My Plan Facts

Indiana › Manufacturing › 250 to 499 participants

Form 5500 statement · plan year 1 Jan 2024 to 31 Dec 2024

Intech Trailers, Inc. 401(k) Plan

Sponsored by Intech Trailers, Inc., Nappanee, IN

401(k) plan

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.

$9.3Mnet assets, end of plan year+30% on the year
326participants305 active
$28,600net assets per participantsame-size median $48,746
$1,351employer contributions per active participantsame-size median $2,017

Intech Trailers, Inc. of Nappanee, Indiana sponsors Intech Trailers, Inc. 401(k) Plan, a 401(k) plan. Its Form 5500 for the plan year ending 31 Dec 2024 shows 326 participants (305 active) and $9.3M in net assets.

Net assets came to $28,600 per participant, well below the $48,746 median for defined contribution plans with 250 to 499 participants and well below the $62,303 median for defined contribution plans in manufacturing. The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.

The employer contributed $412K during the year, or $1,351 per active participant against a same-size median of $2,017; participants contributed $1.1M. Benefits paid out totalled $412K.

Schedule C lists 1 service provider organisation paid $5,000 or more, with reported compensation of $100: $0.31 per participant, well below the same-size median of $141. Administrative expenses charged to the plan were $2,125. Schedule C does not capture every cost: fees netted from fund returns and fees the employer pays directly are outside it.

Across the filings on record, net assets went from $953K in 2018 to $9.3M in 2024 (up 878%), and participants from 139 to 326 (up 135%).

The independent accountant's opinion on the financial statements was unmodified (unqualified), from an audit whose scope was limited under ERISA section 103(a)(3)(C) to exclude investment information certified by a bank or insurer.

Compared with similar plans

MeasureThis planSame sizeSame industryAll US DC plans
Net assets per participant$28,600$48,746$62,303$53,102
Employer contributions per active participant$1,351$2,017$2,187$2,175
Schedule C compensation per participant$0.31$141$136$123
Schedule C compensation, share of net assets0.00%0.30%0.24%0.26%
Administrative expenses per participant$6.52$133$131$116

Peer columns are medians for plan year 2024 across defined contribution plans with 100 or more participants: 250 to 499 participants (17,456 plans), manufacturing (11,377) and all US plans (63,460). Fee medians cover plans that report an amount.

Trend by plan year

2018: $953K2019: $1.8M2020: $2.9M2021: $4.2M2022: $4.7M2023: $7.2M2024: $9.3M$953K$9.3M2018202020222024
Net assets at year end
2018: 1392019: 1782020: 2062021: 2502022: 3132023: 3262024: 3261393263262018202020222024
Participants at year end
Plan yearParticipantsNet assetsPer participantEmployer contributionsParticipant contributionsSchedule C compensation
2024326$9.3M$28,601$412K$1.1M$0
2023326$7.2M$22,037$387K$1.0M$0
2022313$4.7M$14,965$353K$878K$0
2021250$4.2M$16,956$273K$681K$0
2020206$2.9M$14,102$210K$521K$0
2019178$1.8M$9,860$159K$388K$0
2018139$953K$6,856$139K$340K$0

Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.

Statement for the year

  • Net assets, beginning of year$7,184,297
  • Employer contributions$411,944
  • Participant contributions$1,111,943
  • Rollovers and other contributions$0
  • Total contributions$1,523,887
  • Total income, including investment results$2,553,490
  • Benefits paid$411,913
  • Administrative expenses$2,125
  • Total expenses$414,038
  • Net income$2,139,452
  • Net transfers$0
  • Net assets, end of year$9,323,749

Participants

  • Active participants305
  • Retired or separated, receiving benefits0
  • Retired or separated, entitled to future benefits21
  • Participants with account balances243
  • Total participants, end of year326

Fees and service providers

$100Schedule C compensation to organisations$100 direct · $0 indirect
$0.31per participantsame-size median $141
0.00%of net assetssame-size median 0.30%
$2,125administrative expenses charged to the plan$6.52 per participant
OrganisationServices reportedDirectIndirect
Capital Group Retirement Plan Svcs.Trustee (directed); Other services$100$0

Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.

