401(k) · DOL Form 5500 · 2022

Magnolia Capital Management Company, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
187
Participants Below avg headcount
46th
Percentile by assets National rank
$21,288
Avg per participant Low balance/head
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Official DOL plan name: Magnolia Capital Management Company, Inc. 401(k) Plan · Sponsored by Magnolia Capital Management Company, Inc. · Illinois · Finance & Insurance

$4M in assets, 187 participants

Magnolia Capital Management Company, Inc.'s Magnolia Capital Management Company, Inc. 401(k) Plan reported $4M in total assets and 187 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.

  • #2,920 in Finance & Insurance (9,261 peers)

Coverage in Illinois

Magnolia Capital Management Company, Inc. 401(k) Plan covers 187 participants in Illinois, about 24% of the average Illinois filer (state average ~779 per filing). Assets: $4M.

#2,920
in Finance & Insurance (9,261 peers)
+10.6%
assets growth YoY

Magnolia Capital Management Company, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Magnolia Capital Management Company, Inc. 401(k) Plan vs every filed plan by assets

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

$3,980,816 46th percentile higher than 46% 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

Magnolia Capital Management Company, Inc. 401(k) 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. Magnolia Capital Management Company, Inc. 401(k) Plan sits mid-pack in the medium band (187 participants).

Plan-year Form 5500 strip

Filing strip 813604920 · Magnolia Capital Management Company, Inc. PY 2022 · 401(k)

Magnolia Capital Management Company, Inc. 401(k) Plan · $4M · 187 · 46th

  • BOOK $4M
  • VS-ST 187
  • BOY 46th
  • SCH 401(k)
  • EBSA near Business Development Finance Corporation 401(k) Plan
  • PART ind #2920

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 Illinois →

Magnolia Capital Management Company, Inc. 401(k) Plan in the asset neighbourhood

Magnolia Capital Management Company, Inc. 401(k) PlanMagnolia Capital Management …$4MBusiness Development Finance Corporation 401(k) PlanBusiness Development Finance…$4MWholesale Management 401(k) Profit Sharing PlanWholesale Management 401(k) …$4MSouth Shore Manufacturing Inc. Retirement PlanSouth Shore Manufacturing In…$4MTransitional Learning Center 401(k) PlanTransitional Learning Center…$4M
End-of-year total assets ($M) among Magnolia Capital Management Company, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$316K
Employer EIN813604920
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Magnolia Capital Management Company, Inc.)

Sponsor-wide plan assets over time

All Magnolia Capital Management Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$391K 90.16689040638904% vs 2022
2024 filing year
$0M$2M$4M$6M 202220232024 $3.98M $0.39M ▼ -90.2%
Year Plans Participants Total Assets
2022 1 187 $4M
2023 1 175 $5M
2024 1 177 $391K

Nearby 401(k) Plans in Illinois

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

Magnolia Capital Management Company, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Magnolia Capital Management Company, Inc. 401(k) Plan, Total assets ($B): 0.003980816 · Participants: 187Magnolia Capital Management Company, Inc. 401(k) PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Magnolia Capital Management Company, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Magnolia Capital Management Company, Inc. 401(k) Plan side-by-side with 3 peers →

Magnolia Capital Management Company, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Business Development Finance Corporation 401(k) Plan in AZ ($4M); by covered participants it is Sequoia 401(k) Plan in CA (187 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (187 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 Magnolia Capital Management Company, Inc. 401(k) Plan assets move in 2022? ▼
Magnolia Capital Management Company, Inc. 401(k) Plan grew at a solid clip - up 10.6% during 2022, from $4M to $4M. Reported net income was $316K.
How have Magnolia Capital Management Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Magnolia Capital Management Company, Inc.'s sponsor-wide assets declined 90.2%, from $4M to $391K.
Which 401(k) plans are similar in size to Magnolia Capital Management Company, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Business Development Finance Corporation 401(k) Plan in AZ ($4M, 20 participants).
Which 401(k) plans cover a similar participant headcount to Magnolia Capital Management Company, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sequoia 401(k) Plan in CA (187 participants, $72M 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 813604920.

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.