ESOP · DOL Form 5500 · 2022

Madison Investment Holdings, Inc. ESOP

Data updated 2026-08-25

$34M
Total assets Below avg plan size
67
Participants Small participant base
84th
Percentile by assets National rank
$509,409
Avg per participant High balance/head
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Official DOL plan name: Madison Investment Employee Stock Ownership Plan · Sponsored by Madison Investment Holdings, Inc. · Wisconsin · Finance & Insurance

$34M in assets, 67 participants

Madison Investment Holdings, Inc.'s Madison Investment Employee Stock Ownership Plan reported $34M in total assets and 67 participants in its 2022 DOL Form 5500 filing, ranking in the 84th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #6,913 in Finance & Insurance (9,261 peers)

Where Madison Investment Employee Stock Ownership Plan sits by assets

Madison Investment Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $34M for 67 participants (~$509,409/participant), down 21.1% in 2022.

#6,913
in Finance & Insurance (9,261 peers)
-21.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Madison Investment Employee Stock Ownership Plan's outsized position by total assets

Madison Investment Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$34,130,370 Top 16% higher than 84% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Madison Investment Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Madison Investment Employee Stock Ownership Plan is a small filing (67 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 391194160 · Madison Investment Holdings, Inc. PY 2022 · ESOP

Madison Investment Employee Stock Ownership Plan · $34M · 67 · 84th

  • RANK $34M
  • RANK 67
  • RANK 84th
  • RANK ESOP
  • RANK near Mhs Lift Holdings, Inc. ESOP
  • RANK ind #6913

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in Wisconsin →

Madison Investment Employee Stock Ownership Plan in the asset neighbourhood

Koops, Inc. Employee Stock Ownership PlanKoops, Inc. Employee Stock O…$34MMoore Engineering, Inc. Employee Stock Ownership Plan and TrustMoore Engineering, Inc. Empl…$34MMhs Lift Holdings, Inc. ESOP$34MMadison Investment Employee Stock Ownership PlanMadison Investment Employee …$34MCommerce Bank and Trust Holding Company Employee Stock Ownership Plan and TrustCommerce Bank and Trust Hold…$34M
End-of-year total assets ($M) among Madison Investment Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$34M
Net Income-$9M
Employer EIN391194160
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Madison Investment Holdings, Inc.)

Sponsor-wide plan assets over time

All Madison Investment Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$46M 35.95965118456085% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $34.1M $46.4M ▲ +36.0%
Year Plans Participants Total Assets
2022 1 67 $34M
2023 1 76 $36M
2024 1 84 $46M

Nearby ESOP Plans in Wisconsin

Peer ESOP plans, same state, same plan type, ranked by total assets.

Madison Investment Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -10123 Total assets ($B) Participants Madison Investment Employee Stock Ownership Plan, Total assets ($B): 0.03413037 · Participants: 67Madison Investment Employee Stock Ownership PlanSchreiber Foods, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.652316726 · Participants: 5656Schreiber Foods, Inc. Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.640316132 · Participants: 2608Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.29452491 · Participants: 1649Ki Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.292527762 · Participants: 747Wausau Supply Company Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.25846345 · Participants: 210Trachte Building Systems Employee Stock Ownership Plan
Madison Investment Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Madison Investment Employee Stock Ownership Plan side-by-side with 3 peers →

Madison Investment Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Mhs Lift Holdings, Inc. ESOP in NJ ($34M); by covered participants it is American Bank Employee Stock Ownership Plan in PA (67 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (67 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Madison Investment Employee Stock Ownership Plan assets move in 2022? ▼
Madison Investment Employee Stock Ownership Plan declined sharply - down 21.1% during 2022, from $43M to $34M. Reported net income was -$9M.
How have Madison Investment Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Madison Investment Holdings, Inc.'s sponsor-wide assets grew 36.0%, from $34M to $46M.
Where does Madison Investment Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Madison Investment Employee Stock Ownership Plan ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Madison Investment Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mhs Lift Holdings, Inc. ESOP in NJ ($34M, 196 participants).
Which ESOP plans cover a similar participant headcount to Madison Investment Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is American Bank Employee Stock Ownership Plan in PA (67 participants, $790K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391194160.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.