401(k) · DOL Form 5500 · 2022

Midwest Holding Group, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
713
Participants Below avg headcount
81st
Percentile by assets National rank
$35,354
Avg per participant Low balance/head
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Official DOL plan name: Millis Transfer 401(k) Savings Plan · Sponsored by Midwest Holding Group, Inc. · Wisconsin · Transportation & Warehousing

$25M in assets, 713 participants

Midwest Holding Group, Inc.'s Millis Transfer 401(k) Savings Plan reported $25M in total assets and 713 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #3,114 in Transportation & Warehousing (3,876 peers)

Where Millis Transfer 401(k) Savings Plan sits by assets

Millis Transfer 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $25M for 713 participants (~$35,354/participant), down 10.4% in 2022.

#3,114
in Transportation & Warehousing (3,876 peers)
-10.4%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Millis Transfer 401(k) Savings Plan's outsized position by total assets

Millis Transfer 401(k) Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$25,207,472 Top 19% higher than 81% of 139,123 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 2022

Millis Transfer 401(k) Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Millis Transfer 401(k) Savings Plan sits mid-pack in the medium band (713 participants).

Published 5500 schedule card

Filing strip 270959179 · Midwest Holding Group, Inc. PY 2022 · 401(k)

Millis Transfer 401(k) Savings Plan · $25M · 713 · 81st

  • PART $25M
  • PART 713
  • PART 81st
  • PART 401(k)
  • PART near Em Specialists, P.a. 401(k) Plan
  • PART ind #3114

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 Transportation & Warehousing retirement plans → · Plans in Wisconsin →

Millis Transfer 401(k) Savings Plan in the asset neighbourhood

Millis Transfer 401(k) Savings PlanMillis Transfer 401(k) Savin…$25MEm Specialists, P.a. 401(k) PlanEm Specialists, P.a. 401(k) …$25MPhilly Shipyard 401(k) Plan$25MWest Texas Rehabilitation Center Employees 401(k) Profit Sharing PlanWest Texas Rehabilitation Ce…$25MRedpath and Company, Ltd. 401(k) Profit Sharing PlanRedpath and Company, Ltd. 40…$25M
End-of-year total assets ($M) among Millis Transfer 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$25M
Net Income-$3M
Employer EIN270959179
Plan Effective Date2019-08-21
Filing StatusFILING RECEIVED

Sponsor Plan History (Midwest Holding Group, Inc.)

Sponsor-wide plan assets over time

All Midwest Holding Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 1.0099941795036012% vs 2022
2024 filing year
$24M$25M$26M$27M$28M 202220232024 $25.2M $25M ▼ -1.0%
Year Plans Participants Total Assets
2022 1 713 $25M
2023 1 668 $28M
2024 2 1,275 $25M

Nearby 401(k) Plans in Wisconsin

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

Millis Transfer 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Millis Transfer 401(k) Savings Plan, Total assets ($B): 0.025207472 · Participants: 713Millis Transfer 401(k) Savings PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Millis Transfer 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Millis Transfer 401(k) Savings Plan side-by-side with 3 peers →

Millis Transfer 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Em Specialists, P.a. 401(k) Plan in KS ($25M); by covered participants it is North Texas Contracting, Inc 401(k) Savings Plan in TX (713 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (713 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Millis Transfer 401(k) Savings Plan assets move in 2022? ▼
Millis Transfer 401(k) Savings Plan pulled back noticeably - down 10.4% during 2022, from $28M to $25M. Reported net income was -$3M.
How have Midwest Holding Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Midwest Holding Group, Inc.'s sponsor-wide assets declined 1.0%, from $25M to $25M.
Where does Millis Transfer 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Millis Transfer 401(k) Savings Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Millis Transfer 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Em Specialists, P.a. 401(k) Plan in KS ($25M, 44 participants).
Which 401(k) plans cover a similar participant headcount to Millis Transfer 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is North Texas Contracting, Inc 401(k) Savings Plan in TX (713 participants, $6M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 270959179.

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.