401(k) · DOL Form 5500 · 2024

Midwest Holding Group, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
637
Participants Below avg headcount
74th
Percentile by assets National rank
$39,172
Avg per participant Low balance/head
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Official DOL plan name: Millis Transfer 401(k) Savings Plan · Sponsored by Midwest Holding Group, Inc. · Wisconsin · Transportation & Warehousing

$25M in assets, 637 participants

Midwest Holding Group, Inc.'s Millis Transfer 401(k) Savings Plan reported $25M in total assets and 637 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #2,446 in Transportation & Warehousing (3,299 peers)

2024 asset change

Millis Transfer 401(k) Savings Plan pulled back noticeably 9.8% in 2024 ($28M → $25M) for 637 participants.

#2,446
in Transportation & Warehousing (3,299 peers)
-9.8%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Millis Transfer 401(k) Savings Plan's outsized position by total assets

Millis Transfer 401(k) Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$24,952,878 Top 26% higher than 74% of 123,620 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 2024

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 (637 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 -$3M in the plan year 2024 filing.
  • Millis Transfer 401(k) Savings Plan end-of-year assets fell from $28M in the plan year 2023 filing to $25M in the plan year 2024 filing.
  • Millis Transfer 401(k) Savings Plan reported participants fell from 668 in the plan year 2023 filing to 637 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 270959179 · Midwest Holding Group, Inc. PY 2024 · 401(k)

Millis Transfer 401(k) Savings Plan · $25M · 637 · 74th

  • IND $25M
  • EOY 637
  • 5500 74th
  • ASSETS 401(k)
  • PCT near Sdi Stores, LLC 401(k) Plan
  • EIN ind #2446

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 →

Millis Transfer 401(k) Savings Plan in the asset neighbourhood

Tri Star Services, LLC 401(k) PlanTri Star Services, LLC 401(k…$25MBound to Stay Bound Books, Inc. 401(k) Profit Sharing PlanBound to Stay Bound Books, I…$25MMillis Transfer 401(k) Savings PlanMillis Transfer 401(k) Savin…$25MSdi Stores, LLC 401(k) Plan$25MStockton Hematology & Oncology Medical Group Profit Sharing & 401(k) PlanStockton Hematology & Oncolo…$25M
End-of-year total assets ($M) among Millis Transfer 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Midwest Holding Group, Inc. years around the 2024 move

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
$24M$25M$26M$27M$28M 202220232024 $25.2M $25M ▼ -1.0%
Year Plans Participants Total Assets
2022 1 713 $25M
2023 1 668 $28M
2024 2 1,275 $25M

2024 asset-move particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$25M
Net Income-$3M
Employer EIN270959179
Plan Effective Date2019-08-21
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Millis Transfer 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Millis Transfer 401(k) Savings Plan, Total assets ($B): 0.024952878 · Participants: 637Millis Transfer 401(k) Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Millis Transfer 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Millis Transfer 401(k) Savings Plan side-by-side with 3 peers →

Millis Transfer 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Sdi Stores, LLC 401(k) Plan in CT ($25M); by covered participants it is Metrolina Greenhouses, Inc. Profit Sharing Plan in NC (637 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (637 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.

Frequently Asked Questions

How did Millis Transfer 401(k) Savings Plan assets move in 2024? ▼
Millis Transfer 401(k) Savings Plan pulled back noticeably - down 9.8% during 2024, from $28M to $25M. Reported net income was -$3M.
How have Midwest Holding Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Midwest Holding Group, Inc.'s sponsor-wide assets declined 1.0%, from $25M to $25M.
Which 401(k) plans are similar in size to Millis Transfer 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sdi Stores, LLC 401(k) Plan in CT ($25M, 595 participants).
Which 401(k) plans cover a similar participant headcount to Millis Transfer 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Metrolina Greenhouses, Inc. Profit Sharing Plan in NC (637 participants, $73M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 270959179.

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.