Back to filter
Original filing (PDF)20251006175300NAL0002079283001
WEARLY MONUMENTS, INC.
Form 5500-SF
FILING_RECEIVED
WEARLY MONUMENTS, INC. EMPLOYEES' PENSION PLAN
Defined-benefit pension plan
Active participants
4
Accounts w/ balance
—
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
75
Participation health
100
Knocking points off
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEARLY MONUMENTS, INC..
Plan sponsor
Name
WEARLY MONUMENTS, INC.
EIN
35-1282332
Address
4000 KILGORE AVENUE · MUNCIE, IN · 47304
Phone
(765) 284-9796
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-03-15
Tax period
2025-03-14
Filed
2025-10-06
Pension benefit codes
1B · Flat-dollar DB formula
1I · Frozen plan — no new benefit accrual
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Manufacturing plans
VISION COLOR, LLC
VISION COLOR, LLC 401(K) PROFIT SHARING PLAN
$1.7M · 38 participants
PORTO EXIM USA, LLC DBA ARMINA STONE
PORTO EXIM USA, LLC 401(K) PLAN
$1.8M · 81 participants
PEC FRICTION FIGHTERS CORPORATION
PEC FRICTION FIGHTERS CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST
$1.8M · 8 participants
THE MOSHER COMPANY, INC.
THE MOSHER COMPANY, INC. PROFIT SHARING PLAN AND TRUST
$1.8M · 7 participants
QUIRING MONUMENTS, INC.
QUIRING MONUMENTS, INC. 401K PROFIT SHARING PLAN
$1.8M · 26 participants
KEENER SAND & CLAY CO.
KEENER SAND & CLAY RETIREMENT PLAN
$1.7M · 6 participants
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants