401(k)
2024 plan-year 401(k) DOL Form 5500

MUELLER-YURGAE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

MUELLER-YURGAE ASSOCIATES, INC.

This 401(k) plan holds $21M in total assets and serves 198 participants as of 2024. It is sponsored by MUELLER-YURGAE ASSOCIATES, INC. in Iowa. The plan reported positive net income of $2M for the year.

Total Assets (2023)
$21M
Participants
198
State
Industry
Wholesale Trade

What the Filing Says About MUELLER-YURGAE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

MUELLER-YURGAE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN is a 401(k) retirement plan sponsored by MUELLER-YURGAE ASSOCIATES, INC., headquartered in Iowa. As of the 2024 Form 5500 filing, the plan reports $21M in total end-of-year assets and covers 198 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 421034361, and the plan has been effective since 1984-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $19M at the beginning of 2024 to $21M at year-end — a gain of 10.3%. Net assets (after liabilities) closed the year at $21M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$19M
Total Assets (End of Year)$21M
Net Assets (End of Year)$21M
Net Income$2M
Plan Type401(k)
Employer EIN421034361
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (MUELLER-YURGAE ASSOCIATES, INC.)

Year Plans Participants Total Assets
2022 1 193 $16M
2023 1 206 $19M
2024 1 198 $21M

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Frequently Asked Questions

How much money is in the MUELLER-YURGAE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN?
As of the 2024 Form 5500 filing, MUELLER-YURGAE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN holds $21M in total assets with 198 participants. It is sponsored by MUELLER-YURGAE ASSOCIATES, INC..
What type of plan is MUELLER-YURGAE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN?
MUELLER-YURGAE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN is a 401(k) plan. It has been effective since 1984-01-01. The plan is filed with the U.S. Department of Labor under EIN 421034361.
Who sponsors the MUELLER-YURGAE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN?
MUELLER-YURGAE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN is sponsored by MUELLER-YURGAE ASSOCIATES, INC., located in Iowa. The sponsor's EIN is 421034361 and the plan operates in the Wholesale Trade industry.
How did MUELLER-YURGAE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN perform in 2024?
MUELLER-YURGAE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN grew by 10.3% during 2024, moving from $19M to $21M in total assets. Net income was $2M.
Where can I find official filings for MUELLER-YURGAE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN?
Official Form 5500 filings for MUELLER-YURGAE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 421034361 or plan name at efast.dol.gov.
How does MUELLER-YURGAE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN compare to other plans?
You can compare MUELLER-YURGAE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN against other 401(k) plans on the plan type page, or view plans in Iowa on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 421034361.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.