401(k) · DOL Form 5500 · 2023

N & M Transfer Co., Inc. 401(k) Plan

Data updated 2026-08-25

$107M
Total assets Near avg plan size
694
Participants Below avg headcount
92nd
Percentile by assets National rank
$154,197
Avg per participant Above avg balance/head
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Official DOL plan name: N & M Transfer Co. Inc. 401(k) Profit Sharing Plan · Sponsored by N & M Transfer Co., Inc. · Wisconsin · Transportation & Warehousing

$107M in assets, 694 participants

N & M Transfer Co., Inc.'s N & M Transfer Co. Inc. 401(k) Profit Sharing Plan reported $107M in total assets and 694 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #3,015 in Transportation & Warehousing (3,362 peers)

Where N & M Transfer Co. Inc. 401(k) Profit Sharing Plan sits by assets

N & M Transfer Co. Inc. 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $107M for 694 participants (~$154,197/participant), up 9.3% in 2023.

#3,015
in Transportation & Warehousing (3,362 peers)
+9.3%
assets growth YoY
1.1×
vs typical plan assets (national mean)

N & M Transfer Co. Inc. 401(k) Profit Sharing Plan's outsized position by total assets

N & M Transfer Co. Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$107,012,963 Top 8% higher than 92% 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

N & M Transfer Co. Inc. 401(k) Profit Sharing 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. N & M Transfer Co. Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (694 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • N & M Transfer Co. Inc. 401(k) Profit Sharing Plan reported net income rose from $3M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • N & M Transfer Co. Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $98M in the plan year 2022 filing to $107M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 391389333 · N & M Transfer Co., Inc. PY 2023 · 401(k)

N & M Transfer Co. Inc. 401(k) Profit Sharing Plan · $107M · 694 · 92nd

  • BOOK $107M
  • VS-ST 694
  • BOY 92nd
  • SCH 401(k)
  • EBSA near Kyowa Kirin 401(k) Retirement Plan
  • PART ind #3015

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 →

N & M Transfer Co. Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Planview, Inc. 401(k) Retirement PlanPlanview, Inc. 401(k) Retire…$107MGmg Employees Savings Plan$107MN & M Transfer Co. Inc. 401(k) Profit Sharing PlanN & M Transfer Co. Inc. 401(…$107MKyowa Kirin 401(k) Retirement PlanKyowa Kirin 401(k) Retiremen…$107MCarl Buddig and Company Deferred Benefit PlanCarl Buddig and Company Defe…$107M
End-of-year total assets ($M) among N & M Transfer Co. Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$98M
Net Assets (End of Year)$107M
Net Income$9M
Employer EIN391389333
Plan Effective Date1982-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (N & M Transfer Co., Inc.)

Sponsor-wide plan assets over time

All N & M Transfer Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$111M 13.311311607948712% vs 2022
2024 filing year
$95M$100M$105M$110M$115M 202220232024 $97.9M $111M ▲ +13.3%
Year Plans Participants Total Assets
2022 1 692 $98M
2023 1 694 $107M
2024 1 712 $111M

Nearby 401(k) Plans in Wisconsin

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

N & M Transfer Co. Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants N & M Transfer Co. Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.107012963 · Participants: 694N & M Transfer Co. Inc. 401(k) Profit Sharing 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
N & M Transfer Co. Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare N & M Transfer Co. Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

N & M Transfer Co. Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Kyowa Kirin 401(k) Retirement Plan in NJ ($107M); by covered participants it is Franklin Corporation 401(k) Plan in MS (694 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($107M here).

Similar participant headcount

Nearest other-state filings by covered participants (694 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 N & M Transfer Co. Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
N & M Transfer Co. Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 9.3% during 2023, from $98M to $107M. Reported net income was $9M.
How have N & M Transfer Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), N & M Transfer Co., Inc.'s sponsor-wide assets grew 13.3%, from $98M to $111M.
Where does N & M Transfer Co. Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
N & M Transfer Co. Inc. 401(k) Profit Sharing Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to N & M Transfer Co. Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kyowa Kirin 401(k) Retirement Plan in NJ ($107M, 672 participants).
Which 401(k) plans cover a similar participant headcount to N & M Transfer Co. Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Franklin Corporation 401(k) Plan in MS (694 participants, $12M 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 391389333.

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.