401(k) · DOL Form 5500 · 2023

Martin's Bulk Milk Services, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
251
Participants Below avg headcount
54th
Percentile by assets National rank
$32,540
Avg per participant Low balance/head
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Official DOL plan name: Martin's Bulk Milk Service, Inc. Savings Plan · Sponsored by Martin's Bulk Milk Services, Inc. · Wisconsin · Transportation & Warehousing

$8M in assets, 251 participants

Martin's Bulk Milk Services, Inc.'s Martin's Bulk Milk Service, Inc. Savings Plan reported $8M in total assets and 251 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #1,844 in Transportation & Warehousing (3,362 peers)

Coverage in Wisconsin

Martin's Bulk Milk Service, Inc. Savings Plan covers 251 participants in Wisconsin, about 45% of the average Wisconsin filer (state average ~563 per filing). Assets: $8M.

#1,844
in Transportation & Warehousing (3,362 peers)
-3.1%
assets change YoY

The plan reported a net loss of $258K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Martin's Bulk Milk Service, Inc. Savings Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Martin's Bulk Milk Service, Inc. Savings Plan vs every filed plan by assets

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

$8,167,487 Top 46% higher than 54% 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

Martin's Bulk Milk Service, Inc. 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. Martin's Bulk Milk Service, Inc. Savings Plan sits mid-pack in the medium band (251 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Martin's Bulk Milk Service, Inc. Savings Plan reported net income rose from -$2M in the plan year 2022 filing to -$258K in the plan year 2023 filing.
  • Martin's Bulk Milk Service, Inc. Savings Plan reported participants rose from 243 in the plan year 2022 filing to 251 in the plan year 2023 filing.
  • Martin's Bulk Milk Service, Inc. Savings Plan end-of-year assets fell from $8M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 391301505 · Martin's Bulk Milk Services, Inc. PY 2023 · 401(k)

Martin's Bulk Milk Service, Inc. Savings Plan · $8M · 251 · 54th

  • ASSETS $8M
  • ASSETS 251
  • ASSETS 54th
  • ASSETS 401(k)
  • ASSETS near J & M Plating, Inc. Employee Retirement Plan
  • ASSETS ind #1844

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 →

Martin's Bulk Milk Service, Inc. Savings Plan in the asset neighbourhood

Martin's Bulk Milk Service, Inc. Savings PlanMartin's Bulk Milk Service, …$8MJ & M Plating, Inc. Employee Retirement PlanJ & M Plating, Inc. Employee…$8MArsht Center 401(k) Plan$8MHealthcare Bluebook 401(k) PlanHealthcare Bluebook 401(k) P…$8MEast Coast Lumber Company, Inc. 401(k) PlanEast Coast Lumber Company, I…$8M
End-of-year total assets ($M) among Martin's Bulk Milk Service, Inc. Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income-$258K
Employer EIN391301505
Plan Effective Date1995-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Martin's Bulk Milk Services, Inc.)

Sponsor-wide plan assets over time

All Martin's Bulk Milk Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 8.178977069748308% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M 202220232024 $8.43M $9.11M ▲ +8.1%
Year Plans Participants Total Assets
2022 1 243 $8M
2023 1 251 $8M
2024 1 250 $9M

Nearby 401(k) Plans in Wisconsin

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

Martin's Bulk Milk Service, Inc. Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Martin's Bulk Milk Service, Inc. Savings Plan, Total assets ($B): 0.008167487 · Participants: 251Martin's Bulk Milk Service, Inc. 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
Martin's Bulk Milk Service, Inc. Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Martin's Bulk Milk Service, Inc. Savings Plan side-by-side with 3 peers →

Martin's Bulk Milk Service, Inc. Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is J & M Plating, Inc. Employee Retirement Plan in IL ($8M); by covered participants it is Drata Inc. 401(k) Plan in CA (251 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 (251 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 Martin's Bulk Milk Service, Inc. Savings Plan assets move in 2023? ▼
Martin's Bulk Milk Service, Inc. Savings Plan edged down modestly - down 3.1% during 2023, from $8M to $8M. Reported net income was -$258K.
How have Martin's Bulk Milk Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Martin's Bulk Milk Services, Inc.'s sponsor-wide assets grew 8.2%, from $8M to $9M.
Which 401(k) plans are similar in size to Martin's Bulk Milk Service, Inc. Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is J & M Plating, Inc. Employee Retirement Plan in IL ($8M, 73 participants).
Which 401(k) plans cover a similar participant headcount to Martin's Bulk Milk Service, Inc. Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Drata Inc. 401(k) Plan in CA (251 participants, $8M 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 391301505.

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.