Back to filter
Original filing (PDF)20251007064020NAL0007612176001
MID-STATE DISTRIBUTING COMPANY
Form 5500-SF
FILING_RECEIVED
MID-STATE DISTRIBUTING COMPANY 401(K) PS PLAN
401(k) retirement plan
Active participants
37
Accounts w/ balance
51
Plan assets (EOY)
$5.0M
Net assets (EOY)
$5.0M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MID-STATE DISTRIBUTING COMPANY.
Plan sponsor
Name
MID-STATE DISTRIBUTING COMPANY
EIN
42-1105289
Address
2600 BELL AVENUE · DES MOINES, IA · 50321
Phone
(515) 244-7231
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-08-01
Tax period
2025-07-31
Filed
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Wholesale Trade plans
DANIELS EQUIPMENT COMPANY, INC.
DANIELS EQUIPMENT COMPANY, INC. 401(K) PLAN & TRUST
$5.0M · 54 participants
QUALITY AND SERVICE MACHINE TOOL COMPANY
QUALITY AND SERVICE MACHINE TOOL COMPANY PROFIT SHARING PLAN
$4.9M · 11 participants
CARL STRUTZ & COMPANY, INC.
CARL STRUTZ & CO., INC. PROFIT SHARING PLAN
$4.9M · 4 participants
LANE EQUIPMENT COMPANY
LANE EQUIPMENT COMPANY 401(K) RETIREMENT SAVINGS TRUST
$4.9M · 65 participants
H.A.D., INC.
H.A.D. INC. 401(K) PLAN
$4.9M · 24 participants
ALLEN AND WEBB INDUSTRIAL SUPPLY CO
ALLEN AND WEBB PROFIT SHARING PLAN
$4.9M · 46 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B