Administrative expenses on Schedule H

  • Contract administrator fees$2,025
  • Recordkeeping fees$100
  • Total administrative expenses$2,125

Investment structure

Assets at year end by Schedule H category. The form shows the kind of vehicle holding the money, not the funds on the menu.

  • Registered investment companies (mutual funds)$9.3M · 99.9%
  • Cash (interest and non-interest bearing)$9,424 · 0.1%

Audit and compliance answers, as filed

  • Accountant's opinionUnmodified (unqualified)
  • Audit scope limited under ERISA section 103(a)(3)(C)Yes
  • Accounting firmRSM US LLP
  • Participant contributions reported as transmitted lateNo
  • Covered by a fidelity bondYes, $1,000,000
  • Blackout period during the yearYes

These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.

Plan characteristics

  • 2EProfit-sharing plan
  • 2FERISA section 404(c) plan
  • 2GTotal participant-directed account plan
  • 2JCode section 401(k) feature
  • 2KCode section 401(m) arrangement
  • 2TTotal or partial participant-directed account plan with a default investment account
  • 3BPlan covering self-employed individuals
  • 3DPre-approved pension plan

Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 336210: Motor Vehicle Body & Trailer Mfg.

Similar plans in Indiana

PlanSponsorParticipantsNet assetsPer participant
Indiana Industrial Services, LLC and Affiliates 401(k) PlanIndiana Industrial Services, LLC327$17.6M$53,769
Swp-Jpi-Lef-Swd 401(k) PlanRBK, Inc.320$3.2M$10,054
Hyperion Solutions Emco LLC 401(k) Profit Sharing Plan & TrustHyperion Solutions Emco LLC327$8.3M$25,468
Cap Group 401(k) PlanBedford Machine and Tool, Inc.318$8.7M$27,386
Weg Electric Corp. Retirement Readiness 401(k) PlanWeg Electric Corp.334$5.0M$15,107
Red Spot Paint & Varnish Company, Inc. Employees' 401(k) Savings PlanRed Spot Paint & Varnish Co., Inc.317$75.0M$236,745

Defined contribution plans in manufacturing closest in size.

Questions and answers

How big is Intech Trailers, Inc. 401(k) Plan?

326 participants at the end of the plan year ending 31 Dec 2024, of whom 305 were active employees, with net assets of $9,323,749. Among defined contribution plans that places it in the 250 to 499 participants band, which held 17,456 plans in plan year 2024.

What does Intech Trailers, Inc. contribute per participant?

The filing reports $411,944 in employer contributions for the year, which is $1,351 per active participant; the median for plans of the same type and size was $2,017 in plan year 2024. Form 5500 reports the total only. It does not state the match formula, and the per-participant figure is an average, not any one person's contribution.

What fees does the plan pay and how do they compare?

Schedule C reports $100 in compensation to service provider organisations, $0.31 per participant or 0.00% of net assets. The same-size median among plans reporting any Schedule C compensation was $141 per participant. Administrative expenses on Schedule H were $2,125. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.

Who runs the plan?

The sponsor is Intech Trailers, Inc.. Recordkeeping or administration: Capital Group Retirement Plan Svcs.. Trustee or custodian: Capital Group Retirement Plan Svcs.. The financial statements were audited by RSM US LLP. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.

Was the audit opinion unqualified?

The filing reports an unmodified (unqualified) opinion from a limited-scope audit, in which the accountant did not audit investment information certified by a bank or insurance company. Unmodified (formerly "unqualified") is the standard clean opinion.

How current is this, and does it show my balance?

This is the Form 5500 for the plan year 1 Jan 2024 to 31 Dec 2024, received by the Department of Labor on 22 Aug 2025. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Aug 2026. This page shows the latest filing on record for EIN 27-1881097, plan 001, received 22 Aug 2025; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.