401(k) · DOL Form 5500 · 2024
Martin Brothers Distributing Company, Inc. 401(k) Plan
Data updated 2026-08-25
- $118M
- Total assets Near avg plan size
- 608
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $194,791
- Avg per participant Above avg balance/head
Official DOL plan name: Martin Brothers Distributing Company, Inc. ESOP and 401(k) Plan · Sponsored by Martin Brothers Distributing Company, Inc. · Iowa · Wholesale Trade
$118M in assets, 608 participants
Martin Brothers Distributing Company, Inc.'s Martin Brothers Distributing Company, Inc. ESOP and 401(k) Plan reported $118M in total assets and 608 participants in its 2024 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.
- #5,670 in Wholesale Trade (6,080 peers)
Where Martin Brothers Distributing Company, Inc. ESOP and 401(k) Plan sits by assets
Martin Brothers Distributing Company, Inc. ESOP and 401(k) Plan sits in the top 10% of all filed plans by assets, $118M for 608 participants (~$194,791/participant), down 3.0% in 2024.
- #5,670
- in Wholesale Trade (6,080 peers)
- -3.0%
- assets change YoY
- 1.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Martin Brothers Distributing Company, Inc. ESOP and 401(k) Plan's outsized position by total assets
Martin Brothers Distributing Company, Inc. ESOP and 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$118,432,650 Top 8% higher than 92% 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
Martin Brothers Distributing Company, Inc. ESOP and 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. Martin Brothers Distributing Company, Inc. ESOP and 401(k) Plan sits mid-pack in the medium band (608 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Martin Brothers Distributing Company, Inc. ESOP and 401(k) Plan reported net income fell from $7M in the plan year 2023 filing to -$4M in the plan year 2024 filing.
- Martin Brothers Distributing Company, Inc. ESOP and 401(k) Plan end-of-year assets fell from $122M in the plan year 2023 filing to $118M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 420841720 · Martin Brothers Distributing Company, Inc. PY 2024 · 401(k)
Martin Brothers Distributing Company, Inc. ESOP and 401(k) Plan · $118M · 608 · 92nd
- PART $118M
- TYPE 608
- NET 92nd
- BOOK 401(k)
- VS-ST near Keker, Van Nest & Peters LLP Retirement Plan
- BOY ind #5670
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 →
Martin Brothers Distributing Company, Inc. ESOP and 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $122M |
|---|---|
| Net Assets (End of Year) | $118M |
| Net Income | -$4M |
| Employer EIN | 420841720 |
| Plan Effective Date | 1981-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Martin Brothers Distributing Company, Inc.)
Sponsor-wide plan assets over time
All Martin Brothers Distributing Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $118M 3.1775491164630147% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 581 | $115M |
| 2023 | 1 | 614 | $122M |
| 2024 | 1 | 608 | $118M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.6B · 12,841
- The Rsm US LLP Retirement Plan $3.4B · 14,728
- Iowa Health System Section 401(k) Retirement Savings Plan $3.3B · 25,072
- The Hy-Vee and Affiliates 401(k) Plan $3.1B · 55,411
- Transamerica 401(k) Retirement Savings Plan $2.7B · 8,059
Martin Brothers Distributing Company, Inc. ESOP and 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Keker, Van Nest & Peters LLP Retirement Plan in CA ($118M); by covered participants it is Laerdal Medical Corporation 401(k) Profit Sharing Plan in NY (608 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($118M here).
- Keker, Van Nest & Peters LLP Retirement Plan (CA) $118M · 141
- Pra Group, Inc. 401(k) Plan (VA) $118M · 2,105
- Safeway Insurance Group Profit Sharing and 401(k) Plan (IL) $118M · 449
- Amarillo National Bank 401(k) Plan (TX) $118M · 743
Similar participant headcount
Nearest other-state filings by covered participants (608 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.