401(k) · DOL Form 5500 · 2023

Madison Re I.I. 401(k) Plan

Data updated 2026-08-25

$17K
Total assets Small plan by assets
N/A
Participants Small participant base
2nd
Percentile by assets National rank
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Official DOL plan name: Madison Pr Retirement Plan · Sponsored by Madison Re I.I. · Puerto Rico · Professional & Technical Services

$17K in assets, N/A participants

Madison Re I.I.'s Madison Pr Retirement Plan reported $17K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 2nd 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.

  • #357 in Professional & Technical Services (20,321 peers)

Madison Re I.I. multi-year trail

Madison Re I.I.'s plans moved +406.1% in assets from 2023 to 2024; this filing shows Madison Pr Retirement Plan at $17K / N/A participants.

#357
in Professional & Technical Services (20,321 peers)
$17K
reported net income

Madison Pr Retirement Plan among the smaller filed plans by assets

Madison Pr Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$16,507 2nd percentile higher than 2% of 127,068 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 2023

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

DOL schedule card

Filing strip 660844117 · Madison Re I.I. PY 2023 · 401(k)

Madison Pr Retirement Plan · $17K · N/A · 2nd

  • ASSETS $17K
  • ASSETS N/A
  • ASSETS 2nd
  • ASSETS 401(k)
  • ASSETS near Av Pro Services, Inc. Retirement Plan
  • ASSETS ind #357

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 Professional & Technical Services retirement plans → · Plans in Puerto Rico →

Madison Pr Retirement Plan in the asset neighbourhood

Madison Pr Retirement Plan$17KAv Pro Services, Inc. Retirement PlanAv Pro Services, Inc. Retire…$17KWaters Bassett Direct Retirement PlanWaters Bassett Direct Retire…$17KKansas City Vending Corporation 401(k) PlanKansas City Vending Corporat…$16KDerby and Company, Inc. Retirement TrustDerby and Company, Inc. Reti…$16K
End-of-year total assets ($M) among Madison Pr Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Madison Re I.I. multi-year asset trail

Sponsor-wide plan assets over time

All Madison Re I.I. plans reported in each filing year

Latest sponsor-wide plan assets
$84K 406.05803598473375% vs 2023
2024 filing year
$0M$0.02M$0.04M$0.06M$0.08M$0.1M 20232024 $0.02M $0.08M ▲ +300.0%
Year Plans Participants Total Assets
2023 1 N/A $17K
2024 1 8 $84K

Madison Re I.I. filing trail (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$17K
Net Income$17K
Employer EIN660844117
Plan Effective Date2022-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Puerto Rico

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

Madison Pr Retirement Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -1000100200300400500 Total assets ($M) Participants Madison Pr Retirement Plan, Total assets ($M): 0.016507 · Participants: 0Madison Pr Retirement PlanPfizer Savings Plan for Employees Resident in Puerto Rico, Total assets ($M): 385.326556 · Participants: 87Pfizer Savings Plan for Employees Resident in Puerto RicoMsd Puerto Rico Savings and Security Plan, Total assets ($M): 224.042082 · Participants: 679Msd Puerto Rico Savings and Security PlanInter American University of Pr Defined Contribution Retirement Plan, Total assets ($M): 187.642756 · Participants: 1601Inter American University of Pr Defined Contribution Retirement PlanPopular, Inc. USA 401(k) Savings & Investment Plan, Total assets ($M): 149.554638 · Participants: 867Popular, Inc. USA 401(k) Savings & Investment PlanFirstbank 401(k) Retirement Plan for Residents of Puerto Rico, Total assets ($M): 142.903396 · Participants: 2875Firstbank 401(k) Retirement Plan for Residents of Puerto Rico
Madison Pr Retirement Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants

Madison Pr Retirement Plan's closest out-of-state 401(k) peers by assets

Outside Puerto Rico, the nearest 401(k) by end-of-year assets is Av Pro Services, Inc. Retirement Plan in NY at $17K (this filing: $17K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17K here).

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How have Madison Re I.I. plan assets changed over time?
Across 2 plan years on file (2023-2024), Madison Re I.I.'s sponsor-wide assets grew 406.1%, from $17K to $84K.
Where does Madison Pr Retirement Plan rank by assets among Form 5500 filers?
Madison Pr Retirement Plan ranks in the 2nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Madison Pr Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Av Pro Services, Inc. Retirement Plan in NY ($17K, 1,354 participants).