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Benchmarking Campagna Academy Pension & Savings Plan in Schererville, IN against all plans

 

Campagna Academy Pension & Savings Plan in Schererville, IN has the 9th-least in total assets ($1,840,921) of the 54 plans in the Great Lakes area whose industry group is Individual and Family Services. Those $1,840,921 compare to an average of $4,694,642 across the 54 plans.

Note: total assets = total noninterest-bearing cash + receivables - employer contributions + receivables - participant contributions + other receivables (not employer nor participant contributions) + interest-bearing cash (e.g., money market accounts, certificates of deposit) + U.S. government securities + corporate debt instruments (preferred & other than employer securities) + corporate debt instruments (below preferred & other than employer securities) + corporate preferred stocks (other than employer securities) + corporate common stocks (other than employer securities) + partnership/joint venture interests + real estate (other than employer real property) + loans (other than to participants) + participant loans + value of interest in common/collective trusts + value of interest in pooled separate accounts + value of interest in master trust investment accounts + value of interest in 103-12 investment entities + value of interest in registered investment companies (e.g., mutual funds) + value of funds held in insurance company general account (unallocated contracts) + other general investments + employer-related securities investments + employer-related real-property investments + buildings and other property used in plan operation

Campagna Academy Pension & Savings Plan has these standings among those 54 peer plans:

  • total assets = $1,840,921 (9th-least)

  • total noninterest-bearing cash = $0 (the least, tied)

  • receivables - employer contributions = $0 (the least in, tied)

  • receivables - participant contributions = $85 (7th-most)

  • other receivables (not employer nor participant contributions) = $0 (the least in, tied)

  • interest-bearing cash (e.g., money market accounts, certificates of deposit) = $61,106 (6th-most)

  • U.S. government securities = $0.0K (the least in, tied)

  • corporate debt instruments (preferred & other than employer securities) = $0 (the least in, tied)

  • corporate debt instruments (below preferred & other than employer securities) = $0 (the least in, tied)

  • corporate preferred stocks (other than employer securities) = $0 (the least in, tied)

  • corporate common stocks (other than employer securities) = $0 (the least in, tied)

  • partnership/joint venture interests = $0 (the least in, tied)

  • real estate (other than employer real property) = $0 (the least in, tied)

  • loans (other than to participants) = $0 (the least in, tied)

  • participant loans = $28,040 (21st-most)

  • value of interest in common/collective trusts = $0 (the lowest, tied)

  • value of interest in pooled separate accounts = $0 (the lowest, tied)

  • value of interest in master trust investment accounts = $0.0K (the lowest, tied)

  • value of interest in 103-12 investment entities = $0 (the lowest, tied)

  • value of interest in registered investment companies (e.g., mutual funds) = $1.80M (20th-lowest)

  • value of funds held in insurance company general account (unallocated contracts) = $0 (the lowest, tied)

  • other general investments = $0 (the least in, tied)

  • employer-related securities investments = $0 (the least in, tied)

  • employer-related real-property investments = $0 (the least in, tied)

  • buildings and other property used in plan operation = $0 (the least in, tied)

Visualize

 
 

Peers

outdone by Children & Family Services Corp. 401(K) Plan in Vincennes, IN ($1,263,602), Lifedesigns, Inc. Retirement Plan in Bloomington, IN ($1,431,766), Difference Principle, Inc. Employee Retirement Plan in Milwaukee, WI ($1,445,140), and Youth Opportunity Retirement Plan in Carmel, IN ($1,493,218), and 4 others, ending with Options In Community Living 401(K) Plan in Madison, WI ($1,690,724).

outdid Crosspoint 401(K) Retirement Plan in Danville, IL ($1,973,816), Eagle Village, Inc. 401k Plan in Hersey, MI ($2,100,961), Early Autism Services, LLC 401(K) Plan in Lagrange Park, IL ($2,231,492), and Vala Companies Retirement Plan in Springfield, IL ($2,236,317), and 41 others, ending with Cicoa Aging & In-Home Solutions, Inc. 401(K) Plan in Indianapolis, IN ($8,837,945).

References

  1. whose industry group is. The industry group is the first four digits from the six-digit NAICS business code, Line 2d in Form 5500, which best describes the nature of the plan sponsor’s business, from the available list. If more than one employer or employee organization is involved, filers are asked to enter the business code for the main business activity of the employer and/or employee organizations. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
  2. in region. The 9 regions with their corresponding states or other geographic entities are: New England (CT ME MA NH RI VT), Mid Atlantic (DE DC MD NJ NY PA), Great Lakes (IL IN MI OH WI), Plains (IA KS MN MO NE ND SD), Southeast (AL AR FL GA KY LA MS NC SC TN VA WV), Southwest (AZ NM OK TX), Rocky Mountains (CO ID MT UT WY), Far West (AK CA HI NV OR WA), and Outlying Areas (VI PR GU AS MP). Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
  3. total assets. At end of plan year. Line 1f(b) from Schedule H. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.