401(k) · DOL Form 5500 · 2024

Midwest Holding LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
103
Participants Small participant base
48th
Percentile by assets National rank
$66,371
Avg per participant Below avg balance/head
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Official DOL plan name: Midwest Holding LLC · Sponsored by Midwest Holding LLC · Nebraska · Finance & Insurance

$7M in assets, 103 participants

Midwest Holding LLC's Midwest Holding LLC reported $7M in total assets and 103 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #2,799 in Finance & Insurance (8,549 peers)

Coverage in Nebraska

Midwest Holding LLC covers 103 participants in Nebraska, about 19% of the average Nebraska filer (state average ~552 per filing). Assets: $7M.

#2,799
in Finance & Insurance (8,549 peers)
+67.7%
assets growth YoY

Midwest Holding LLC's mid-pack asset rank among Finance & Insurance and all filers

Midwest Holding LLC vs every filed plan by assets

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

$6,836,185 48th percentile higher than 48% 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

Midwest Holding LLC 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. Midwest Holding LLC sits mid-pack in the medium band (103 participants).

Published 5500 schedule card

Filing strip 200362426 · Midwest Holding LLC PY 2024 · 401(k)

Midwest Holding LLC · $7M · 103 · 48th

  • TYPE $7M
  • TYPE 103
  • TYPE 48th
  • TYPE 401(k)
  • TYPE near Fairbank Group Retirement Plan
  • TYPE ind #2799

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 Finance & Insurance retirement plans → · Plans in Nebraska →

Midwest Holding LLC in the asset neighbourhood

Midwest Holding LLC$7MFairbank Group Retirement PlanFairbank Group Retirement Pl…$7MMckinley Paper Company Washington Mill 401(k) PlanMckinley Paper Company Washi…$7MButternut Mountain Farm 401(k) Retirement PlanButternut Mountain Farm 401(…$7MNomad Global Communication Solutions 401(k) PlanNomad Global Communication S…$7M
End-of-year total assets ($M) among Midwest Holding LLC and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Nebraska filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$7M
Net Income$3M
Employer EIN200362426
Plan Effective Date2010-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Nebraska

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

Midwest Holding LLC vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Midwest Holding LLC, Total assets ($B): 0.006836185 · Participants: 103Midwest Holding LLCHdr, Inc. Best Plan and ESOP, Total assets ($B): 7.698378085 · Participants: 11460Hdr, Inc. Best Plan and ESOPPeter Kiewit Sons, Inc. Retirement Savings Plan, Total assets ($B): 2.800326806 · Participants: 17030Peter Kiewit Sons, Inc. Retirement Savings PlanUnion Pacific Agreement Employee 401(k) Retirement Thrift Plan, Total assets ($B): 2.389799139 · Participants: 28813Union Pacific Agreement Employee 401(k) Retirement Thrift PlanUnion Pacific Corporation Thrift Plan, Total assets ($B): 2.304431309 · Participants: 5350Union Pacific Corporation Thrift PlanFirst National of Nebraska, Inc. First Savings Plan, Total assets ($B): 1.045428819 · Participants: 4950First National of Nebraska, Inc. First Savings Plan
Midwest Holding LLC vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Midwest Holding LLC side-by-side with 3 peers →

Midwest Holding LLC's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Fairbank Group Retirement Plan in MA ($7M); by covered participants it is Chrysalis House Inc 401(k) Profit Sharing Plan & Trust in MD (103 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (103 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 Midwest Holding LLC assets move in 2024? ▼
Midwest Holding LLC surged - up 67.7% during 2024, from $4M to $7M. Reported net income was $3M.
Which 401(k) plans are similar in size to Midwest Holding LLC? ▼
Among 401(k) plans in other states, the closest by assets is Fairbank Group Retirement Plan in MA ($7M, 563 participants).
Which 401(k) plans cover a similar participant headcount to Midwest Holding LLC? ▼
Among 401(k) plans in other states, the closest by covered participants is Chrysalis House Inc 401(k) Profit Sharing Plan & Trust in MD (103 participants, $207K 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 200362426.

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.