401(k) · DOL Form 5500 · 2023

Mid-Wisconsin Beverage, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
87
Participants Small participant base
56th
Percentile by assets National rank
$99,932
Avg per participant Below avg balance/head
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Official DOL plan name: Mid-Wisconsin Beverage, Inc. 401(k) Savings Plan · Sponsored by Mid-Wisconsin Beverage, Inc. · Wisconsin · Wholesale Trade

$9M in assets, 87 participants

Mid-Wisconsin Beverage, Inc.'s Mid-Wisconsin Beverage, Inc. 401(k) Savings Plan reported $9M in total assets and 87 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #2,946 in Wholesale Trade (6,309 peers)

Mid-Wisconsin Beverage, Inc. multi-year trail

Mid-Wisconsin Beverage, Inc.'s plans moved +45.0% in assets from 2022 to 2024; this filing shows Mid-Wisconsin Beverage, Inc. 401(k) Savings Plan at $9M / 87 participants.

#2,946
in Wholesale Trade (6,309 peers)
+26.4%
assets growth YoY

Mid-Wisconsin Beverage, Inc. 401(k) Savings Plan's mid-pack asset rank among Wholesale Trade and all filers

Mid-Wisconsin Beverage, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$8,694,077 Top 44% higher than 56% 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

Mid-Wisconsin Beverage, Inc. 401(k) Savings 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. Mid-Wisconsin Beverage, Inc. 401(k) Savings Plan is a small filing (87 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mid-Wisconsin Beverage, Inc. 401(k) Savings Plan reported net income rose from -$873K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Mid-Wisconsin Beverage, Inc. 401(k) Savings Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Mid-Wisconsin Beverage, Inc. 401(k) Savings Plan reported participants fell from 89 in the plan year 2022 filing to 87 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 390986035 · Mid-Wisconsin Beverage, Inc. PY 2023 · 401(k)

Mid-Wisconsin Beverage, Inc. 401(k) Savings Plan · $9M · 87 · 56th

  • RANK $9M
  • RANK 87
  • RANK 56th
  • RANK 401(k)
  • RANK near Babst Calland Clements & Zomnir, P.C. Associates Profit Sharing 401(k) Plan II
  • RANK ind #2946

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 Wisconsin →

Mid-Wisconsin Beverage, Inc. 401(k) Savings Plan in the asset neighbourhood

Mid-Wisconsin Beverage, Inc. 401(k) Savings PlanMid-Wisconsin Beverage, Inc.…$9MBabst Calland Clements & Zomnir, P.C. Associates Profit Sharing 401(k) Plan IIBabst Calland Clements & Zom…$9MIgel Technology Corporation 401(k) Profit Sharing Plan and TrustIgel Technology Corporation …$9MTarget Steel Inc., 401(k) PlanTarget Steel Inc., 401(k) Pl…$9MTechnogym Related Companies 401(k) PlanTechnogym Related Companies …$9M
End-of-year total assets ($M) among Mid-Wisconsin Beverage, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mid-Wisconsin Beverage, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Mid-Wisconsin Beverage, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 44.964157992789424% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $6.88M $9.97M ▲ +44.9%
Year Plans Participants Total Assets
2022 1 89 $7M
2023 1 87 $9M
2024 1 94 $10M

Mid-Wisconsin Beverage, Inc. filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN390986035
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Mid-Wisconsin Beverage, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Mid-Wisconsin Beverage, Inc. 401(k) Savings Plan, Total assets ($B): 0.008694077 · Participants: 87Mid-Wisconsin Beverage, Inc. 401(k) 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
Mid-Wisconsin Beverage, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Mid-Wisconsin Beverage, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Mid-Wisconsin Beverage, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Babst Calland Clements & Zomnir, P.C. Associates Profit Sharing 401(k) Plan II in PA ($9M); by covered participants it is Landrum & Brown 401(k) and Profit Sharing Plan in OH (87 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (87 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 Mid-Wisconsin Beverage, Inc. 401(k) Savings Plan assets move in 2023? ▼
Mid-Wisconsin Beverage, Inc. 401(k) Savings Plan grew sharply - up 26.4% during 2023, from $7M to $9M. Reported net income was $2M.
How have Mid-Wisconsin Beverage, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mid-Wisconsin Beverage, Inc.'s sponsor-wide assets grew 45.0%, from $7M to $10M.
Which 401(k) plans are similar in size to Mid-Wisconsin Beverage, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Babst Calland Clements & Zomnir, P.C. Associates Profit Sharing 401(k) Plan II in PA ($9M, 38 participants).
Which 401(k) plans cover a similar participant headcount to Mid-Wisconsin Beverage, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Landrum & Brown 401(k) and Profit Sharing Plan in OH (87 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 390986035.

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.