401(k) · DOL Form 5500 · 2023

Midwest Holding Group, Inc. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
668
Participants Below avg headcount
78th
Percentile by assets National rank
$41,434
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Millis Transfer 401(k) Savings Plan · Sponsored by Midwest Holding Group, Inc. · Wisconsin · Transportation & Warehousing

$28M in assets, 668 participants

Midwest Holding Group, Inc.'s Millis Transfer 401(k) Savings Plan reported $28M in total assets and 668 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #2,585 in Transportation & Warehousing (3,362 peers)

Where Millis Transfer 401(k) Savings Plan sits by assets

Millis Transfer 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $28M for 668 participants (~$41,434/participant), up 9.8% in 2023.

#2,585
in Transportation & Warehousing (3,362 peers)
+9.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Millis Transfer 401(k) Savings Plan's outsized position by total assets

Millis Transfer 401(k) Savings Plan vs every filed plan by assets

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

$27,677,828 Top 22% higher than 78% 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

Millis Transfer 401(k) Savings 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. Millis Transfer 401(k) Savings Plan sits mid-pack in the medium band (668 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Millis Transfer 401(k) Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Millis Transfer 401(k) Savings Plan end-of-year assets rose from $25M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Millis Transfer 401(k) Savings Plan reported participants fell from 713 in the plan year 2022 filing to 668 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 270959179 · Midwest Holding Group, Inc. PY 2023 · 401(k)

Millis Transfer 401(k) Savings Plan · $28M · 668 · 78th

  • IND $28M
  • IND 668
  • IND 78th
  • IND 401(k)
  • IND near Frontwave Credit Union Retirement Plan
  • IND ind #2585

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 →

Millis Transfer 401(k) Savings Plan in the asset neighbourhood

Millis Transfer 401(k) Savings PlanMillis Transfer 401(k) Savin…$28MFrontwave Credit Union Retirement PlanFrontwave Credit Union Retir…$28MLeppo, Inc. Profit Sharing and 401(k) PlanLeppo, Inc. Profit Sharing a…$28MAirx Climate Solutions, Inc. 401(k) PlanAirx Climate Solutions, Inc.…$28MAmount 401(k) Plan$28M
End-of-year total assets ($M) among Millis Transfer 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$28M
Net Income$2M
Employer EIN270959179
Plan Effective Date2019-08-21
Filing StatusFILING RECEIVED

Sponsor Plan History (Midwest Holding Group, Inc.)

Sponsor-wide plan assets over time

All Midwest Holding Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 1.0099941795036012% vs 2022
2024 filing year
$24M$25M$26M$27M$28M 202220232024 $25.2M $25M ▼ -1.0%
Year Plans Participants Total Assets
2022 1 713 $25M
2023 1 668 $28M
2024 2 1,275 $25M

Nearby 401(k) Plans in Wisconsin

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

Millis Transfer 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Millis Transfer 401(k) Savings Plan, Total assets ($B): 0.027677828 · Participants: 668Millis Transfer 401(k) Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Millis Transfer 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Millis Transfer 401(k) Savings Plan side-by-side with 3 peers →

Millis Transfer 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Frontwave Credit Union Retirement Plan in CA ($28M); by covered participants it is Iconex 401(k) Plan in GA (668 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (668 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 Millis Transfer 401(k) Savings Plan assets move in 2023? ▼
Millis Transfer 401(k) Savings Plan grew at a solid clip - up 9.8% during 2023, from $25M to $28M. Reported net income was $2M.
How have Midwest Holding Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Midwest Holding Group, Inc.'s sponsor-wide assets declined 1.0%, from $25M to $25M.
Where does Millis Transfer 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Millis Transfer 401(k) Savings Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Millis Transfer 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Frontwave Credit Union Retirement Plan in CA ($28M, 255 participants).
Which 401(k) plans cover a similar participant headcount to Millis Transfer 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Iconex 401(k) Plan in GA (668 participants, $29M 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 270959179.

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.