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Employer · plans filed under one EIN

Miniat Holdings LLC

South Holland, IL · Manufacturing

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$55.0Mnet assets across plans
379participant records315 active
$1.3Memployer contributions, latest plan years$3,973 per active record
$111KSchedule C compensation to organisations$292.09 per participant record

Miniat Holdings LLC, based in South Holland, Illinois, sponsors 2 retirement plans with 100 or more participants: 2 defined contribution. Together they reported 379 participant records and $55.0M in net assets.

The largest is Miniat Holdings LLC Employees' Profit Sharing Plan and Trust, a 401(k) plan with 241 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $1.3M and participant contributions $1.3M in the latest plan years; benefits paid were $3.2M. Schedule C compensation reported to service provider organisations totalled $111K.

Combined net assets moved from $32.3M in 2018 to $55.0M in 2025 (up 70%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Miniat Holdings LLC Employees' Profit Sharing Plan and Trust401(k) plan2025241$55.0M$228,094$6,587$111K
Ed Miniat LLC Retirement Plan401(k) plan2025138———$0
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2018: $32.3M2019: $38.4M2020: $45.9M2021: $52.9M2022: $44.7M2023: $45.9M2024: $47.5M2025: $55.0M$32.3M$55.0M20182020202220242025
Combined net assets
2018: 1842019: 2032020: 2082021: 2062022: 2552023: 2562024: 3842025: 37918438437920182020202220242025
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20252379$55.0M$1.3M$1.3M
20242384$47.5M$0$1.3M
20231256$45.9M$318K$1.2M
20221255$44.7M$1.5M$1.1M
20211206$52.9M$789K$1.1M
20201208$45.9M$1.5M$1.0M
20191203$38.4M$1.7M$914K
20181184$32.3M$1.6M$779K

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Osaic Wealth Inc.Investment advisory (plan)1$77,633
Fidelity Investments InstitutionalParticipant loan processing1$25,890
Forest Capital ManagementInvestment advisory (plan)1$7,178

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Osaic Wealth Inc.$78K
Fidelity Investments Institutional$26K
Forest Capital Management$7,178

Questions and answers

How many retirement plans does Miniat Holdings LLC have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Miniat Holdings LLC Employees' Profit Sharing Plan and Trust and Ed Miniat LLC Retirement Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Miniat Holdings LLC contribute to its plans?

$1,251,548 in employer contributions across these plans in their latest plan years, about $3,973 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Osaic Wealth Inc., Fidelity Investments Institutional and Forest Capital Management. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.