401(k) · DOL Form 5500 · 2023
The Middleby Corporation 401(k) Plan
Data updated 2026-08-11
- $339M
- Total assets
- 5,428
- Participants
- 96th
- Percentile by assets
- $62,431
- Avg per participant
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.
- 96th percentile by assets (of 127,072 plans)
- #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.
- $339M
- total plan assets (2023 EOY)
- 5,428
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $62,431
- avg assets per participant
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.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. The Middleby Corporation Profit Sharing Plan reports 5,428 participants - 7.0x that state average ($339M EOY assets).
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)
| 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.
The Middleby Corporation Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
- 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to The Middleby Corporation Profit Sharing Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did The Middleby Corporation Profit Sharing Plan assets move in 2023? ▼
How have The Middleby Corporation plan assets changed over time? ▼
Where does The Middleby Corporation Profit Sharing Plan rank by assets among Form 5500 filers? ▼
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Next read for The Middleby Corporation Profit Sharing …
Filing takeaways
Ways to act on The Middleby Corporation Profit Sharing Plan's numbers.
- By total assets, The Middleby Corporation Profit Sharing Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
- The Middleby Corporation's sponsor-wide assets have grown 36.8% since 2022 across 3 plan years on file. More Manufacturing plans