401(k) · DOL Form 5500 · 2022

Service by Medallion, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
116
Participants Small participant base
63rd
Percentile by assets National rank
$79,565
Avg per participant Below avg balance/head
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Official DOL plan name: Service by Medallion, Inc. 401(k) & Retirement Plan · Sponsored by Service by Medallion, Inc. · California · Administrative & Support Services

$9M in assets, 116 participants

Service by Medallion, Inc.'s Service by Medallion, Inc. 401(k) & Retirement Plan reported $9M in total assets and 116 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #4,014 in Administrative & Support Services (4,927 peers)

Coverage in California

Service by Medallion, Inc. 401(k) & Retirement Plan covers 116 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $9M.

#4,014
in Administrative & Support Services (4,927 peers)
-13.6%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Service by Medallion, Inc. 401(k) & Retirement Plan's mid-pack asset rank among Administrative & Support Services and all filers

Service by Medallion, Inc. 401(k) & Retirement Plan vs every filed plan by assets

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

$9,229,571 Top 37% higher than 63% 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

Service by Medallion, Inc. 401(k) & Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Service by Medallion, Inc. 401(k) & Retirement Plan sits mid-pack in the medium band (116 participants).

EBSA filing schedule strip

Filing strip 942537238 · Service by Medallion, Inc. PY 2022 · 401(k)

Service by Medallion, Inc. 401(k) & Retirement Plan · $9M · 116 · 63rd

  • TYPE $9M
  • NET 116
  • BOOK 63rd
  • VS-ST 401(k)
  • BOY near Apex Industrial Technologies LLC 401(k) Profit Sharing Plan & Trust
  • SCH ind #4014

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 Administrative & Support Services retirement plans → · Plans in California →

Service by Medallion, Inc. 401(k) & Retirement Plan in the asset neighbourhood

Service by Medallion, Inc. 401(k) & Retirement PlanService by Medallion, Inc. 4…$9MApex Industrial Technologies LLC 401(k) Profit Sharing Plan & TrustApex Industrial Technologies…$9MTexar Federal Credit Union 401(k) Plan and TrustTexar Federal Credit Union 4…$9MVortex Companies, LLC 401(k) PlanVortex Companies, LLC 401(k)…$9MAllied 401(k) Plan$9M
End-of-year total assets ($M) among Service by Medallion, Inc. 401(k) & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$9M
Net Income-$1M
Employer EIN942537238
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Service by Medallion, Inc.)

Sponsor-wide plan assets over time

All Service by Medallion, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 27.46674791276864% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $9.23M $11.8M ▲ +27.4%
Year Plans Participants Total Assets
2022 1 116 $9M
2023 1 112 $9M
2024 1 124 $12M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Service by Medallion, Inc. 401(k) & Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Service by Medallion, Inc. 401(k) & Retirement Plan, Total assets ($B): 0.009229571 · Participants: 116Service by Medallion, Inc. 401(k) & Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Service by Medallion, Inc. 401(k) & Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants

Service by Medallion, Inc. 401(k) & Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Apex Industrial Technologies LLC 401(k) Profit Sharing Plan & Trust in OH ($9M); by covered participants it is Osprey Packs, Inc. 401(k) Profit Sharing Plan in CO (116 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (116 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 Service by Medallion, Inc. 401(k) & Retirement Plan assets move in 2022?
Service by Medallion, Inc. 401(k) & Retirement Plan pulled back noticeably - down 13.6% during 2022, from $11M to $9M. Reported net income was -$1M.
How have Service by Medallion, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Service by Medallion, Inc.'s sponsor-wide assets grew 27.5%, from $9M to $12M.
Which 401(k) plans are similar in size to Service by Medallion, Inc. 401(k) & Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Apex Industrial Technologies LLC 401(k) Profit Sharing Plan & Trust in OH ($9M, 174 participants).
Which 401(k) plans cover a similar participant headcount to Service by Medallion, Inc. 401(k) & Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Osprey Packs, Inc. 401(k) Profit Sharing Plan in CO (116 participants, N/A in assets).