Profit Sharing · DOL Form 5500 · 2024
Mahaska Bottling Company Profit Sharing Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 262
- Participants Below avg headcount
- 64th
- Percentile by assets National rank
- $55,370
- Avg per participant Low balance/head
Official DOL plan name: Mahaska Bottling Company 401(k) Plan · Sponsored by Mahaska Bottling Company · Iowa · Wholesale Trade
$15M in assets, 262 participants
Mahaska Bottling Company's Mahaska Bottling Company 401(k) Plan reported $15M in total assets and 262 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.
- #3,442 in Wholesale Trade (6,080 peers)
Coverage in Iowa
Mahaska Bottling Company 401(k) Plan covers 262 participants in Iowa, about 43% of the average Iowa filer (state average ~609 per filing). Assets: $15M.
- #3,442
- in Wholesale Trade (6,080 peers)
- +6.1%
- assets growth YoY
Mahaska Bottling Company 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers
Mahaska Bottling Company 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,506,930 Top 36% higher than 64% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Mahaska Bottling Company 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. Mahaska Bottling Company 401(k) Plan sits mid-pack in the medium band (262 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mahaska Bottling Company 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $840K in the plan year 2024 filing.
- Mahaska Bottling Company 401(k) Plan reported participants rose from 239 in the plan year 2023 filing to 262 in the plan year 2024 filing.
- Mahaska Bottling Company 401(k) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $15M in the plan year 2024 filing.
DOL schedule card
Filing strip 420649703 · Mahaska Bottling Company PY 2024 · Profit Sharing
Mahaska Bottling Company 401(k) Plan · $15M · 262 · 64th
- EOY $15M
- 5500 262
- ASSETS 64th
- PCT Profit Sharing
- EIN near Cmha 403(b) Plan
- RANK ind #3442
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 Wholesale Trade retirement plans → · Plans in Iowa →
Mahaska Bottling Company 401(k) Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $840K |
| Employer EIN | 420649703 |
| Plan Effective Date | 1992-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mahaska Bottling Company)
Sponsor-wide plan assets over time
All Mahaska Bottling Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 23.41096031068372% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 233 | $12M |
| 2023 | 1 | 239 | $14M |
| 2024 | 1 | 262 | $15M |
Nearby Profit Sharing Plans in Iowa
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Dordt University Defined Contribution Retirement Plan $61M · 322
- Medtec LLC 401(k) Retirement Plan $30M · 279
- Liberty Pattern Company Profit Sharing Plan $26M · 12
- Newton Clinic, P.C. Profit Sharing Plan $17M · 43
- Burgess Health Center 403(b) Plan $16M · 272
Mahaska Bottling Company 401(k) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Iowa, the nearest Profit Sharing by assets is Cmha 403(b) Plan in CT ($15M); by covered participants it is Lighthouse Masonry, Inc. Retirement Savings Plan in MA (262 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Cmha 403(b) Plan (CT) $15M · 310
- Gagnon Securities LLC Profit Sharing Plan (NY) $15M · 20
- B.a.C. Local I - De/PA Annuity Plan (PA) $14M · 116
- Ace & Stewart Detailing, Inc. Profit Sharing Plan (CA) $14M · 5
Similar participant headcount
Nearest other-state filings by covered participants (262 participants); asset peers above are excluded.
- Lighthouse Masonry, Inc. Retirement Savings Plan (MA) 262 · 0 off
- Child Trends 403(b) Plan (MD) 262 · 0 off
- Westminster Village, Inc. 403(b) Plan (AZ) 262 · 0 off
- Cream-O-Land Dairy Union Employees' Pension Plan (NJ) 263 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.