Defined Benefit (Pension) · DOL Form 5500 · 2023

Middleby Corporation Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
17
Participants Small participant base
37th
Percentile by assets National rank
$189,421
Avg per participant Above avg balance/head
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Official DOL plan name: Middleby Marshall, Inc. Retirement Plan · Sponsored by Middleby Corporation · Illinois · Manufacturing

$3M in assets, 17 participants

Middleby Corporation's Middleby Marshall, Inc. Retirement Plan reported $3M in total assets and 17 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #3,761 in Manufacturing (18,722 peers)

Middleby Corporation multi-year trail

Middleby Corporation's plans moved +10.3% in assets from 2022 to 2023; this filing shows Middleby Marshall, Inc. Retirement Plan at $3M / 17 participants.

#3,761
in Manufacturing (18,722 peers)
+10.3%
assets growth YoY

Middleby Marshall, Inc. Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Middleby Marshall, Inc. Retirement Plan vs every filed plan by assets

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

$3,220,150 37th percentile higher than 37% 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

Middleby Marshall, Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Middleby Marshall, Inc. Retirement Plan is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Middleby Marshall, Inc. Retirement Plan reported net income rose from -$81K in the plan year 2022 filing to $301K in the plan year 2023 filing.
  • Middleby Marshall, Inc. Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Middleby Marshall, Inc. Retirement Plan reported participants fell from 18 in the plan year 2022 filing to 17 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 581315813 · Middleby Corporation PY 2023 · Defined Benefit (Pension)

Middleby Marshall, Inc. Retirement Plan · $3M · 17 · 37th

  • PART $3M
  • PART 17
  • PART 37th
  • PART Defined Benefit (Pension)
  • PART near Employment Services LLC Defined Benefit Plan
  • PART ind #3761

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 Illinois →

Middleby Marshall, Inc. Retirement Plan in the asset neighbourhood

Middleby Marshall, Inc. Retirement PlanMiddleby Marshall, Inc. Reti…$3MEmployment Services LLC Defined Benefit PlanEmployment Services LLC Defi…$3MIntertape Polymer Corp. Menasha Union Pension PlanIntertape Polymer Corp. Mena…$3MJohn Clinton Hathorn Defined Benefit Pension PlanJohn Clinton Hathorn Defined…$3MWaimanalo Pharmacy, Inc. Defined Benefit Pension PlanWaimanalo Pharmacy, Inc. Def…$3M
End-of-year total assets ($M) among Middleby Marshall, Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Middleby Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Middleby Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$3M 10.323087696602345% vs 2022
2023 filing year
$2.8M$2.9M$3M$3.1M$3.2M$3.3M 20222023 $2.92M $3.22M ▲ +10.3%
Year Plans Participants Total Assets
2022 1 18 $3M
2023 1 17 $3M

Middleby Corporation filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$301K
Employer EIN581315813
Plan Effective Date1979-12-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Illinois

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Middleby Marshall, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -200204060 Total assets ($B) Participants Middleby Marshall, Inc. Retirement Plan, Total assets ($B): 0.00322015 · Participants: 17Middleby Marshall, Inc. Retirement PlanCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 49.680270595 · Participants: 48538Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 35.242945747 · Participants: 45001State Farm Insurance Companies Retirement Plan for United States EmployeesUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.965094339 · Participants: 20680United Food & Commercial Workers Intl Union - Industry Pension FundJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.960744597 · Participants: 16346John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 7.819798504 · Participants: 17382Abbott Laboratories Annuity Retirement Plan
Middleby Marshall, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Middleby Marshall, Inc. Retirement Plan side-by-side with 3 peers →

Middleby Marshall, Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Employment Services LLC Defined Benefit Plan in OK ($3M); by covered participants it is Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO in NY (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Middleby Marshall, Inc. Retirement Plan assets move in 2023? ▼
Middleby Marshall, Inc. Retirement Plan grew at a solid clip - up 10.3% during 2023, from $3M to $3M. Reported net income was $301K.
How have Middleby Corporation plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Middleby Corporation's sponsor-wide assets grew 10.3%, from $3M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Middleby Marshall, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Employment Services LLC Defined Benefit Plan in OK ($3M, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Middleby Marshall, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO in NY (17 participants, $43M 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 581315813.

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.