Defined Benefit (Pension)
2024 plan-year Defined Benefit (Pension) DOL Form 5500

Midwest Express Retirement Pension Plan

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

Sponsored by Midwest Express Inc. · Ohio · Transportation & Warehousing

What the 2023 filing shows

Midwest Express Retirement Pension Plan holds $44M for 212 participants — about $206,532 per participant, down 0.2% over the 2024 plan year.

$44M
total plan assets (2024 EOY)
212
covered participants
$206,532
avg assets per participant
-0.2%
assets change YoY

The plan reported a net loss of $101K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$44M
Participants
212
State
Industry
Transportation & Warehousing

What the Filing Says About Midwest Express Retirement Pension Plan

Midwest Express Retirement Pension Plan is a Defined Benefit (Pension) retirement plan sponsored by Midwest Express Inc., headquartered in Ohio. As of the 2024 Form 5500 filing, the plan reports $44M in total end-of-year assets and covers 212 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 510298133, and the plan has been effective since 2000-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $44M at the beginning of 2024 to $44M at year-end — a decline of 0.2%. Net assets (after liabilities) closed the year at $44M, with reported net income of $-100,663 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)$44M
Total Assets (End of Year)$44M
Net Assets (End of Year)$44M
Net Income$-100,663
Plan TypeDefined Benefit (Pension)
Employer EIN510298133
Plan Effective Date2000-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Midwest Express Inc.)

Year Plans Participants Total Assets
2022 1 242 $43M
2023 1 222 $44M
2024 1 212 $44M

Nearby Defined Benefit (Pension) Plans in Ohio

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Midwest Express Retirement Pension Plan?
As of the 2024 Form 5500 filing, Midwest Express Retirement Pension Plan holds $44M in total assets with 212 participants. It is sponsored by Midwest Express Inc..
What type of plan is Midwest Express Retirement Pension Plan?
Midwest Express Retirement Pension Plan is a Defined Benefit (Pension) plan. It has been effective since 2000-04-01. The plan is filed with the U.S. Department of Labor under EIN 510298133.
Who sponsors the Midwest Express Retirement Pension Plan?
Midwest Express Retirement Pension Plan is sponsored by Midwest Express Inc., located in Ohio. The sponsor's EIN is 510298133 and the plan operates in the Transportation & Warehousing industry.
How did Midwest Express Retirement Pension Plan perform in 2024?
Midwest Express Retirement Pension Plan declined by 0.2% during 2024, moving from $44M to $44M in total assets. Net income was $-100,663.
Where can I find official filings for Midwest Express Retirement Pension Plan?
Official Form 5500 filings for Midwest Express Retirement Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 510298133 or plan name at efast.dol.gov.
How does Midwest Express Retirement Pension Plan compare to other plans?
You can compare Midwest Express Retirement Pension Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in Ohio 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 510298133.

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 U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.