401(k) · DOL Form 5500 · 2023
Martin Brothers Distributing Company, Inc. 401(k) Plan
Data updated 2026-08-25
- $122M
- Total assets Near avg plan size
- 614
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $198,811
- Avg per participant Above avg balance/head
Official DOL plan name: Martin Brothers Distributing Company, Inc. ESOP and 401(k) Plan · Sponsored by Martin Brothers Distributing Company, Inc. · Iowa · Wholesale Trade
$122M in assets, 614 participants
Martin Brothers Distributing Company, Inc.'s Martin Brothers Distributing Company, Inc. ESOP and 401(k) Plan reported $122M in total assets and 614 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #5,928 in Wholesale Trade (6,309 peers)
Where Martin Brothers Distributing Company, Inc. ESOP and 401(k) Plan sits by assets
Martin Brothers Distributing Company, Inc. ESOP and 401(k) Plan sits in the top 10% of all filed plans by assets, $122M for 614 participants (~$198,811/participant), up 6.3% in 2023.
- #5,928
- in Wholesale Trade (6,309 peers)
- +6.3%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Martin Brothers Distributing Company, Inc. ESOP and 401(k) Plan's outsized position by total assets
Martin Brothers Distributing Company, Inc. ESOP and 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$122,069,726 Top 8% higher than 92% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Martin Brothers Distributing Company, Inc. ESOP and 401(k) Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Martin Brothers Distributing Company, Inc. ESOP and 401(k) Plan sits mid-pack in the medium band (614 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Martin Brothers Distributing Company, Inc. ESOP and 401(k) Plan reported net income rose from -$11M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Martin Brothers Distributing Company, Inc. ESOP and 401(k) Plan end-of-year assets rose from $115M in the plan year 2022 filing to $122M in the plan year 2023 filing.
- Martin Brothers Distributing Company, Inc. ESOP and 401(k) Plan reported participants rose from 581 in the plan year 2022 filing to 614 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 420841720 · Martin Brothers Distributing Company, Inc. PY 2023 · 401(k)
Martin Brothers Distributing Company, Inc. ESOP and 401(k) Plan · $122M · 614 · 92nd
- BOY $122M
- BOY 614
- BOY 92nd
- BOY 401(k)
- BOY near Medical Anesthesia Group, P.a. Profit Sharing Plan
- BOY ind #5928
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 →
Martin Brothers Distributing Company, Inc. ESOP and 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $115M |
|---|---|
| Net Assets (End of Year) | $122M |
| Net Income | $7M |
| Employer EIN | 420841720 |
| Plan Effective Date | 1981-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Martin Brothers Distributing Company, Inc.)
Sponsor-wide plan assets over time
All Martin Brothers Distributing Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $118M 3.1775491164630147% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 581 | $115M |
| 2023 | 1 | 614 | $122M |
| 2024 | 1 | 608 | $118M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.1B · 12,827
- Iowa Health System Section 401(k) Retirement Savings Plan $3.0B · 28,959
- The Hy-Vee and Affiliates 401(k) Plan $2.9B · 56,181
- The Rsm US LLP Retirement Plan $2.9B · 14,720
- Transamerica 401(k) Retirement Savings Plan $2.4B · 6,999
Martin Brothers Distributing Company, Inc. ESOP and 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Medical Anesthesia Group, P.a. Profit Sharing Plan in TN ($122M); by covered participants it is Supernus Pharmaceuticals, Inc. 401(k) Profit Sharing Plan in MD (614 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($122M here).
- Medical Anesthesia Group, P.a. Profit Sharing Plan (TN) $122M · 132
- American Bath Group 401(k) Plan (TN) $122M · 5,212
- Floor and Decor Outlets of America, Inc. 401(k) Retirement Plan (GA) $122M · 8,947
- Ipc 401(k) Plan (NJ) $122M · 420
Similar participant headcount
Nearest other-state filings by covered participants (614 participants); asset peers above are excluded.
- Supernus Pharmaceuticals, Inc. 401(k) Profit Sharing Plan (MD) 614 · 0 off
- Bramco Retirement Plan (KY) 614 · 0 off
- Kauffman Engineering 401(k) Employee Savings Plan (IL) 614 · 0 off
- Breckenridge Grand Vacations 401(k) Plan (CO) 614 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.