Profit Sharing · DOL Form 5500 · 2023

Mahaska Bottling Company Profit Sharing Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
239
Participants Below avg headcount
65th
Percentile by assets National rank
$57,182
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mahaska Bottling Company 401(k) Plan · Sponsored by Mahaska Bottling Company · Iowa · Wholesale Trade

$14M in assets, 239 participants

Mahaska Bottling Company's Mahaska Bottling Company 401(k) Plan reported $14M in total assets and 239 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #3,711 in Wholesale Trade (6,309 peers)

Coverage in Iowa

Mahaska Bottling Company 401(k) Plan covers 239 participants in Iowa, about 39% of the average Iowa filer (state average ~609 per filing). Assets: $14M.

#3,711
in Wholesale Trade (6,309 peers)
+16.3%
assets growth YoY

Mahaska Bottling Company 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

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

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

$13,666,497 Top 35% higher than 65% 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

Mahaska Bottling Company 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. Mahaska Bottling Company 401(k) Plan sits mid-pack in the medium band (239 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mahaska Bottling Company 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Mahaska Bottling Company 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Mahaska Bottling Company 401(k) Plan reported participants rose from 233 in the plan year 2022 filing to 239 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 420649703 · Mahaska Bottling Company PY 2023 · Profit Sharing

Mahaska Bottling Company 401(k) Plan · $14M · 239 · 65th

  • NET $14M
  • NET 239
  • NET 65th
  • NET Profit Sharing
  • NET near Local 743 Severance and Retirement Plan
  • NET ind #3711

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

Bac #1 Supplemental Retirement FundBac #1 Supplemental Retireme…$14MWarren General Hospital 403(b) Supplemental Pension for Professional EmployeesWarren General Hospital 403(…$14MParker Medical, Inc. Profit Sharing PlanParker Medical, Inc. Profit …$14MMahaska Bottling Company 401(k) PlanMahaska Bottling Company 401…$14MLocal 743 Severance and Retirement PlanLocal 743 Severance and Reti…$14M
End-of-year total assets ($M) among Mahaska Bottling Company 401(k) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
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. 0100200300 1015202530 Total assets ($M) Participants Mahaska Bottling Company 401(k) Plan, Total assets ($M): 13.666497 · Participants: 239Mahaska Bottling Company 401(k) PlanMedtec LLC 401(k) Retirement Plan, Total assets ($M): 25.74045 · Participants: 144Medtec LLC 401(k) Retirement PlanLiberty Pattern Company Profit Sharing Plan, Total assets ($M): 23.373416 · Participants: 13Liberty Pattern Company Profit Sharing PlanNewton Clinic, P.C. Profit Sharing Plan, Total assets ($M): 18.056441 · Participants: 42Newton Clinic, P.C. Profit Sharing PlanPalmer Lutheran Health Center, Inc. 403(b) Plan, Total assets ($M): 17.888494 · Participants: 214Palmer Lutheran Health Center, Inc. 403(b) PlanTs Banking Group Savings Plan, Total assets ($M): 17.363911 · Participants: 247Ts Banking Group Savings Plan
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 Local 743 Severance and Retirement Plan in IL ($14M); by covered participants it is Sensience Retirement and Savings Plan in OH (239 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (239 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 Mahaska Bottling Company 401(k) Plan assets move in 2023? ▼
Mahaska Bottling Company 401(k) Plan grew sharply - up 16.3% during 2023, from $12M to $14M. 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 Local 743 Severance and Retirement Plan in IL ($14M, 3,144 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 Sensience Retirement and Savings Plan in OH (239 participants, $55M 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 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.