Middleby Marshall, Inc. Retirement Plan — Form 5500 plan (Middleby Corporation)

Plain-English plan 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, Middleby Marshall, Inc. Retirement Plan is a benefit plan reported by Middleby Corporation under EIN 58-1315813 and plan number 001. The latest loaded filing year is 2023. The filing reports 285 participants and $3,220,150 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Middleby Corporation
EIN
58-1315813
Plan number
001
Plan type
2
Location
Elgin, IL
Latest filing year
2023
Participants
285
End-of-year plan assets
$3,220,150

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023285H, C20250912105858NAL0001181680001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,220,150
Total liabilities (EOY)
$7,540
Net assets (EOY)
$3,212,610
Net assets (BOY)
$2,911,220

Income & contributions

Employer contributions
$169,458
Total contributions
$169,458
Total income / additions
$598,107

Expenses & distributions

Benefits paid
$187,135
Administrative expenses
$109,582
Total expenses
$296,717
Net increase / (decrease)
$301,390

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sage Pension Resources, Inc.NONE$50,660not reported in the loaded dataset2023
Northern Trust CompanyNONE$18,431$02023

Related Form 5500 pages