Other
2022 plan-year Other DOL Form 5500

Midwest Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Board of Trustees - Midwest Pension Plan · Illinois · Manufacturing

What the 2023 filing shows

Midwest Pension Plan holds $132M for 1,758 participants — about $75,131 per participant, down 10.5% over the 2022 plan year.

$132M
total plan assets (2022 EOY)
1,758
covered participants
$75,131
avg assets per participant
-10.5%
assets change YoY

The plan reported a net loss of $16M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$132M
Participants
1,758
State
Industry
Manufacturing

What the Filing Says About Midwest Pension Plan

Midwest Pension Plan is a Other retirement plan sponsored by Board of Trustees - Midwest Pension Plan, headquartered in Illinois. As of the 2022 Form 5500 filing, the plan reports $132M in total end-of-year assets and covers 1,758 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 366512748, and the plan has been effective since 1967-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $148M at the beginning of 2022 to $132M at year-end — a decline of 10.5%. Net assets (after liabilities) closed the year at $132M, with reported net income of $-15,654,341 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$148M
Total Assets (End of Year)$132M
Net Assets (End of Year)$132M
Net Income$-15,654,341
Plan TypeOther
Employer EIN366512748
Plan Effective Date1967-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees - Midwest Pension Plan)

Year Plans Participants Total Assets
2022 1 1,758 $132M
2023 1 1,707 $127M
2024 1 1,725 $123M

Nearby Other Plans in Illinois

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Midwest Pension Plan?
As of the 2022 Form 5500 filing, Midwest Pension Plan holds $132M in total assets with 1,758 participants. It is sponsored by Board of Trustees - Midwest Pension Plan.
What type of plan is Midwest Pension Plan?
Midwest Pension Plan is a Other plan. It has been effective since 1967-07-01. The plan is filed with the U.S. Department of Labor under EIN 366512748.
Who sponsors the Midwest Pension Plan?
Midwest Pension Plan is sponsored by Board of Trustees - Midwest Pension Plan, located in Illinois. The sponsor's EIN is 366512748 and the plan operates in the Manufacturing industry.
How did Midwest Pension Plan perform in 2022?
Midwest Pension Plan declined by 10.5% during 2022, moving from $148M to $132M in total assets. Net income was $-15,654,341.
Where can I find official filings for Midwest Pension Plan?
Official Form 5500 filings for Midwest Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 366512748 or plan name at efast.dol.gov.
How does Midwest Pension Plan compare to other plans?
You can compare Midwest Pension Plan against other Other plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 366512748.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.