401(k) · DOL Form 5500 · 2022

Mai Wealth Management, Inc. 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
285
Participants Below avg headcount
85th
Percentile by assets National rank
$125,045
Avg per participant Near avg balance/head
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Official DOL plan name: Mai Wealth Management Employee 401(k) Savings Plan · Sponsored by Mai Wealth Management, Inc. · Ohio · Finance & Insurance

$36M in assets, 285 participants

Mai Wealth Management, Inc.'s Mai Wealth Management Employee 401(k) Savings Plan reported $36M in total assets and 285 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #6,991 in Finance & Insurance (9,261 peers)

Coverage in Ohio

Mai Wealth Management Employee 401(k) Savings Plan covers 285 participants in Ohio, about 37% of the average Ohio filer (state average ~765 per filing). Assets: $36M.

#6,991
in Finance & Insurance (9,261 peers)
-3.2%
assets change YoY
0.4×
vs typical plan assets (national mean)

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.

Mai Wealth Management Employee 401(k) Savings Plan's outsized position by total assets

Mai Wealth Management Employee 401(k) Savings Plan vs every filed plan by assets

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

$35,637,942 Top 15% higher than 85% 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

Mai Wealth Management Employee 401(k) Savings 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. Mai Wealth Management Employee 401(k) Savings Plan sits mid-pack in the medium band (285 participants).

Published 5500 schedule card

Filing strip 271099169 · Mai Wealth Management, Inc. PY 2022 · 401(k)

Mai Wealth Management Employee 401(k) Savings Plan · $36M · 285 · 85th

  • NET $36M
  • NET 285
  • NET 85th
  • NET 401(k)
  • NET near Goldsboro Milling Company 401(k) Profit Sharing Plan & Trust
  • NET ind #6991

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 Finance & Insurance retirement plans → · Plans in Ohio →

Mai Wealth Management Employee 401(k) Savings Plan in the asset neighbourhood

Mai Wealth Management Employee 401(k) Savings PlanMai Wealth Management Employ…$36MGoldsboro Milling Company 401(k) Profit Sharing Plan & TrustGoldsboro Milling Company 40…$36MFinance Factors 401(k)$36MHerbert, Rowland & Grubic, Inc. Profit Sharing and Savings PlanHerbert, Rowland & Grubic, I…$36MTcmi, Inc. 401(k) Profit Sharing PlanTcmi, Inc. 401(k) Profit Sha…$36M
End-of-year total assets ($M) among Mai Wealth Management Employee 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$36M
Net Income-$1M
Employer EIN271099169
Plan Effective Date2007-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mai Wealth Management, Inc.)

Sponsor-wide plan assets over time

All Mai Wealth Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$68M 90.09216076506326% vs 2022
2024 filing year
$30M$40M$50M$60M$70M$80M 202220232024 $35.6M $67.7M ▲ +90.1%
Year Plans Participants Total Assets
2022 1 285 $36M
2023 1 382 $47M
2024 1 421 $68M

Nearby 401(k) Plans in Ohio

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

Mai Wealth Management Employee 401(k) Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Mai Wealth Management Employee 401(k) Savings Plan, Total assets ($B): 0.035637942 · Participants: 285Mai Wealth Management Employee 401(k) Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Mai Wealth Management Employee 401(k) Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Mai Wealth Management Employee 401(k) Savings Plan side-by-side with 3 peers →

Mai Wealth Management Employee 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Goldsboro Milling Company 401(k) Profit Sharing Plan & Trust in NC ($36M); by covered participants it is The Bridgespan Group 401(k) Plan in MA (285 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (285 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 Mai Wealth Management Employee 401(k) Savings Plan assets move in 2022? ▼
Mai Wealth Management Employee 401(k) Savings Plan edged down modestly - down 3.2% during 2022, from $37M to $36M. Reported net income was -$1M.
How have Mai Wealth Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mai Wealth Management, Inc.'s sponsor-wide assets grew 90.1%, from $36M to $68M.
Where does Mai Wealth Management Employee 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Mai Wealth Management Employee 401(k) Savings Plan ranks in the 85th 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 401(k) plans are similar in size to Mai Wealth Management Employee 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Goldsboro Milling Company 401(k) Profit Sharing Plan & Trust in NC ($36M, 324 participants).
Which 401(k) plans cover a similar participant headcount to Mai Wealth Management Employee 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Bridgespan Group 401(k) Plan in MA (285 participants, $57M 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 271099169.

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.