2023 Form 5500 filing — Middleby Marshall, Inc. Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250912105858NAL0001181680001) for Middleby Marshall, Inc. Retirement Plan, reported by Middleby Corporation under EIN 58-1315813 and plan number 001. It reports 285 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$3.2MReported net assets$3,212,610
Participants285
Provider compensation$69.1K2 Schedule C row(s)$69,091
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250912105858NAL0001181680001
- Plan sponsor
- Middleby Corporation
- EIN
- 58-1315813
- Plan number
- 001
- Location
- Elgin, IL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$3.2M total assets
Net assets$3.2MLiabilities$7.5K
Full reported line items
- Total assets (EOY)
- $3,220,150
- Total liabilities (EOY)
- $7,540
- Net assets (EOY)
- $3,212,610
- Employer contributions
- $169,458
- Total income / additions
- $598,107
- Benefits paid
- $187,135
- Administrative expenses
- $109,582
- Total expenses
- $296,717
- Net increase / (decrease)
- $301,390
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sage Pension Resources, Inc. | NONE | $50,660 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $18,431 | $0 |