How big is Mid-West Forge Corporation's plan?

Mid-West Forge Corporation's plan reported $17.9M in assets and 18 participants for 2023.

Original filing (PDF)20250701141811NAL0012767409001

Mid-West Forge Corporation

Name: Mid-West Forge Corporation — Mid-West Forge, Form 5500 (2023)
Creator: Mid-West Forge Corporation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Mid-West Forge Corporation Bargaining UNIT Pension Plan

Defined-benefit pension plan · Mid-West Forge Corporation's Mid-West Forge Corporation Bargaining UNIT Pension Plan held $17.9M in plan assets for 18 participants in 2023.

Signals · 1

15% employer stock

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$17.9M

Net assets (EOY)

$17.9M

People on this filing

Jacob Lindquist signed Mid-West Forge Corporation's 2023 Form 5500 as plan administrator.

Jacob Lindquist — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Mid-West Forge Corporation's EIN is 34-6510647.

EIN 34-6510647

Plan number 001

Plan year 2023

ACK ID 20250701141811NAL0012767409001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Mid-West Forge Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MID-WEST FORGE CORPORATION.

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How this plan invests

This plan

240 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 80% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

Plan health

n/a

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (14th percentile).

Helping the score

Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

MID-WEST FORGE CORPORATION

EIN

all filings

Address

2778 SOM CENTER ROAD · SUITE 200 · WILLOUGHBY HILLS, OH · 44094

Phone

(216) 481-3030

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-11-01

Tax period

2024-10-31

Filed

2025-07-01

Pension benefit codes

1B · Flat-dollar DB formula

Audit & trust (Schedule H)

Auditor

REA & ASSOCIATES, INC.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
PNC BANK	22-1146430	—	NONE	$85K	—
BUCK GLOBAL, LLC	13-3954297	—	NONE	$9K	—

Investments

240 direct securities· $16.8M(94% of reported assets)

