401(k) · DOL Form 5500 · 2024
Midwest Holding Group, Inc. 401(k) Plan
Data updated 2026-08-11
- $25M
- Total assets
- 637
- Participants
- 74th
- Percentile by assets
- $39,172
- Avg per participant
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.
- 74th percentile by assets (of 123,622 plans)
- #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.
- $25M
- total plan assets (2024 EOY)
- 637
- covered participants
- 74th
- percentile by assets (of 123,622 plans)
- $39,172
- avg assets per participant
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.
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.
2024 asset move for Millis Transfer 401(k) Savings Plan
Year over year, total assets pulled back noticeably from $28M at the start of 2024 to $25M at year-end (down 9.8%). Net assets closed at $25M; reported net income -$3M.
Midwest Holding Group, Inc. years around the 2024 move
| 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 EIN | 270959179 |
| Plan Effective Date | 2019-08-21 |
| Filing Status | FILING 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
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Millis Transfer 401(k) Savings Plan by total assets, not by location.
Frequently Asked Questions
How did Millis Transfer 401(k) Savings Plan assets move in 2024? ▼
How have Midwest Holding Group, Inc. plan assets changed over time? ▼
Which 401(k) plans are similar in size to Millis Transfer 401(k) Savings Plan? ▼
Next read for Millis Transfer 401(k) Savings Plan
2024 change
Ways to act on Millis Transfer 401(k) Savings Plan's numbers.
- By total assets, Millis Transfer 401(k) Savings Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
- Midwest Holding Group, Inc.'s sponsor-wide assets have declined 1.0% since 2022 across 3 plan years on file. More Transportation & Warehousing plans