401(k) · DOL Form 5500 · 2023
Midwest Office Inc. 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 168
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $64,853
- Avg per participant Low balance/head
Official DOL plan name: Midwest Office Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Midwest Office Inc. · Utah · Wholesale Trade
$11M in assets, 168 participants
Midwest Office Inc.'s Midwest Office Inc. 401(k) Profit Sharing Plan and Trust reported $11M in total assets and 168 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.
- #3,338 in Wholesale Trade (6,309 peers)
Coverage in Utah
Midwest Office Inc. 401(k) Profit Sharing Plan and Trust covers 168 participants in Utah, about 28% of the average Utah filer (state average ~592 per filing). Assets: $11M.
- #3,338
- in Wholesale Trade (6,309 peers)
- +15.1%
- assets growth YoY
Midwest Office Inc. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Wholesale Trade and all filers
Midwest Office Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,895,343 Top 40% higher than 60% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Midwest Office Inc. 401(k) Profit Sharing Plan and Trust 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 Office Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (168 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Midwest Office Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Midwest Office Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Midwest Office Inc. 401(k) Profit Sharing Plan and Trust reported participants rose from 154 in the plan year 2022 filing to 168 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 870264761 · Midwest Office Inc. PY 2023 · 401(k)
Midwest Office Inc. 401(k) Profit Sharing Plan and Trust · $11M · 168 · 60th
- TYPE $11M
- TYPE 168
- TYPE 60th
- TYPE 401(k)
- TYPE near First Mode 401(k) Plan
- TYPE ind #3338
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 Utah →
Midwest Office Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $1M |
| Employer EIN | 870264761 |
| Plan Effective Date | 1980-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Midwest Office Inc.)
Sponsor-wide plan assets over time
All Midwest Office Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 28.200103104528505% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 154 | $9M |
| 2023 | 1 | 168 | $11M |
| 2024 | 1 | 176 | $12M |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Intermountain Healthcare Savings Plus 401(k) Plan $6.0B · 46,680
- Deseret 401(k) Plan $5.5B · 24,292
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.7B · 10,088
- Skywest, Inc. Employees' Retirement Plan $1.2B · 15,411
- Autoliv Asp, Inc. Employee Savings and Investment Plan $634M · 4,537
Midwest Office Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is First Mode 401(k) Plan in WA ($11M); by covered participants it is Jenkins Linc-Merc, Inc. 401(k) Plan in FL (168 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- First Mode 401(k) Plan (WA) $11M · 183
- Restated Profit Sharing Plan & Trust of Boston Sand & Gravel Company (MA) $11M · 62
- Team Gillman 401(k) Plan (TX) $11M · 438
- Armorworks Retirement Savings Plan (AZ) $11M · 221
Similar participant headcount
Nearest other-state filings by covered participants (168 participants); asset peers above are excluded.
- Jenkins Linc-Merc, Inc. 401(k) Plan (FL) 168 · 0 off
- Serving Children and Adults in Need, Inc. 401(k) Plan (TX) 168 · 0 off
- Circle Y Saddles, Inc. 401(k) Profit Sharing Plan (TX) 168 · 0 off
- The Marker Group, Inc. 401(k) Plan (TX) 168 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.