Defined Benefit (Pension) · DOL Form 5500 · 2022

Middleby Corporation Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
18
Participants Small participant base
40th
Percentile by assets National rank
$162,158
Avg per participant Above avg balance/head
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Official DOL plan name: Middleby Marshall, Inc. Retirement Plan · Sponsored by Middleby Corporation · Illinois · Manufacturing

$3M in assets, 18 participants

Middleby Corporation's Middleby Marshall, Inc. Retirement Plan reported $3M in total assets and 18 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.

  • #4,787 in Manufacturing (20,602 peers)

Middleby Corporation multi-year trail

Middleby Corporation's plans moved +10.3% in assets from 2022 to 2023; this filing shows Middleby Marshall, Inc. Retirement Plan at $3M / 18 participants.

#4,787
in Manufacturing (20,602 peers)
-5.0%
assets change YoY

The plan reported a net loss of $81K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Middleby Marshall, Inc. Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Middleby Marshall, Inc. Retirement Plan vs every filed plan by assets

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

$2,918,836 40th percentile higher than 40% 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

Middleby Marshall, Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Middleby Marshall, Inc. Retirement Plan is a small filing (18 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 581315813 · Middleby Corporation PY 2022 · Defined Benefit (Pension)

Middleby Marshall, Inc. Retirement Plan · $3M · 18 · 40th

  • TYPE $3M
  • NET 18
  • BOOK 40th
  • VS-ST Defined Benefit (Pension)
  • BOY near Shulman Bastian Defined Benefit Pension Plan
  • SCH ind #4787

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 Illinois →

Middleby Marshall, Inc. Retirement Plan in the asset neighbourhood

Bricklayers Pension Fund of West VirginiaBricklayers Pension Fund of …$3MMiddleby Marshall, Inc. Retirement PlanMiddleby Marshall, Inc. Reti…$3MShulman Bastian Defined Benefit Pension PlanShulman Bastian Defined Bene…$3MMontclair Child Development Center, Inc. Defined Benefit PlanMontclair Child Development …$3MCalifornia Retirement Plans, Inc. Cash Balance PlanCalifornia Retirement Plans,…$3M
End-of-year total assets ($M) among Middleby Marshall, Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Middleby Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Middleby Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$3M 10.323087696602345% vs 2022
2023 filing year
$2.8M$2.9M$3M$3.1M$3.2M$3.3M 20222023 $2.92M $3.22M ▲ +10.3%
Year Plans Participants Total Assets
2022 1 18 $3M
2023 1 17 $3M

Middleby Corporation filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$81K
Employer EIN581315813
Plan Effective Date1979-12-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Illinois

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Middleby Marshall, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1001020304050 Total assets ($B) Participants Middleby Marshall, Inc. Retirement Plan, Total assets ($B): 0.002918836 · Participants: 18Middleby Marshall, Inc. Retirement PlanCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 42.629770802 · Participants: 50096Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 32.129102809 · Participants: 49052State Farm Insurance Companies Retirement Plan for United States EmployeesUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.958716532 · Participants: 20170United Food & Commercial Workers Intl Union - Industry Pension FundJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.304502684 · Participants: 0John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 6.770339506 · Participants: 16809Abbott Laboratories Annuity Retirement Plan
Middleby Marshall, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Middleby Marshall, Inc. Retirement Plan side-by-side with 3 peers →

Middleby Marshall, Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Shulman Bastian Defined Benefit Pension Plan in CA ($3M); by covered participants it is Roadrunner Glass Company, Inc. Retirement Plan in AZ (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Middleby Marshall, Inc. Retirement Plan assets move in 2022? ▼
Middleby Marshall, Inc. Retirement Plan pulled back noticeably - down 5.0% during 2022, from $3M to $3M. Reported net income was -$81K.
How have Middleby Corporation plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Middleby Corporation's sponsor-wide assets grew 10.3%, from $3M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Middleby Marshall, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Shulman Bastian Defined Benefit Pension Plan in CA ($3M, 10 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Middleby Marshall, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Roadrunner Glass Company, Inc. Retirement Plan in AZ (18 participants, $2M 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 581315813.

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.