401(k) · DOL Form 5500 · 2024

IRA Middleswarth & Son Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
105
Participants Small participant base
33rd
Percentile by assets National rank
$26,581
Avg per participant Low balance/head
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Official DOL plan name: IRA Middleswarth & Son, Inc. 401(k) Plan · Sponsored by IRA Middleswarth & Son Inc. · Pennsylvania · Manufacturing

$3M in assets, 105 participants

IRA Middleswarth & Son Inc.'s IRA Middleswarth & Son, Inc. 401(k) Plan reported $3M in total assets and 105 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #3,002 in Manufacturing (17,777 peers)

Coverage in Pennsylvania

IRA Middleswarth & Son, Inc. 401(k) Plan covers 105 participants in Pennsylvania, about 13% of the average Pennsylvania filer (state average ~822 per filing). Assets: $3M.

#3,002
in Manufacturing (17,777 peers)
+12.9%
assets growth YoY

IRA Middleswarth & Son, Inc. 401(k) Plan among the smaller filed plans by assets

IRA Middleswarth & Son, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,791,020 33rd percentile higher than 33% of 123,620 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 2024

IRA Middleswarth & Son, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. IRA Middleswarth & Son, Inc. 401(k) Plan sits mid-pack in the medium band (105 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • IRA Middleswarth & Son, Inc. 401(k) Plan reported participants rose from 92 in the plan year 2023 filing to 105 in the plan year 2024 filing.
  • IRA Middleswarth & Son, Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 231553724 · IRA Middleswarth & Son Inc. PY 2024 · 401(k)

IRA Middleswarth & Son, Inc. 401(k) Plan · $3M · 105 · 33rd

  • VS-ST $3M
  • VS-ST 105
  • VS-ST 33rd
  • VS-ST 401(k)
  • VS-ST near Semiconductor Support Services, Co. 401(k) Plan
  • VS-ST ind #3002

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 Manufacturing retirement plans → · Plans in Pennsylvania →

IRA Middleswarth & Son, Inc. 401(k) Plan in the asset neighbourhood

IRA Middleswarth & Son, Inc. 401(k) PlanIRA Middleswarth & Son, Inc.…$3MSemiconductor Support Services, Co. 401(k) PlanSemiconductor Support Servic…$3MKolmac 401(k) Plan$3MRecmar Products, Inc. 401(k) PlanRecmar Products, Inc. 401(k)…$3MHillsdale Home Salt Lake City 401(k) Profit Sharing Plan & TrustHillsdale Home Salt Lake Cit…$3M
End-of-year total assets ($M) among IRA Middleswarth & Son, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$318K
Employer EIN231553724
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (IRA Middleswarth & Son Inc.)

Sponsor-wide plan assets over time

All IRA Middleswarth & Son Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 28.84965001712751% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M$3M 202220232024 $2.17M $2.79M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 91 $2M
2023 1 92 $2M
2024 1 105 $3M

Nearby 401(k) Plans in Pennsylvania

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

IRA Middleswarth & Son, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants IRA Middleswarth & Son, Inc. 401(k) Plan, Total assets ($B): 0.00279102 · Participants: 105IRA Middleswarth & Son, Inc. 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
IRA Middleswarth & Son, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare IRA Middleswarth & Son, Inc. 401(k) Plan side-by-side with 3 peers →

IRA Middleswarth & Son, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Semiconductor Support Services, Co. 401(k) Plan in TX ($3M); by covered participants it is Medwest Associates, Inc. Profit Sharing Plan in IL (105 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (105 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did IRA Middleswarth & Son, Inc. 401(k) Plan assets move in 2024? ▼
IRA Middleswarth & Son, Inc. 401(k) Plan grew at a solid clip - up 12.9% during 2024, from $2M to $3M. Reported net income was $318K.
How have IRA Middleswarth & Son Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), IRA Middleswarth & Son Inc.'s sponsor-wide assets grew 28.8%, from $2M to $3M.
Which 401(k) plans are similar in size to IRA Middleswarth & Son, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Semiconductor Support Services, Co. 401(k) Plan in TX ($3M, 26 participants).
Which 401(k) plans cover a similar participant headcount to IRA Middleswarth & Son, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Medwest Associates, Inc. Profit Sharing Plan in IL (105 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 231553724.

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.