401(k) · DOL Form 5500 · 2023

Midwest Refrigerated Services, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
324
Participants Below avg headcount
65th
Percentile by assets National rank
$41,309
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Midwest Refrigerated 401(k) Plan · Sponsored by Midwest Refrigerated Services, Inc. · Wisconsin · Transportation & Warehousing

$13M in assets, 324 participants

Midwest Refrigerated Services, Inc.'s Midwest Refrigerated 401(k) Plan reported $13M in total assets and 324 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #2,183 in Transportation & Warehousing (3,362 peers)

Midwest Refrigerated Services, Inc. multi-year trail

Midwest Refrigerated Services, Inc.'s plans moved +44.8% in assets from 2022 to 2024; this filing shows Midwest Refrigerated 401(k) Plan at $13M / 324 participants.

#2,183
in Transportation & Warehousing (3,362 peers)
+23.1%
assets growth YoY

Midwest Refrigerated 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Midwest Refrigerated 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$13,384,140 Top 35% higher than 65% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Midwest Refrigerated 401(k) 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. Midwest Refrigerated 401(k) Plan sits mid-pack in the medium band (324 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Midwest Refrigerated 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Midwest Refrigerated 401(k) Plan reported participants fell from 429 in the plan year 2022 filing to 324 in the plan year 2023 filing.
  • Midwest Refrigerated 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 061805408 · Midwest Refrigerated Services, Inc. PY 2023 · 401(k)

Midwest Refrigerated 401(k) Plan · $13M · 324 · 65th

  • BOOK $13M
  • BOOK 324
  • BOOK 65th
  • BOOK 401(k)
  • BOOK near Rpi Consultants, LLC Retirement Plan
  • BOOK ind #2183

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 Transportation & Warehousing retirement plans → · Plans in Wisconsin →

Midwest Refrigerated 401(k) Plan in the asset neighbourhood

Midwest Refrigerated 401(k) PlanMidwest Refrigerated 401(k) …$13MRpi Consultants, LLC Retirement PlanRpi Consultants, LLC Retirem…$13MSwansons Employees 401(k) PlanSwansons Employees 401(k) Pl…$13MAdvanced Lubrication Specialties, 401(k) PlanAdvanced Lubrication Special…$13MThe Restated Thrift/Profit Sharing Plan for CooperativesThe Restated Thrift/Profit S…$13M
End-of-year total assets ($M) among Midwest Refrigerated 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Midwest Refrigerated Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Midwest Refrigerated Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 44.78557568068902% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $10.9M $15.7M ▲ +44.8%
Year Plans Participants Total Assets
2022 1 429 $11M
2023 1 324 $13M
2024 1 346 $16M

Midwest Refrigerated Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN061805408
Plan Effective Date2008-09-22
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Midwest Refrigerated 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Midwest Refrigerated 401(k) Plan, Total assets ($B): 0.01338414 · Participants: 324Midwest Refrigerated 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Midwest Refrigerated 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Midwest Refrigerated 401(k) Plan side-by-side with 3 peers →

Midwest Refrigerated 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Rpi Consultants, LLC Retirement Plan in MD ($13M); by covered participants it is Holston Gases, Inc. 401(k) Profit Sharing Plan in TN (324 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (324 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Midwest Refrigerated 401(k) Plan assets move in 2023? ▼
Midwest Refrigerated 401(k) Plan grew sharply - up 23.1% during 2023, from $11M to $13M. Reported net income was $3M.
How have Midwest Refrigerated Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Midwest Refrigerated Services, Inc.'s sponsor-wide assets grew 44.8%, from $11M to $16M.
Which 401(k) plans are similar in size to Midwest Refrigerated 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rpi Consultants, LLC Retirement Plan in MD ($13M, 146 participants).
Which 401(k) plans cover a similar participant headcount to Midwest Refrigerated 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Holston Gases, Inc. 401(k) Profit Sharing Plan in TN (324 participants, $24M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 061805408.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.