Bonds / Notes

$7.4M

90 holdings

U.S. Treasuries

$2.7M

9 holdings

Common Stocks

$2.7M

128 holdings

Other securities

$2.2M

11 holdings

Common Collective Trusts

$1.8M

1 holding

Mutual Funds

$32K

1 holding

					% of plan
IShares Core S&P 500 ET Fund 3,108.000 shares	Common Collective Trusts	—	$1.1M	$1.8M	9.9%
Federated Hermes Government Obligations Fund 1,147,010.000 shares	Other securities	—	$1.1M	$1.1M	6.4%
U.S. Treasury Note $805,000 par value, 2.875%, due 5/15/43	U.S. Treasuries	—	$684K	$632K	3.5%
U.S. Treasury Note $630,000 par value, 0.875%, due 11/15/30	U.S. Treasuries	—	$491K	$520K	2.9%
Federated Hermes International Equity Fund 20,120.851 shares	Other securities	—	$372K	$510K	2.8%
U.S. Treasury Note $505,000 par value, 3.875%, due 8/15/34	U.S. Treasuries	—	$512K	$489K	2.7%
U.S. Treasury Bond $875,000 par value, 0%, due 2/15/40	U.S. Treasuries	—	$386K	$427K	2.4%
U.S. Treasury Note $480,000 par value, 2.25%, due 5/15/41	U.S. Treasuries	—	$375K	$353K	2.0%
JP Morgan Chase & Co. $350,000 par value, Var%, due 4/22/51	Common Stocks	—	$247K	$244K	1.4%
Morgan Stanley $335,000 par value, Var%, due 1/25/52	Other securities	—	$224K	$218K	1.2%
Bank of America Corp. $290,000 par value, Var%, due 3/13/52	Common Stocks	—	$217K	$215K	1.2%
Citigroup Inc. $225,000 par value, Var%, due 11/3/32	Common Stocks	—	$186K	$190K	1.1%
Seafarer Overseas Growth and Income Fund 14,593.438 shares	Other securities	—	$178K	$181K	1.0%
Wells Fargo & Company $160,000 par value, Var%, due 4/24/34	Common Stocks	—	$160K	$161K	0.9%
U.S. Treasury Note $130,000 par value, 4.5%, due 5/15/38	U.S. Treasuries	—	$144K	$132K	0.7%
Oracle Corp. $160,000 par value, 3.6%, due 4/1/40	Bonds / Notes	—	$125K	$127K	0.7%
Union Pacific Corp. $130,000 par value, 4.5%, due 1/20/33	Bonds / Notes	—	$130K	$127K	0.7%
Goldman Sachs Group Inc. $145,000 par value, Var%, due 2/24/33	Common Stocks	—	$124K	$127K	0.7%
Virginia Electric & Power Co. $125,000 par value, 5.0%, due 4/1/33	Bonds / Notes	—	$127K	$124K	0.7%
Verizon Communications $125,000 par value, 4.95%, due 3/16/37	Bonds / Notes	—	$128K	$124K	0.7%
State Street Corp. $130,000 par value, Var%, due 8/4/33	Common Stocks	—	$123K	$123K	0.7%
Metlife Inc. $125,000 par value, 5.25%, due 1/15/54	Bonds / Notes	—	$121K	$123K	0.7%
Prologis Inc. $125,000 par value, 4.625%, due 1/15/33	Bonds / Notes	—	$124K	$122K	0.7%
AT&T Inc. $155,000 par value, 3.5%, due 6/1/41	Bonds / Notes	—	$123K	$122K	0.7%
US Ban Corp. $125,000 par value, Var%, due 2/1/34	Common Stocks	—	$122K	$121K	0.7%
DTE Electric Co. $120,000 par value, 5.4%, due 4/1/53	Bonds / Notes	—	$123K	$121K	0.7%
Johnson & Johnson $135,000 par value, 3.55%, due 3/1/36	Bonds / Notes	—	$124K	$121K	0.7%
Truist Financial Corp. $115,000 par value, Var%, due 10/28/33	Common Stocks	—	$121K	$120K	0.7%
Royal Bank of Canada $120,000 par value, 5.0%, due 2/1/33	Bonds / Notes	—	$120K	$120K	0.7%
Duke Energy Carolinas $120,000 par value, 5.3%, due 2/15/40	Bonds / Notes	—	$126K	$120K	0.7%
United Parcel Service $150,000 par value, 3.625%, due 10/1/42	Bonds / Notes	—	$131K	$120K	0.7%
Home Depot Inc. $150,000 par value, 3.3%, due 4/15/40	Bonds / Notes	—	$125K	$119K	0.7%
AEP Transmission Co LLC $120,000 par value, 5.4%, due 3/15/53	Bonds / Notes	—	$126K	$119K	0.7%
Walt Disney Company $105,000 par value, 6.65%, due 11/15/37	Bonds / Notes	—	$125K	$119K	0.7%
Consolidated Edison Co. $150,000 par value, 3.875%, due 6/15/47	Bonds / Notes	—	$124K	$118K	0.7%
Pfizer Inc. $165,000 par value, 2.55%, due 5/28/40	Bonds / Notes	—	$124K	$118K	0.7%
San Diego G&E $120,000 par value, 5.35%, due 4/1/53	Bonds / Notes	—	$126K	$117K	0.7%
Shell International Fin $105,000 par value, 6.375%, due 12/15/38	Bonds / Notes	—	$121K	$117K	0.7%
Public Service Colorado $135,000 par value, 4.5%, due 6/1/52	Bonds / Notes	—	$122K	$116K	0.6%
Berkshire Hathaway Fin $125,000 par value, 4.4%, due 5/15/42	Bonds / Notes	—	$122K	$116K	0.6%
Apple Inc. $135,000 par value, 3.85%, due 5/4/43	Bonds / Notes	—	$124K	$115K	0.6%
Florida Power Light Co. $175,000 par value, 2.875%, due 12/4/51	Bonds / Notes	—	$120K	$115K	0.6%
Conocophillips Company $150,000 par value, 3.8%, due 3/15/52	Bonds / Notes	—	$121K	$114K	0.6%
Comcast Corp. $180,000 par value, 2.8%, due 1/15/51	Bonds / Notes	—	$122K	$113K	0.6%
Walmart Inc. $175,000 par value, 2.65%, due 9/22/51	Bonds / Notes	—	$124K	$113K	0.6%
Caterpillar Inc. $100,000 par value, 6.05%, due 8/15/36	Bonds / Notes	—	$115K	$110K	0.6%
Exxon Mobil Corp. $150,000 par value, 3.452%, due 4/15/51	Bonds / Notes	—	$122K	$110K	0.6%
Pepsi Co Inc. $120,000 par value, 4.65%, due 2/15/53	Bonds / Notes	—	$120K	$109K	0.6%
Realty Income Corp. $125,000 par value, 1.8%, due 3/15/33	Bonds / Notes	—	$94K	$97K	0.5%
Gilead Sciences Inc. $100,000 par value, 4.6%, due 9/1/35	Bonds / Notes	—	$98K	$96K	0.5%