401(k) · DOL Form 5500 · 2023

Midwest Health Services, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
650
Participants Below avg headcount
32nd
Percentile by assets National rank
$3,380
Avg per participant Low balance/head
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Official DOL plan name: Midwest Health Services, Inc. Safe Harbor 401(k) Plan · Sponsored by Midwest Health Services, Inc. · Ohio · Healthcare & Social Assistance

$2M in assets, 650 participants

Midwest Health Services, Inc.'s Midwest Health Services, Inc. Safe Harbor 401(k) Plan reported $2M in total assets and 650 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,426 in Healthcare & Social Assistance (17,684 peers)

Midwest Health Services, Inc. multi-year trail

Midwest Health Services, Inc.'s plans moved -31.8% in assets from 2022 to 2024; this filing shows Midwest Health Services, Inc. Safe Harbor 401(k) Plan at $2M / 650 participants.

#5,426
in Healthcare & Social Assistance (17,684 peers)
-42.5%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Midwest Health Services, Inc. Safe Harbor 401(k) Plan among the smaller filed plans by assets

Midwest Health Services, Inc. Safe Harbor 401(k) Plan vs every filed plan by assets

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

$2,197,117 32nd percentile higher than 32% 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

Midwest Health Services, Inc. Safe Harbor 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. Midwest Health Services, Inc. Safe Harbor 401(k) Plan sits mid-pack in the medium band (650 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Midwest Health Services, Inc. Safe Harbor 401(k) Plan reported net income fell from -$319K in the plan year 2022 filing to -$2M in the plan year 2023 filing.
  • Midwest Health Services, Inc. Safe Harbor 401(k) Plan end-of-year assets fell from $4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Midwest Health Services, Inc. Safe Harbor 401(k) Plan reported participants fell from 796 in the plan year 2022 filing to 650 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 341876897 · Midwest Health Services, Inc. PY 2023 · 401(k)

Midwest Health Services, Inc. Safe Harbor 401(k) Plan · $2M · 650 · 32nd

  • EOY $2M
  • 5500 650
  • ASSETS 32nd
  • PCT 401(k)
  • EIN near Berks Community Health Center 401(k) Profit Sharing Plan & Trust
  • RANK ind #5426

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 Healthcare & Social Assistance retirement plans → · Plans in Ohio →

Midwest Health Services, Inc. Safe Harbor 401(k) Plan in the asset neighbourhood

Midwest Health Services, Inc. Safe Harbor 401(k) PlanMidwest Health Services, Inc…$2MBerks Community Health Center 401(k) Profit Sharing Plan & TrustBerks Community Health Cente…$2MMee 2 Retirement Plan$2MHome Hospice 401(k) Plan$2MSw Electronics and Manufacturing Corporation 401(k) Profit Sharing PlanSw Electronics and Manufactu…$2M
End-of-year total assets ($M) among Midwest Health Services, Inc. Safe Harbor 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Midwest Health Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Midwest Health Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 31.837643145122758% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $3.82M $2.6M ▼ -31.9%
Year Plans Participants Total Assets
2022 1 796 $4M
2023 1 650 $2M
2024 1 642 $3M

Midwest Health Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$2M
Net Income-$2M
Employer EIN341876897
Plan Effective Date2001-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Midwest Health Services, Inc. Safe Harbor 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Midwest Health Services, Inc. Safe Harbor 401(k) Plan, Total assets ($B): 0.002197117 · Participants: 650Midwest Health Services, Inc. Safe Harbor 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Midwest Health Services, Inc. Safe Harbor 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Midwest Health Services, Inc. Safe Harbor 401(k) Plan side-by-side with 3 peers →

Midwest Health Services, Inc. Safe Harbor 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Berks Community Health Center 401(k) Profit Sharing Plan & Trust in PA ($2M); by covered participants it is Daxko, LLC 401(k) Retirement Plan in AL (650 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (650 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 Midwest Health Services, Inc. Safe Harbor 401(k) Plan assets move in 2023? ▼
Midwest Health Services, Inc. Safe Harbor 401(k) Plan contracted severely - down 42.5% during 2023, from $4M to $2M. Reported net income was -$2M.
How have Midwest Health Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Midwest Health Services, Inc.'s sponsor-wide assets declined 31.8%, from $4M to $3M.
Which 401(k) plans are similar in size to Midwest Health Services, Inc. Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Berks Community Health Center 401(k) Profit Sharing Plan & Trust in PA ($2M, 110 participants).
Which 401(k) plans cover a similar participant headcount to Midwest Health Services, Inc. Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Daxko, LLC 401(k) Retirement Plan in AL (650 participants, $35M 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 341876897.

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.