Other
2023 plan-year Other DOL Form 5500

Mlsc Holding Co., Inc. Employee Stock Ownership Plan and Trust

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Mlsc Holding Co., Inc. · Utah · Wholesale Trade

What the 2023 filing shows

Mlsc Holding Co., Inc. Employee Stock Ownership Plan and Trust holds $61M for 912 participants — about $66,842 per participant, up 1.7% over the 2023 plan year.

$61M
total plan assets (2023 EOY)
912
covered participants
$66,842
avg assets per participant
+1.7%
assets growth YoY
Total Assets (2023)
$61M
Participants
912
State
Industry
Wholesale Trade

What the Filing Says About Mlsc Holding Co., Inc. Employee Stock Ownership Plan and Trust

Mlsc Holding Co., Inc. Employee Stock Ownership Plan and Trust is a Other retirement plan sponsored by Mlsc Holding Co., Inc., headquartered in Utah. As of the 2023 Form 5500 filing, the plan reports $61M in total end-of-year assets and covers 912 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 262906608, and the plan has been effective since 2017-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $60M at the beginning of 2023 to $61M at year-end — a gain of 1.7%. Net assets (after liabilities) closed the year at $31M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$60M
Total Assets (End of Year)$61M
Net Assets (End of Year)$31M
Net Income$2M
Plan TypeOther
Employer EIN262906608
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mlsc Holding Co., Inc.)

Year Plans Participants Total Assets
2022 2 1,592 $84M
2023 2 1,823 $95M

Nearby Other Plans in Utah

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Mlsc Holding Co., Inc. Employee Stock Ownership Plan and Trust?
As of the 2023 Form 5500 filing, Mlsc Holding Co., Inc. Employee Stock Ownership Plan and Trust holds $61M in total assets with 912 participants. It is sponsored by Mlsc Holding Co., Inc..
What type of plan is Mlsc Holding Co., Inc. Employee Stock Ownership Plan and Trust?
Mlsc Holding Co., Inc. Employee Stock Ownership Plan and Trust is a Other plan. It has been effective since 2017-01-01. The plan is filed with the U.S. Department of Labor under EIN 262906608.
Who sponsors the Mlsc Holding Co., Inc. Employee Stock Ownership Plan and Trust?
Mlsc Holding Co., Inc. Employee Stock Ownership Plan and Trust is sponsored by Mlsc Holding Co., Inc., located in Utah. The sponsor's EIN is 262906608 and the plan operates in the Wholesale Trade industry.
How did Mlsc Holding Co., Inc. Employee Stock Ownership Plan and Trust perform in 2023?
Mlsc Holding Co., Inc. Employee Stock Ownership Plan and Trust grew by 1.7% during 2023, moving from $60M to $61M in total assets. Net income was $2M.
Where can I find official filings for Mlsc Holding Co., Inc. Employee Stock Ownership Plan and Trust?
Official Form 5500 filings for Mlsc Holding Co., Inc. Employee Stock Ownership Plan and Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 262906608 or plan name at efast.dol.gov.
How does Mlsc Holding Co., Inc. Employee Stock Ownership Plan and Trust compare to other plans?
You can compare Mlsc Holding Co., Inc. Employee Stock Ownership Plan and Trust against other Other plans on the plan type page, or view plans in Utah on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 262906608.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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