401(k) · DOL Form 5500 · 2023

Medwest Associates, Inc 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
99
Participants Small participant base
53rd
Percentile by assets National rank
$78,133
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Medwest Associates, Inc. Profit Sharing Plan · Sponsored by Medwest Associates, Inc · Illinois · Manufacturing

$8M in assets, 99 participants

Medwest Associates, Inc's Medwest Associates, Inc. Profit Sharing Plan reported $8M in total assets and 99 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #7,098 in Manufacturing (18,722 peers)

2023 asset change

Medwest Associates, Inc. Profit Sharing Plan grew sharply 25.7% in 2023 ($6M → $8M) for 99 participants.

#7,098
in Manufacturing (18,722 peers)
+25.7%
assets growth YoY

Medwest Associates, Inc. Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers

Medwest Associates, Inc. Profit Sharing Plan vs every filed plan by assets

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

$7,735,214 Top 47% higher than 53% 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

Medwest Associates, Inc. Profit Sharing 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. Medwest Associates, Inc. Profit Sharing Plan is a small filing (99 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Medwest Associates, Inc. Profit Sharing Plan reported net income rose from -$274K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Medwest Associates, Inc. Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Medwest Associates, Inc. Profit Sharing Plan reported participants fell from 101 in the plan year 2022 filing to 99 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 363853061 · Medwest Associates, Inc PY 2023 · 401(k)

Medwest Associates, Inc. Profit Sharing Plan · $8M · 99 · 53rd

  • VS-ST $8M
  • VS-ST 99
  • VS-ST 53rd
  • VS-ST 401(k)
  • VS-ST near Archways to Retirement 401(k) Plan
  • VS-ST ind #7098

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 →

Medwest Associates, Inc. Profit Sharing Plan in the asset neighbourhood

Medwest Associates, Inc. Profit Sharing PlanMedwest Associates, Inc. Pro…$8MArchways to Retirement 401(k) PlanArchways to Retirement 401(k…$8MPerfect Health 401(k) Plan$8MVisitpittsburgh 401(k) Plan$8MGeneral Plumbing Supply Company Inc South 401(k) Profit Sharing PlanGeneral Plumbing Supply Comp…$8M
End-of-year total assets ($M) among Medwest Associates, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Medwest Associates, Inc years around the 2023 move

Sponsor-wide plan assets over time

All Medwest Associates, Inc plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$5M$10M 202220232024 $6.16M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 101 $6M
2023 1 99 $8M
2024 1 105 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN363853061
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Medwest Associates, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Medwest Associates, Inc. Profit Sharing Plan, Total assets ($B): 0.007735214 · Participants: 99Medwest Associates, Inc. Profit Sharing PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Medwest Associates, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Medwest Associates, Inc. Profit Sharing Plan side-by-side with 3 peers →

Medwest Associates, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Archways to Retirement 401(k) Plan in OR ($8M); by covered participants it is Arj Infusion Services, Inc. Employees Savings Trust in KS (99 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (99 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 Medwest Associates, Inc. Profit Sharing Plan assets move in 2023? ▼
Medwest Associates, Inc. Profit Sharing Plan grew sharply - up 25.7% during 2023, from $6M to $8M. Reported net income was $2M.
Which 401(k) plans are similar in size to Medwest Associates, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Archways to Retirement 401(k) Plan in OR ($8M, 1,068 participants).
Which 401(k) plans cover a similar participant headcount to Medwest Associates, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Arj Infusion Services, Inc. Employees Savings Trust in KS (99 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 363853061.

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.