Profit Sharing · DOL Form 5500 · 2022

Mahaska Bottling Company Profit Sharing Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
233
Participants Below avg headcount
68th
Percentile by assets National rank
$50,451
Avg per participant Low balance/head
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Official DOL plan name: Mahaska Bottling Company 401(k) Plan · Sponsored by Mahaska Bottling Company · Iowa · Wholesale Trade

$12M in assets, 233 participants

Mahaska Bottling Company's Mahaska Bottling Company 401(k) Plan reported $12M in total assets and 233 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,210 in Wholesale Trade (6,843 peers)

Coverage in Iowa

Mahaska Bottling Company 401(k) Plan covers 233 participants in Iowa, about 38% of the average Iowa filer (state average ~609 per filing). Assets: $12M.

#4,210
in Wholesale Trade (6,843 peers)
-14.9%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mahaska Bottling Company 401(k) Plan's outsized position by total assets

Mahaska Bottling Company 401(k) Plan vs every filed plan by assets

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

$11,754,977 Top 32% higher than 68% 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

Mahaska Bottling Company 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. Mahaska Bottling Company 401(k) Plan sits mid-pack in the medium band (233 participants).

Plan-year Form 5500 strip

Filing strip 420649703 · Mahaska Bottling Company PY 2022 · Profit Sharing

Mahaska Bottling Company 401(k) Plan · $12M · 233 · 68th

  • PHOTO $12M
  • PHOTO 233
  • PHOTO 68th
  • PHOTO Profit Sharing
  • PHOTO near Aspyr Media 401(k) Plan
  • PHOTO ind #4210

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 Wholesale Trade retirement plans → · Plans in Iowa →

Mahaska Bottling Company 401(k) Plan in the asset neighbourhood

Great River Productions, Inc. Profit Sharing PlanGreat River Productions, Inc…$12MAspyr Media 401(k) Plan$12MMahaska Bottling Company 401(k) PlanMahaska Bottling Company 401…$12MAssociated Builders and Contractors, Inc Utah Chapter MepAssociated Builders and Cont…$12MGreat Lakes Behavioral Research Institute Employee Pension PlanGreat Lakes Behavioral Resea…$12M
End-of-year total assets ($M) among Mahaska Bottling Company 401(k) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Iowa filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$12M
Net Income-$2M
Employer EIN420649703
Plan Effective Date1992-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mahaska Bottling Company)

Sponsor-wide plan assets over time

All Mahaska Bottling Company plans reported in each filing year

Latest sponsor-wide plan assets
$15M 23.41096031068372% vs 2022
2024 filing year
$11M$12M$13M$14M$15M 202220232024 $11.8M $14.5M ▲ +23.5%
Year Plans Participants Total Assets
2022 1 233 $12M
2023 1 239 $14M
2024 1 262 $15M

Nearby Profit Sharing Plans in Iowa

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Mahaska Bottling Company 401(k) Plan vs. nearby Profit Sharing plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20002004006008001000 10152025 Total assets ($M) Participants Mahaska Bottling Company 401(k) Plan, Total assets ($M): 11.754977 · Participants: 233Mahaska Bottling Company 401(k) PlanLiberty Pattern Company Profit Sharing Plan, Total assets ($M): 21.182486 · Participants: 12Liberty Pattern Company Profit Sharing PlanCambridge Investment Group, Inc. Profit Sharing Plan, Total assets ($M): 17.001274 · Participants: 772Cambridge Investment Group, Inc. Profit Sharing PlanPalmer Lutheran Health Center, Inc. 403(b) Plan, Total assets ($M): 16.565021 · Participants: 219Palmer Lutheran Health Center, Inc. 403(b) PlanTs Banking Group Savings Plan, Total assets ($M): 14.749988 · Participants: 227Ts Banking Group Savings PlanHwh Corporation Employees' Profit Sharing Plan and Trust, Total assets ($M): 14.268608 · Participants: 80Hwh Corporation Employees' Profit Sharing Plan and Trust
Mahaska Bottling Company 401(k) Plan vs. nearby Profit Sharing plans in Iowa, assets vs. participants
Compare Mahaska Bottling Company 401(k) Plan side-by-side with 3 peers →

Mahaska Bottling Company 401(k) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Iowa, the nearest Profit Sharing by assets is Aspyr Media 401(k) Plan in TX ($12M); by covered participants it is Mitchell & Stark Construction Co., Inc. Employees' Profit Sharing and Investment Plan in IN (233 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (233 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 Mahaska Bottling Company 401(k) Plan assets move in 2022? ▼
Mahaska Bottling Company 401(k) Plan pulled back noticeably - down 14.9% during 2022, from $14M to $12M. Reported net income was -$2M.
How have Mahaska Bottling Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mahaska Bottling Company's sponsor-wide assets grew 23.4%, from $12M to $15M.
Which Profit Sharing plans are similar in size to Mahaska Bottling Company 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Aspyr Media 401(k) Plan in TX ($12M, 143 participants).
Which Profit Sharing plans cover a similar participant headcount to Mahaska Bottling Company 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Mitchell & Stark Construction Co., Inc. Employees' Profit Sharing and Investment Plan in IN (233 participants, $11M 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 420649703.

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.