401(k) · DOL Form 5500 · 2024

Mid-State Management, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
389
Participants Below avg headcount
66th
Percentile by assets National rank
$41,744
Avg per participant Low balance/head
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Official DOL plan name: Mid-State Management, Inc. 401(k) Plan · Sponsored by Mid-State Management, Inc. · Massachusetts · Transportation & Warehousing

$16M in assets, 389 participants

Mid-State Management, Inc.'s Mid-State Management, Inc. 401(k) Plan reported $16M in total assets and 389 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #2,197 in Transportation & Warehousing (3,299 peers)

2024 asset change

Mid-State Management, Inc. 401(k) Plan pulled back noticeably 9.3% in 2024 ($18M → $16M) for 389 participants.

#2,197
in Transportation & Warehousing (3,299 peers)
-9.3%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mid-State Management, Inc. 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Mid-State Management, Inc. 401(k) Plan vs every filed plan by assets

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

$16,238,514 Top 34% higher than 66% 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

Mid-State Management, Inc. 401(k) 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. Mid-State Management, Inc. 401(k) Plan sits mid-pack in the medium band (389 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mid-State Management, Inc. 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Mid-State Management, Inc. 401(k) Plan end-of-year assets fell from $18M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Mid-State Management, Inc. 401(k) Plan reported participants fell from 408 in the plan year 2023 filing to 389 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 043139858 · Mid-State Management, Inc. PY 2024 · 401(k)

Mid-State Management, Inc. 401(k) Plan · $16M · 389 · 66th

  • PART $16M
  • TYPE 389
  • NET 66th
  • BOOK 401(k)
  • VS-ST near Crescent City Schools 401(k) Plan
  • BOY ind #2197

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 Massachusetts →

Mid-State Management, Inc. 401(k) Plan in the asset neighbourhood

Mid-State Management, Inc. 401(k) PlanMid-State Management, Inc. 4…$16MCrescent City Schools 401(k) PlanCrescent City Schools 401(k)…$16MPotomac Corporation Profit Sharing and 401(k) PlanPotomac Corporation Profit S…$16MMccluskey Chevrolet, Inc. 401(k) Profit Sharing PlanMccluskey Chevrolet, Inc. 40…$16MLerner Universal Corporation 401(k) Retirement Savings PlanLerner Universal Corporation…$16M
End-of-year total assets ($M) among Mid-State Management, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Mid-State Management, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Mid-State Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 0.4664010291571638% vs 2022
2024 filing year
$15M$16M$17M$18M$19M 202220232024 $16.2M $16.2M ▲ +0.5%
Year Plans Participants Total Assets
2022 1 649 $16M
2023 1 408 $18M
2024 1 389 $16M

2024 asset-move particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$16M
Net Income-$2M
Employer EIN043139858
Plan Effective Date1981-09-14
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Mid-State Management, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Mid-State Management, Inc. 401(k) Plan, Total assets ($B): 0.016238514 · Participants: 389Mid-State Management, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Mid-State Management, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Mid-State Management, Inc. 401(k) Plan side-by-side with 3 peers →

Mid-State Management, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Crescent City Schools 401(k) Plan in LA ($16M); by covered participants it is Ems Linq Inc 401(k) Profit Sharing Plan in NC (389 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (389 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 Mid-State Management, Inc. 401(k) Plan assets move in 2024? ▼
Mid-State Management, Inc. 401(k) Plan pulled back noticeably - down 9.3% during 2024, from $18M to $16M. Reported net income was -$2M.
How have Mid-State Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mid-State Management, Inc.'s sponsor-wide assets grew 0.5%, from $16M to $16M.
Which 401(k) plans are similar in size to Mid-State Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Crescent City Schools 401(k) Plan in LA ($16M, 559 participants).
Which 401(k) plans cover a similar participant headcount to Mid-State Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ems Linq Inc 401(k) Profit Sharing Plan in NC (389 participants, $19M 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 043139858.

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.