401(k) · DOL Form 5500 · 2022

Martin, Disiere, Jefferson & Wisdom, LLP 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
120
Participants Small participant base
78th
Percentile by assets National rank
$179,889
Avg per participant Above avg balance/head
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Official DOL plan name: Mdj&w 401(k) Plan · Sponsored by Martin, Disiere, Jefferson & Wisdom, LLP · Texas · Other Services

$22M in assets, 120 participants

Martin, Disiere, Jefferson & Wisdom, LLP's Mdj&w 401(k) Plan reported $22M in total assets and 120 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #7,445 in Other Services (8,398 peers)

Coverage in Texas

Mdj&w 401(k) Plan covers 120 participants in Texas, about 17% of the average Texas filer (state average ~688 per filing). Assets: $22M.

#7,445
in Other Services (8,398 peers)
-15.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mdj&w 401(k) Plan's outsized position by total assets

Mdj&w 401(k) Plan vs every filed plan by assets

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

$21,586,624 Top 22% higher than 78% 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

Mdj&w 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. Mdj&w 401(k) Plan sits mid-pack in the medium band (120 participants).

DOL schedule card

Filing strip 760627804 · Martin, Disiere, Jefferson & Wisdom, LLP PY 2022 · 401(k)

Mdj&w 401(k) Plan · $22M · 120 · 78th

  • IND $22M
  • IND 120
  • IND 78th
  • IND 401(k)
  • IND near Poulin Grain, Inc. 401(k) Profit Sharing Plan
  • IND ind #7445

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 Other Services retirement plans → · Plans in Texas →

Mdj&w 401(k) Plan in the asset neighbourhood

Mdj&w 401(k) Plan$22MPoulin Grain, Inc. 401(k) Profit Sharing PlanPoulin Grain, Inc. 401(k) Pr…$22MTague Lumber, Inc. 401(k) Profit Sharing PlanTague Lumber, Inc. 401(k) Pr…$22MAcme Corrugated Box Co., Inc. Profit Sharing and 401(k) PlanAcme Corrugated Box Co., Inc…$22MWfbm, LLP 401(k) Plan$22M
End-of-year total assets ($M) among Mdj&w 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$22M
Net Income-$4M
Employer EIN760627804
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Martin, Disiere, Jefferson & Wisdom, LLP)

Sponsor-wide plan assets over time

All Martin, Disiere, Jefferson & Wisdom, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$27M 26.268614304858417% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $21.6M $27.3M ▲ +26.3%
Year Plans Participants Total Assets
2022 1 120 $22M
2023 1 106 $25M
2024 1 113 $27M

Nearby 401(k) Plans in Texas

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

Mdj&w 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Mdj&w 401(k) Plan, Total assets ($B): 0.021586624 · Participants: 120Mdj&w 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Mdj&w 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Mdj&w 401(k) Plan side-by-side with 3 peers →

Mdj&w 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Poulin Grain, Inc. 401(k) Profit Sharing Plan in VT ($22M); by covered participants it is Newco Distributors, Inc. Retirement Plan in CA (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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 Mdj&w 401(k) Plan assets move in 2022? ▼
Mdj&w 401(k) Plan declined sharply - down 15.1% during 2022, from $25M to $22M. Reported net income was -$4M.
How have Martin, Disiere, Jefferson & Wisdom, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Martin, Disiere, Jefferson & Wisdom, LLP's sponsor-wide assets grew 26.3%, from $22M to $27M.
Where does Mdj&w 401(k) Plan rank by assets among Form 5500 filers? ▼
Mdj&w 401(k) Plan ranks in the 78th 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 Mdj&w 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Poulin Grain, Inc. 401(k) Profit Sharing Plan in VT ($22M, 127 participants).
Which 401(k) plans cover a similar participant headcount to Mdj&w 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Newco Distributors, Inc. Retirement Plan in CA (120 participants, $4M 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 760627804.

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.