Retirement plan

MEDLINE INDUSTRIES, INC. RETIREMENT PLAN

Name: MEDLINE INDUSTRIES, INC. - MEDLINE INDUSTRIES, INC. RETIREMENT PLAN (2015) Form 5500
Creator: MEDLINE INDUSTRIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MEDLINE INDUSTRIES, INC. RETIREMENT PLAN, MEDLINE INDUSTRIES, INC.

MEDLINE INDUSTRIES, INC.EIN 36-2596612Plan #001PY 2015

ONE MEDLINE PLACE - MUNDELEIN, IL 600604485847-949-5500muthuandco.comLinkedIn11-50 employees

Prospect flagsCorrective distributions

Top hat statement on fileNQDC

Filed August 28, 2025 (most recent of 2 filings on file)

Plan administrator

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Three Lakes Drive

Northfield, IL 60093

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Plans declared (1)

Plan name not on file15 emp

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Total assets (EOY)

$461.2M

-13.8% from 2016

Total participants

5,212

-20.9% from 2016

Average account balance

$94,092

+12.8% from 2016

Annual return

0.57%

-12.44 pp from 2016

Benchmarks

See 217 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants1,000-4,999

Cohort217 peers

Snapshot2015

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.64B

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$58K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

27,999

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

98.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$171.67M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.76%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$58

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 P.O.BOX 2600 · VALLEY FORGE, PA 19482	Recordkeeping	$224,251
PLAN DESIGN CONSULTANTS, INC.1+ years Filed as: PLAN SPONSOR ADVISORS, LLC Service code 27 · EIN 20-1079566 227 WEST MONROE STREET · CHICAGO, IL 60606	Advisory (Plan)	$30,900

Plan features & details

Pension benefit codes2E2F2G2J2K3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$258K

$57 / participant

Investment mgmt$81K31.5%
Contract admin$177K68.5%

% of EOY assets

0.056%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: OSTROW REISIN BERK & ABRAMS, LTD.
Auditor EIN: 362938874
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$94,092

$74,498+26.3%

$94,229-0.1%

$59,188+59.0%

Participation rate

93.2%

76.8%+16.4pp

78.8%+14.4pp

69.4%+23.7pp

Annual return

0.57%

2.76%-2.2pp

10.68%-10.1pp

5.51%-4.9pp

Employer contribution / active EE

$2,194

$2,077+5.6%

$3,587-38.8%

$2,098+4.6%

Participant deferral / active EE

$6,786

$3,433+97.7%

$4,320+57.1%

$3,265+107.8%

Admin fee / account holder

$53

$103-48.9%

$6,269-99.2%

$92-43.0%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.1+ years

Filed as: VANGUARD GROUP INC.

Service code 15 · EIN 23-1945930

P.O.BOX 2600 · VALLEY FORGE, PA 19482

Recordkeeping

$224,251

PLAN DESIGN CONSULTANTS, INC.1+ years

Filed as: PLAN SPONSOR ADVISORS, LLC

Service code 27 · EIN 20-1079566

227 WEST MONROE STREET · CHICAGO, IL 60606

Advisory (Plan)

$30,900

MEDLINE INDUSTRIES, INC. RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MEDLINE INDUSTRIES, INC. RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion