401(k) · DOL Form 5500 · 2023
Mueller-Yurgae Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 206
- Participants Below avg headcount
- 72nd
- Percentile by assets National rank
- $91,937
- Avg per participant Below avg balance/head
Official DOL plan name: Mueller-Yurgae Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by Mueller-Yurgae Associates, Inc. · Iowa · Wholesale Trade
$19M in assets, 206 participants
Mueller-Yurgae Associates, Inc.'s Mueller-Yurgae Associates, Inc. 401(k) Profit Sharing Plan reported $19M in total assets and 206 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.
- #4,303 in Wholesale Trade (6,309 peers)
Coverage in Iowa
Mueller-Yurgae Associates, Inc. 401(k) Profit Sharing Plan covers 206 participants in Iowa, about 34% of the average Iowa filer (state average ~609 per filing). Assets: $19M.
- #4,303
- in Wholesale Trade (6,309 peers)
- +18.2%
- assets growth YoY
Mueller-Yurgae Associates, Inc. 401(k) Profit Sharing Plan's outsized position by total assets
Mueller-Yurgae Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$18,938,960 Top 28% higher than 72% 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
Mueller-Yurgae Associates, Inc. 401(k) Profit Sharing 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. Mueller-Yurgae Associates, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (206 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mueller-Yurgae Associates, Inc. 401(k) Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Mueller-Yurgae Associates, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $16M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- Mueller-Yurgae Associates, Inc. 401(k) Profit Sharing Plan reported participants rose from 193 in the plan year 2022 filing to 206 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 421034361 · Mueller-Yurgae Associates, Inc. PY 2023 · 401(k)
Mueller-Yurgae Associates, Inc. 401(k) Profit Sharing Plan · $19M · 206 · 72nd
- EIN $19M
- EIN 206
- EIN 72nd
- EIN 401(k)
- EIN near Stanilla Siegel and Maser LLC
- EIN ind #4303
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 Iowa →
Mueller-Yurgae Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $3M |
| Employer EIN | 421034361 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mueller-Yurgae Associates, Inc.)
Sponsor-wide plan assets over time
All Mueller-Yurgae Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 30.435669619416245% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 193 | $16M |
| 2023 | 1 | 206 | $19M |
| 2024 | 1 | 198 | $21M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.1B · 12,827
- Iowa Health System Section 401(k) Retirement Savings Plan $3.0B · 28,959
- The Hy-Vee and Affiliates 401(k) Plan $2.9B · 56,181
- The Rsm US LLP Retirement Plan $2.9B · 14,720
- Transamerica 401(k) Retirement Savings Plan $2.4B · 6,999
Mueller-Yurgae Associates, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Stanilla Siegel and Maser LLC in PA ($19M); by covered participants it is Nwsl Retirement Plan in IL (206 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (206 participants); asset peers above are excluded.
- Nwsl Retirement Plan (IL) 206 · 0 off
- Nwsl Retirement Plan (IL) 206 · 0 off
- Sequoia 401(k) Plan (CA) 206 · 0 off
- Equibrand Corporation 401(k) Profit Sharing Plan (TX) 206 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.