401(k) · DOL Form 5500 · 2022

Midwest Refrigerated Services, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
429
Participants Below avg headcount
67th
Percentile by assets National rank
$25,345
Avg per participant Low balance/head
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Official DOL plan name: Midwest Refrigerated 401(k) Plan · Sponsored by Midwest Refrigerated Services, Inc. · Wisconsin · Transportation & Warehousing

$11M in assets, 429 participants

Midwest Refrigerated Services, Inc.'s Midwest Refrigerated 401(k) Plan reported $11M in total assets and 429 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #2,670 in Transportation & Warehousing (3,876 peers)

Midwest Refrigerated Services, Inc. multi-year trail

Midwest Refrigerated Services, Inc.'s plans moved +44.8% in assets from 2022 to 2024; this filing shows Midwest Refrigerated 401(k) Plan at $11M / 429 participants.

#2,670
in Transportation & Warehousing (3,876 peers)
-22.4%
assets change YoY

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.

Midwest Refrigerated 401(k) Plan's outsized position by total assets

Midwest Refrigerated 401(k) Plan vs every filed plan by assets

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

$10,873,137 Top 33% higher than 67% 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

Midwest Refrigerated 401(k) 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. Midwest Refrigerated 401(k) Plan sits mid-pack in the medium band (429 participants).

EBSA filing schedule strip

Filing strip 061805408 · Midwest Refrigerated Services, Inc. PY 2022 · 401(k)

Midwest Refrigerated 401(k) Plan · $11M · 429 · 67th

  • PART $11M
  • PART 429
  • PART 67th
  • PART 401(k)
  • PART near Nally & Hamilton Enterprises, Inc. 401(k) Profit Sharing Plan
  • PART ind #2670

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 →

Midwest Refrigerated 401(k) Plan in the asset neighbourhood

Midwest Refrigerated 401(k) PlanMidwest Refrigerated 401(k) …$11MNally & Hamilton Enterprises, Inc. 401(k) Profit Sharing PlanNally & Hamilton Enterprises…$11MLhc, Incorporated/Thompson River Lumber 401(k) Profit Sharing PlanLhc, Incorporated/Thompson R…$11MLehigh Heavy Forge Corporation Union 401(k) Savings Plan & TrustLehigh Heavy Forge Corporati…$11MFord Construction Company Profit Sharing PlanFord Construction Company Pr…$11M
End-of-year total assets ($M) among Midwest Refrigerated 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Midwest Refrigerated Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Midwest Refrigerated Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 44.78557568068902% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $10.9M $15.7M ▲ +44.8%
Year Plans Participants Total Assets
2022 1 429 $11M
2023 1 324 $13M
2024 1 346 $16M

Midwest Refrigerated Services, Inc. filing trail (2022)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$11M
Net Income-$3M
Employer EIN061805408
Plan Effective Date2008-09-22
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Midwest Refrigerated 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Midwest Refrigerated 401(k) Plan, Total assets ($B): 0.010873137 · Participants: 429Midwest Refrigerated 401(k) 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
Midwest Refrigerated 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Midwest Refrigerated 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Nally & Hamilton Enterprises, Inc. 401(k) Profit Sharing Plan in KY ($11M); by covered participants it is Magnate Holdings, LLC 401(k) Plan in OR (429 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (429 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 Midwest Refrigerated 401(k) Plan assets move in 2022?
Midwest Refrigerated 401(k) Plan declined sharply - down 22.4% during 2022, from $14M to $11M. Reported net income was -$3M.
How have Midwest Refrigerated Services, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Midwest Refrigerated Services, Inc.'s sponsor-wide assets grew 44.8%, from $11M to $16M.
Which 401(k) plans are similar in size to Midwest Refrigerated 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Nally & Hamilton Enterprises, Inc. 401(k) Profit Sharing Plan in KY ($11M, 193 participants).
Which 401(k) plans cover a similar participant headcount to Midwest Refrigerated 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Magnate Holdings, LLC 401(k) Plan in OR (429 participants, $23M in assets).