401(k) · DOL Form 5500 · 2023

Mid-State Management, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
408
Participants Below avg headcount
71st
Percentile by assets National rank
$43,876
Avg per participant Low balance/head
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Official DOL plan name: Mid-State Management, Inc. 401(k) Plan · Sponsored by Mid-State Management, Inc. · Massachusetts · Transportation & Warehousing

$18M in assets, 408 participants

Mid-State Management, Inc.'s Mid-State Management, Inc. 401(k) Plan reported $18M in total assets and 408 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #2,373 in Transportation & Warehousing (3,362 peers)

2023 asset change

Mid-State Management, Inc. 401(k) Plan grew at a solid clip 10.8% in 2023 ($16M → $18M) for 408 participants.

#2,373
in Transportation & Warehousing (3,362 peers)
+10.8%
assets growth YoY

Mid-State Management, Inc. 401(k) Plan's outsized position by total assets

Mid-State Management, Inc. 401(k) Plan vs every filed plan by assets

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

$17,901,415 Top 29% higher than 71% 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

Mid-State Management, Inc. 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. Mid-State Management, Inc. 401(k) Plan sits mid-pack in the medium band (408 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mid-State Management, Inc. 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Mid-State Management, Inc. 401(k) Plan reported participants fell from 649 in the plan year 2022 filing to 408 in the plan year 2023 filing.
  • Mid-State Management, Inc. 401(k) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $18M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 043139858 · Mid-State Management, Inc. PY 2023 · 401(k)

Mid-State Management, Inc. 401(k) Plan · $18M · 408 · 71st

  • PCT $18M
  • EIN 408
  • RANK 71st
  • PHOTO 401(k)
  • IND near Children's Heart Center 401(k) Retirement Plan
  • EOY ind #2373

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 Massachusetts →

Mid-State Management, Inc. 401(k) Plan in the asset neighbourhood

Mid-State Management, Inc. 401(k) PlanMid-State Management, Inc. 4…$18MChildren's Heart Center 401(k) Retirement PlanChildren's Heart Center 401(…$18MAce Relocation Systems, Inc. Savings PlanAce Relocation Systems, Inc.…$18MKaley Group, Inc./Krsm Inc. 401(k) Profit Sharing PlanKaley Group, Inc./Krsm Inc. …$18MSeegrid Corporation 401(k) Profit Sharing Plan TrustSeegrid Corporation 401(k) P…$18M
End-of-year total assets ($M) among Mid-State Management, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mid-State Management, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Mid-State Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 0.4664010291571638% vs 2022
2024 filing year
$15M$16M$17M$18M$19M 202220232024 $16.2M $16.2M ▲ +0.5%
Year Plans Participants Total Assets
2022 1 649 $16M
2023 1 408 $18M
2024 1 389 $16M

2023 asset-move particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN043139858
Plan Effective Date1981-09-14
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Mid-State Management, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Mid-State Management, Inc. 401(k) Plan, Total assets ($B): 0.017901415 · Participants: 408Mid-State Management, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Mid-State Management, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Mid-State Management, Inc. 401(k) Plan side-by-side with 3 peers →

Mid-State Management, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Children's Heart Center 401(k) Retirement Plan in NV ($18M); by covered participants it is Orano USA 401(k) Retirement Plan in VA (408 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (408 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 Mid-State Management, Inc. 401(k) Plan assets move in 2023? ▼
Mid-State Management, Inc. 401(k) Plan grew at a solid clip - up 10.8% during 2023, from $16M to $18M. Reported net income was $2M.
How have Mid-State Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mid-State Management, Inc.'s sponsor-wide assets grew 0.5%, from $16M to $16M.
Which 401(k) plans are similar in size to Mid-State Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Children's Heart Center 401(k) Retirement Plan in NV ($18M, 125 participants).
Which 401(k) plans cover a similar participant headcount to Mid-State Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Orano USA 401(k) Retirement Plan in VA (408 participants, $162M 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 043139858.

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.