401(k) · DOL Form 5500 · 2023
The Middleby Corporation 401(k) Plan
Data updated 2026-08-25
- $339M
- Total assets Above avg plan size
- 5,428
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $62,431
- Avg per participant Low balance/head
Official DOL plan name: The Middleby Corporation Profit Sharing Plan · Sponsored by The Middleby Corporation · Illinois · Manufacturing
$339M in assets, 5,428 participants
The Middleby Corporation's The Middleby Corporation Profit Sharing Plan reported $339M in total assets and 5,428 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #17,666 in Manufacturing (18,722 peers)
Coverage in Illinois
The Middleby Corporation Profit Sharing Plan covers 5,428 participants in Illinois, 7.0x the typical Illinois plan (state average ~779 per filing). Assets: $339M.
- #17,666
- in Manufacturing (18,722 peers)
- +23.1%
- assets growth YoY
- 3.4×
- vs typical plan assets (national mean)
The Middleby Corporation Profit Sharing Plan's outsized position by total assets
The Middleby Corporation Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$338,877,766 Top 4% higher than 96% 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
The Middleby Corporation Profit Sharing Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Middleby Corporation Profit Sharing Plan lands in the large band (5,428 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Middleby Corporation Profit Sharing Plan reported net income rose from -$59M in the plan year 2022 filing to $52M in the plan year 2023 filing.
- The Middleby Corporation Profit Sharing Plan end-of-year assets rose from $275M in the plan year 2022 filing to $339M in the plan year 2023 filing.
- The Middleby Corporation Profit Sharing Plan reported participants rose from 5,094 in the plan year 2022 filing to 5,428 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 363352497 · The Middleby Corporation PY 2023 · 401(k)
The Middleby Corporation Profit Sharing Plan · $339M · 5,428 · 96th
- VS-ST $339M
- VS-ST 5,428
- VS-ST 96th
- VS-ST 401(k)
- VS-ST near Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan
- VS-ST ind #17666
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 →
The Middleby Corporation Profit Sharing Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $275M |
|---|---|
| Net Assets (End of Year) | $339M |
| Net Income | $52M |
| Employer EIN | 363352497 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Middleby Corporation)
Sponsor-wide plan assets over time
All The Middleby Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $381M 36.81812752537156% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5,176 | $279M |
| 2023 | 2 | 5,524 | $342M |
| 2024 | 2 | 5,152 | $381M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Scale composition for The Middleby Corporation Profit Sharing Plan
The Middleby Corporation Profit Sharing Plan reports $339M in end-of-year assets across 5,428 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $62,431 per participant (45% of the national average assets-per-participant) . Net income for plan year 2023 was $52M.
This plan identity (EIN 363352497, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $275M to $378M (+37.3%) while covered participants moved from 5,094 to 5,074 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,094 | $275M | Open filing |
| 2023 | 5,428 | $339M | This page |
| 2024 · index core | 5,074 | $378M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- The Middleby Corporation Profit Sharing Plan (401(k), $378M, 5,074 participants)
The Middleby Corporation Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan in CA ($339M); by covered participants it is Mann+Hummel 401(k) Plan in NC (5,427 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($339M here).
- Community Hospital of the Monterey Peninsula Tax-Sheltered Annuity Plan (CA) $339M · 2,603
- Red Bull North America, Inc. Retirement Income Plan (CA) $339M · 5,186
- Zurn Elkay 401(k) Plan (WI) $339M · 1,927
- Meritus Health 401(k) Savings Plan (MD) $339M · 3,210
Similar participant headcount
Nearest other-state filings by covered participants (5,428 participants); asset peers above are excluded.
- Mann+Hummel 401(k) Plan (NC) 5,427 · 1 off
- Bhi Energy 401(k) and Profit Sharing Plan (MA) 5,430 · 2 off
- Metz Culinary Management, LLC 401(k) Plan (PA) 5,435 · 7 off
- US Acute Care Solutions Profit Sharing/401(k) Plan and Trust (OH) 5,438 · 10 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.