • EIN $12M
  • RANK 220
  • PHOTO 63rd
  • IND 401(k)
  • EOY near Equibrand Corporation 401(k) Profit Sharing Plan
  • 5500 ind #12531

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 Professional & Technical Services retirement plans → · Plans in Indiana →

The State Group Industrial (USA) Limited 401(k) Plan in the asset neighbourhood

The State Group Industrial (USA) Limited 401(k) PlanThe State Group Industrial (…$12MEquibrand Corporation 401(k) Profit Sharing PlanEquibrand Corporation 401(k)…$12MNorthwest Clinic for Children, P.a. 401(k) Profit Sharing PlanNorthwest Clinic for Childre…$12MBuilding Industry Association 401(k) PlanBuilding Industry Associatio…$12MMac Property Management 401(k) Savings PlanMac Property Management 401(…$12M
End-of-year total assets ($M) among The State Group Industrial (USA) Limited 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN980361702
Plan Effective Date1997-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The State Group Industrial USA Limited)

Sponsor-wide plan assets over time

All The State Group Industrial USA Limited plans reported in each filing year

Latest sponsor-wide plan assets
$16M 72.40948742347373% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $9.41M $16.2M ▲ +72.5%
Year Plans Participants Total Assets
2022 1 188 $9M
2023 1 220 $12M
2024 1 301 $16M

Nearby 401(k) Plans in Indiana

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

The State Group Industrial (USA) Limited 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants The State Group Industrial (USA) Limited 401(k) Plan, Total assets ($B): 0.012008138 · Participants: 220The State Group Industrial (USA) Limited 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
The State Group Industrial (USA) Limited 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare The State Group Industrial (USA) Limited 401(k) Plan side-by-side with 3 peers →

The State Group Industrial (USA) Limited 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Equibrand Corporation 401(k) Profit Sharing Plan in TX ($12M); by covered participants it is Dennelisse Corporation 401(k) Plan in NY (220 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (220 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The State Group Industrial (USA) Limited 401(k) Plan assets move in 2023? ▼
The State Group Industrial (USA) Limited 401(k) Plan grew sharply - up 27.6% during 2023, from $9M to $12M. Reported net income was $3M.
How have The State Group Industrial USA Limited plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The State Group Industrial USA Limited's sponsor-wide assets grew 72.4%, from $9M to $16M.
Which 401(k) plans are similar in size to The State Group Industrial (USA) Limited 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Equibrand Corporation 401(k) Profit Sharing Plan in TX ($12M, 206 participants).
Which 401(k) plans cover a similar participant headcount to The State Group Industrial (USA) Limited 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dennelisse Corporation 401(k) Plan in NY (220 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 980361702.

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.