401(k) · DOL Form 5500 · 2024
Midwest Geriatric Management, LLC 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 2,791
- Participants Above avg headcount
- 58th
- Percentile by assets National rank
- $4,047
- Avg per participant Low balance/head
Official DOL plan name: Midwest Geriatric Management, LLC 401(k) Plan · Sponsored by Midwest Geriatric Management, LLC · Missouri · Healthcare & Social Assistance
$11M in assets, 2,791 participants
Midwest Geriatric Management, LLC's Midwest Geriatric Management, LLC 401(k) Plan reported $11M in total assets and 2,791 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.
- #10,766 in Healthcare & Social Assistance (16,916 peers)
Coverage in Missouri
Midwest Geriatric Management, LLC 401(k) Plan covers 2,791 participants in Missouri, 3.8x the typical Missouri plan (state average ~737 per filing). Assets: $11M.
- #10,766
- in Healthcare & Social Assistance (16,916 peers)
- +36.8%
- assets growth YoY
Midwest Geriatric Management, LLC 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Midwest Geriatric Management, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,295,072 Top 42% higher than 58% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Midwest Geriatric Management, LLC 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Midwest Geriatric Management, LLC 401(k) Plan lands in the large band (2,791 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Midwest Geriatric Management, LLC 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Midwest Geriatric Management, LLC 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Midwest Geriatric Management, LLC 401(k) Plan reported participants rose from 2,060 in the plan year 2023 filing to 2,791 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 453069327 · Midwest Geriatric Management, LLC PY 2024 · 401(k)
Midwest Geriatric Management, LLC 401(k) Plan · $11M · 2,791 · 58th
- SCH $11M
- EBSA 2,791
- PART 58th
- TYPE 401(k)
- NET near Shop Rite, Inc. Profit Sharing 401(k) Plan
- BOOK ind #10766
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 Healthcare & Social Assistance retirement plans → · Plans in Missouri →
Midwest Geriatric Management, LLC 401(k) Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $3M |
| Employer EIN | 453069327 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Midwest Geriatric Management, LLC)
Sponsor-wide plan assets over time
All Midwest Geriatric Management, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 75.71769603599273% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,778 | $6M |
| 2023 | 1 | 2,060 | $8M |
| 2024 | 1 | 2,791 | $11M |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $12.4B · 47,254
- Bayer Corporation Savings and Retirement Plan $10.8B · 19,357
- Emerson Savings Plan $7.4B · 8,315
- Enterprise Holdings Retirement Savings Plan $6.5B · 72,024
- Centene Management Corporation Retirement Plan $4.7B · 53,760
Midwest Geriatric Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Shop Rite, Inc. Profit Sharing 401(k) Plan in LA ($11M); by covered participants it is First Solar, Inc. 401(k) Plan in OH (2,791 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Shop Rite, Inc. Profit Sharing 401(k) Plan (LA) $11M · 613
- Liaison Resources, LP 401(k) Savings Plan (TX) $11M · 102
- Eight Partners Vc, LLC Retirement Trust (TX) $11M · 69
- Fnb Bank, Inc. 401(k) Plan (KY) $11M · 130
Similar participant headcount
Nearest other-state filings by covered participants (2,791 participants); asset peers above are excluded.
- First Solar, Inc. 401(k) Plan (OH) 2,791 · 0 off
- Dsi 401(k) Plan (AL) 2,790 · 1 off
- Wright Service Corp. 401(k) Retirement Plan (IA) 2,790 · 1 off
- Astrion 401(k) Plan (AL) 2,793 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.