401(k) · DOL Form 5500 · 2023

IRA Middleswarth & Son Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
92
Participants Small participant base
33rd
Percentile by assets National rank
$26,876
Avg per participant Low balance/head
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Official DOL plan name: IRA Middleswarth & Son, Inc. 401(k) Plan · Sponsored by IRA Middleswarth & Son Inc. · Pennsylvania · Manufacturing

$2M in assets, 92 participants

IRA Middleswarth & Son Inc.'s IRA Middleswarth & Son, Inc. 401(k) Plan reported $2M in total assets and 92 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #3,184 in Manufacturing (18,722 peers)

IRA Middleswarth & Son Inc. multi-year trail

IRA Middleswarth & Son Inc.'s plans moved +28.8% in assets from 2022 to 2024; this filing shows IRA Middleswarth & Son, Inc. 401(k) Plan at $2M / 92 participants.

#3,184
in Manufacturing (18,722 peers)
+14.1%
assets growth YoY

IRA Middleswarth & Son, Inc. 401(k) Plan among the smaller filed plans by assets

IRA Middleswarth & Son, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,472,567 33rd percentile higher than 33% of 127,068 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 2023

IRA Middleswarth & Son, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. IRA Middleswarth & Son, Inc. 401(k) Plan is a small filing (92 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • IRA Middleswarth & Son, Inc. 401(k) Plan reported net income rose from -$387K in the plan year 2022 filing to $306K in the plan year 2023 filing.
  • IRA Middleswarth & Son, Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • IRA Middleswarth & Son, Inc. 401(k) Plan reported participants rose from 91 in the plan year 2022 filing to 92 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 231553724 · IRA Middleswarth & Son Inc. PY 2023 · 401(k)

IRA Middleswarth & Son, Inc. 401(k) Plan · $2M · 92 · 33rd

  • NET $2M
  • BOOK 92
  • VS-ST 33rd
  • BOY 401(k)
  • SCH near The Kirk Auto Group 401(k) Plan
  • EBSA ind #3184

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 Manufacturing retirement plans → · Plans in Pennsylvania →

IRA Middleswarth & Son, Inc. 401(k) Plan in the asset neighbourhood

IRA Middleswarth & Son, Inc. 401(k) PlanIRA Middleswarth & Son, Inc.…$2MThe Kirk Auto Group 401(k) PlanThe Kirk Auto Group 401(k) P…$2M403(b) Thrift Plan for Employees of Florence Crittenton Agency403(b) Thrift Plan for Emplo…$2MSuper T Transport 401(k) Plan$2MWfn Strategies 401(k) Plan$2M
End-of-year total assets ($M) among IRA Middleswarth & Son, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

IRA Middleswarth & Son Inc. multi-year asset trail

Sponsor-wide plan assets over time

All IRA Middleswarth & Son Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 28.84965001712751% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M$3M 202220232024 $2.17M $2.79M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 91 $2M
2023 1 92 $2M
2024 1 105 $3M

IRA Middleswarth & Son Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$306K
Employer EIN231553724
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

IRA Middleswarth & Son, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants IRA Middleswarth & Son, Inc. 401(k) Plan, Total assets ($B): 0.002472567 · Participants: 92IRA Middleswarth & Son, Inc. 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
IRA Middleswarth & Son, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare IRA Middleswarth & Son, Inc. 401(k) Plan side-by-side with 3 peers →

IRA Middleswarth & Son, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is The Kirk Auto Group 401(k) Plan in MS ($2M); by covered participants it is Melanson, P.C. 401(k) Plan in NH (92 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (92 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did IRA Middleswarth & Son, Inc. 401(k) Plan assets move in 2023? ▼
IRA Middleswarth & Son, Inc. 401(k) Plan grew at a solid clip - up 14.1% during 2023, from $2M to $2M. Reported net income was $306K.
How have IRA Middleswarth & Son Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), IRA Middleswarth & Son Inc.'s sponsor-wide assets grew 28.8%, from $2M to $3M.
Which 401(k) plans are similar in size to IRA Middleswarth & Son, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Kirk Auto Group 401(k) Plan in MS ($2M, 171 participants).
Which 401(k) plans cover a similar participant headcount to IRA Middleswarth & Son, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Melanson, P.C. 401(k) Plan in NH (92 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 231553724.

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.