State by plan year
Indiana retirement plan filings, 2009
Plan years beginning in 2009, as filed with the Department of Labor.
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.
For plan years beginning in 2009, 4,019 pension plans based in Indiana filed the full Form 5500, 1,667 of them with 100 or more participants (1,466 defined contribution, 201 defined benefit).
Those filings reported 1,477,775 participant records and $53.8B in net assets, 1.1% of the national total. Employers contributed $2.49B, participants $1.68B, and $3.91B was paid in benefits.
126 filings were marked as a plan's first return and 221 as its final return. A further 8,238 small plans filed the short Form 5500-SF, with 196,790 participants and $7.87B in net assets.
Indiana and the United States, 2009
| Measure | Indiana | United States | Indiana share |
|---|---|---|---|
| Pension plans on Form 5500 | 4,019 | 268,688 | 1.5% |
| Plans with 100+ participants | 1,667 | 78,568 | 2.1% |
| Participant records | 1,477,775 | 120,918,276 | 1.2% |
| Net assets | $53.8B | $4.93T | 1.1% |
| Employer contributions | $2.49B | $194.9B | 1.3% |
| Participant contributions | $1.68B | $141.7B | 1.2% |
| Benefits paid | $3.91B | $371.8B | 1.1% |
| First returns | 126 | 9,791 | 1.3% |
| Final returns | 221 | 13,371 | 1.7% |
| Small plans on Form 5500-SF | 8,238 | 450,102 | 1.8% |
Median plan, 2009
| Plans with 100+ participants | IN: DC | US: DC | IN: DB | US: DB |
|---|---|---|---|---|
| Net assets per participant | $20,173 | $20,408 | $29,906 | $32,733 |
| Employer contributions per active participant | $738 | $826 | $3,817 | $4,973 |
| Schedule C compensation per participant | $40.30 | $29.92 | $157 | $165 |
| Administrative expenses per participant | $23.69 | $19.80 | $192 | $217 |
All Indiana plans, providers and the largest plans
Questions and answers
How many retirement plans filed in Indiana for 2009?
4,019 pension plans on the full Form 5500 (1,667 with 100 or more participants) and 8,238 small plans on Form 5500-SF.
How many new and terminated plans were there?
126 full-form filings were marked as a first return and 221 as a final return. A final return is filed when a plan terminates or merges into another plan.
What was the median plan like?
The median defined contribution plan with 100 or more participants held $20,173 per participant, and the median employer contribution was $738 per active participant.
Why is the state the sponsor's state?
Form 5500 records the plan sponsor's address, not where participants live. A national employer's plan is counted once, in the state of its headquarters filing address.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 and Form 5500-SF research files for 2009, public domain, with filings received through 24 Aug 2026. First and final returns are the filer's own check-boxes on the form. See the methodology.