401(k) · DOL Form 5500 · 2023
Mid Valley Ipa, Inc. 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 49
- Participants Small participant base
- 56th
- Percentile by assets National rank
- $180,190
- Avg per participant Above avg balance/head
Official DOL plan name: Mid Valley Ipa, Inc. 401(k) Plan · Sponsored by Mid Valley Ipa, Inc. · Oregon · Wholesale Trade
$9M in assets, 49 participants
Mid Valley Ipa, Inc.'s Mid Valley Ipa, Inc. 401(k) Plan reported $9M in total assets and 49 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.
- #2,967 in Wholesale Trade (6,309 peers)
Mid Valley Ipa, Inc. multi-year trail
Mid Valley Ipa, Inc.'s plans moved +10.6% in assets from 2022 to 2024; this filing shows Mid Valley Ipa, Inc. 401(k) Plan at $9M / 49 participants.
- #2,967
- in Wholesale Trade (6,309 peers)
- +5.0%
- assets growth YoY
Mid Valley Ipa, Inc. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers
Mid Valley Ipa, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,829,316 Top 44% higher than 56% 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
Mid Valley Ipa, Inc. 401(k) 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 Valley Ipa, Inc. 401(k) Plan is a small filing (49 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mid Valley Ipa, Inc. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $423K in the plan year 2023 filing.
- Mid Valley Ipa, Inc. 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
DOL schedule card
Filing strip 930789741 · Mid Valley Ipa, Inc. PY 2023 · 401(k)
Mid Valley Ipa, Inc. 401(k) Plan · $9M · 49 · 56th
- PART $9M
- TYPE 49
- NET 56th
- BOOK 401(k)
- VS-ST near Endeavor Schools, LLC 401(k) Profit Sharing Plan and Trust
- BOY ind #2967
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 Oregon →
Mid Valley Ipa, Inc. 401(k) Plan in the asset neighbourhood
Mid Valley Ipa, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Mid Valley Ipa, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 10.597803264530205% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 49 | $8M |
| 2023 | 1 | 49 | $9M |
| 2024 | 1 | 47 | $9M |
Mid Valley Ipa, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $423K |
| Employer EIN | 930789741 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 40,345
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.4B · 8,353
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.2B · 16,687
- Xpo Logistics Retirement Savings Plan $1.8B · 6,189
- Pacificorp K Plus Employee Savings Plan $1.6B · 4,968
Mid Valley Ipa, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Endeavor Schools, LLC 401(k) Profit Sharing Plan and Trust in FL ($9M); by covered participants it is Marvin & Co. PC Savings and Thrift Plan in NY (49 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (49 participants); asset peers above are excluded.
- Marvin & Co. PC Savings and Thrift Plan (NY) 49 · 0 off
- Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan (VA) 49 · 0 off
- Ellison Bronze, Inc. 401(k) Profit Sharing Plan (NY) 49 · 0 off
- Infopaginas 1081. 01(D) Plan (PR) 49 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.