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Department of Labor filing

MWI, INC.

MWI, INC. 401(K) PLAN · For the plan year ended Mar 31, 2025

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Public filing 2024 · received Jan 8, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

25filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support
$1,304

Reported employer contributions per active participant.

Higher than about 27% of comparable plans
#People in the filing
115

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$293 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 21% of comparable plans
↗Investment performance
Not available

Plan assets changed 9.1%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202425out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions27th percentileTypical peer $2,163 · based on 323 comparable plans
Lower reported administrative expense21st percentileTypical peer $162 · based on 321 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Mar 31, 2025, MWI, INC. reported $150,000 in employer contributions across the plan and 115 active participants. That works out to $1,304 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy79%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 46.0%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 3.6%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context25/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$150,000
Participant contributions
$558,417
Other contributions
$11,006
Employer share of reported contributions
21.2%
Beginning assets
$9,115,976
Ending assets
$9,944,152
Ending net assets
$9,944,152
Ending liabilities
$0
Total income
$1,296,411
Total expenses
$468,235
Administrative expenses
$40,694
Participant loans
$147,107

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$2,416
2023
$1,441
2024
$1,304
Plan-paid administrative expenses per participant
2022
$283
2023
$263
2024
$293
Active participants
2022
111
2023
118
2024
115
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$1,3041159.9M20260108135748NAL0003490483001
2023$1,4411189.1M20241213110013NAL0021541584001
2022$2,4161117.8M20240125100551NAL0015143329001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
1.5%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
161374611-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jul 1, 1981
Industry
Industry group 335
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
ALLIANZ GLOBAL INVESTORS DISTRIBUTO2024Not reportedunknown
AMERICAN FUNDS DISTRIBUTORS, INC.2024Not reportedunknown
DIMENSIONAL FUND ADVISORS2024Not reportedunknown
FEDERATED SECURITIES CORP.2024Not reportedunknown
J.P. MORGAN INVESTMENT MANAGEMENT2024Not reportedunknown
JANUS DISTRIBUTORS, LLC2024Not reportedunknown
NUVEEN INVESTMENTS2024Not reportedunknown
PHOENIX - VIRTUS2024Not reportedunknown
PUTNAM RETAIL MANAGEMENT2024Not reportedunknown
TIAA-CREF FUNDS2024Not reportedunknown
VANGUARD2024Not reportedunknown

Current plan terms

Help fill the gap the filing leaves.

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Filing ACK_ID20260108135748NAL0003490483001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