401(k) · DOL Form 5500 · 2024
Midwest Holding Group, Inc. 401(k) Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 638
- Participants Below avg headcount
Official DOL plan name: Millis Transfer 401(k) Savings Plan · Sponsored by Midwest Holding Group, Inc. · Wisconsin · Transportation & Warehousing
N/A in assets, 638 participants
Midwest Holding Group, Inc.'s Millis Transfer 401(k) Savings Plan reported N/A in total assets and 638 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
What the 2024 filing shows
Millis Transfer 401(k) Savings Plan holds N/A for 638 participants.
- $122K
- reported net income
Millis Transfer 401(k) Savings 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. Millis Transfer 401(k) Savings Plan sits mid-pack in the medium band (638 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Millis Transfer 401(k) Savings Plan reported net income fell from $2M in the plan year 2023 filing to $122K in the plan year 2024 filing.
- Millis Transfer 401(k) Savings Plan reported participants fell from 668 in the plan year 2023 filing to 638 in the plan year 2024 filing.
DOL schedule card
Filing strip 270959179 · Midwest Holding Group, Inc. PY 2024 · 401(k)
Millis Transfer 401(k) Savings Plan · N/A · 638
- ASSETS N/A
- ASSETS 638
- ASSETS PY 2024
- ASSETS 401(k)
- ASSETS near Duke Manufacturing Company Retirement Plan
- ASSETS $122K
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 →
Filing particulars (2024)
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | $122K |
| Employer EIN | 270959179 |
| Plan Effective Date | 2019-08-21 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Midwest Holding Group, Inc.)
Sponsor-wide plan assets over time
All Midwest Holding Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 1.0099941795036012% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 713 | $25M |
| 2023 | 1 | 668 | $28M |
| 2024 | 2 | 1,275 | $25M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Millis Transfer 401(k) Savings Plan's closest out-of-state 401(k) peers by headcount
Outside Wisconsin, the nearest 401(k) by covered participants is Duke Manufacturing Company Retirement Plan in MO (638 participants; this filing: 638 participants).
Similar participant headcount
Nearest other-state filings by covered participants (638 participants); asset peers above are excluded.
- Duke Manufacturing Company Retirement Plan (MO) 638 · 0 off
- St Luke Home Care and Hospice Retirement Plan (PR) 638 · 0 off
- Talkiatry Management Services 401(k) Plan (NY) 638 · 0 off
- Austin Bank Texas, N.a. Employees Profit Sharing Plan (TX) 638 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.