401(k) · DOL Form 5500 · 2024
Mittera Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $85M
- Total assets Below avg plan size
- 1,736
- Participants Near avg headcount
- 89th
- Percentile by assets National rank
- $48,993
- Avg per participant Low balance/head
Official DOL plan name: Mittera Group, Inc. 401(k) Retirement Plan · Sponsored by Mittera Group, Inc. · Iowa · Manufacturing
$85M in assets, 1,736 participants
Mittera Group, Inc.'s Mittera Group, Inc. 401(k) Retirement Plan reported $85M in total assets and 1,736 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #14,955 in Manufacturing (17,777 peers)
Coverage in Iowa
Mittera Group, Inc. 401(k) Retirement Plan covers 1,736 participants in Iowa, 2.9x the typical Iowa plan (state average ~609 per filing). Assets: $85M.
- #14,955
- in Manufacturing (17,777 peers)
- +10.0%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Mittera Group, Inc. 401(k) Retirement Plan's outsized position by total assets
Mittera Group, Inc. 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$85,051,372 Top 11% higher than 89% 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
Mittera Group, Inc. 401(k) Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mittera Group, Inc. 401(k) Retirement Plan lands in the large band (1,736 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mittera Group, Inc. 401(k) Retirement Plan reported net income fell from $14M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Mittera Group, Inc. 401(k) Retirement Plan end-of-year assets rose from $77M in the plan year 2023 filing to $85M in the plan year 2024 filing.
- Mittera Group, Inc. 401(k) Retirement Plan reported participants fell from 1,861 in the plan year 2023 filing to 1,736 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 421028248 · Mittera Group, Inc. PY 2024 · 401(k)
Mittera Group, Inc. 401(k) Retirement Plan · $85M · 1,736 · 89th
- EOY $85M
- EOY 1,736
- EOY 89th
- EOY 401(k)
- EOY near U. S. Retirement Partners 401(k) Plan
- EOY ind #14955
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 Iowa →
Mittera Group, Inc. 401(k) Retirement Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $77M |
|---|---|
| Net Assets (End of Year) | $85M |
| Net Income | $8M |
| Employer EIN | 421028248 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mittera Group, Inc.)
Sponsor-wide plan assets over time
All Mittera Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $85M 35.13618138926587% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,760 | $63M |
| 2023 | 1 | 1,861 | $77M |
| 2024 | 1 | 1,736 | $85M |
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
Mittera Group, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is U. S. Retirement Partners 401(k) Plan in NJ ($85M); by covered participants it is Lozier Corporation 401(k) Savings Plan in NE (1,736 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($85M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,736 participants); asset peers above are excluded.
- Lozier Corporation 401(k) Savings Plan (NE) 1,736 · 0 off
- Caris Science, Inc. 401(k) Plan (TX) 1,736 · 0 off
- Wheels Up Partners LLC Retirement Savings Plan (NY) 1,736 · 0 off
- United Refining Company of PA Incentive Savings Plan (PA) 1,736 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.