DFX Intelligence
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Company
M••••••••• I•••
Formerly B•••• I••••••••• S••••• C••• I••• (until plan year 2022)
Fort Atkinson, WI·Specialty distribution / Machinery equipment wholesale·NAICS 423800
Last verified Jan 1, 2023
1 source · 9 observations · 3 events
Scored not yet
This company left the observable Form 5500 record: no return on file for plan year 2023 under this EIN or a successor. Absence is observed; the cause is not, and a late filer can reappear in a later edition. It is not scored and not matched. Its history stays on this page.
Nothing material in the last 90 days. Last change: 1 Jan 2023, ••• Locked.
Dealability
n/a
not scored
Sponsor fit
n/a
not scored
Transition readiness
n/a
not scored
Urgency
n/a
not scored
Data confidence
n/a
not scored
Opportunity
n/a
ranking only
What is it
Specialty distribution (Machinery equipment wholesale) employer in Fort Atkinson, WI, with 61 benefit plan participants on its latest filing, and a benefit plan in place since 1972. No website description has been captured yet.
Why does it fit
no components
Why now
no components
How large is it
No size estimate: no workforce proxy on file.
How certain are we
no components
What changed
Ownership and transition activity
How the four classes are defined- Jun 15, 2022announcedConfirmed transactionFactStrategic acquisitionconfidence 85%Strategic acquisition; the plan sponsor of record was B•••• I••••••••• S••••• C••• I•••DFX analyst research (General-assisted, every claim URL-cited) mdm.com · last verified Sep 14, 2026
- Jan 1, 2022plan year 2022Company transitionFactFinal filing, then absentconfidence 95%Final Form 5500 for 1 plan; no return on record the following plan year under this EIN or a successorBuyer: S•••• I••••••••• M••••• G••••DOL EFAST2 Form 5500 datasets mdm.com · last verified Sep 12, 2026
- Jan 1, 2022plan year 2022Company transitionFactSponsor renamedconfidence 90%Plan sponsor name changed from B•••• I••••••••• S••••• C••• I••• to M••••••••• I•••DOL EFAST2 Form 5500 datasets efast.dol.gov · last verified Sep 12, 2026
Announced transactions
- Jun 15, 2022Strategic acquisitionconfidence 85%S•••• I••••••••• M••••• G•••• (named in the announcement; no firm record yet) acquired M••••••••• I••• (Fort Atkinson, WI)
••• Locked
DFX analyst research (General-assisted, every claim URL-cited) mdm.com
- Every dated event
- Jan 1, 2023Left the Form 5500 recordFactCompany transition••• LockedDOL EFAST2 Form 5500 datasets efast.dol.gov
- Jan 1, 2022Plan sponsor name changedFactOwnership event••• LockedDOL EFAST2 Form 5500 datasets efast.dol.gov
- Jan 1, 2022Final benefit plan filingFactTransaction preparation••• LockedDOL EFAST2 Form 5500 datasets efast.dol.gov
Decision makers
No named leader on the record yet: the company's site did not list one where we read it.
Profile
- Founded
- benefit plan since Jan 1, 1972 (age floor 54 years)
- Ownership
- not observed
- Plans on file
- 1
What is the evidenceAbout the evidenceEvery observation on the tape for this company. Facts come from a named source; inferences and estimates are DFX's and say so.
| Fact | Value | Class | Effective | Source | Evidence |
|---|---|---|---|---|---|
| Active participants | 21 | Fact | 2022-01-01 | DOL EFAST2 Form 5500 datasets | |
| Hq location | Fort Atkinson, WI | Fact | 2022-01-01 | DOL EFAST2 Form 5500 datasets | |
| Naics code | 423800 | Fact | 2022-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan count | 1 | Fact | 2022-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan effective date earliest | 1972-01-01 | Fact | 2022-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 61 | Fact | 2022-01-01 | DOL EFAST2 Form 5500 datasets | |
| Record status | departed | Fact | 2023-01-01 | DOL EFAST2 Form 5500 datasets | |
| Subsector | Machinery equipment wholesale | Fact | 2022-01-01 | DOL EFAST2 Form 5500 datasets | |
| Vertical | Specialty distribution | Fact | 2022-01-01 | DOL EFAST2 Form 5500 datasets |