401(k) · DOL Form 5500 · 2023

Service by Medallion 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
112
Participants Small participant base
57th
Percentile by assets National rank
$83,737
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Service by Medallion 401(k) & Retirement Plan · Sponsored by Service by Medallion · California · Administrative & Support Services

$9M in assets, 112 participants

Service by Medallion's Service by Medallion 401(k) & Retirement Plan reported $9M in total assets and 112 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,341 in Administrative & Support Services (4,372 peers)

Coverage in California

Service by Medallion 401(k) & Retirement Plan covers 112 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $9M.

#3,341
in Administrative & Support Services (4,372 peers)
+1.6%
assets growth YoY

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

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

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

$9,378,571 Top 43% higher than 57% 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

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

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Service by Medallion 401(k) & Retirement Plan sits mid-pack in the medium band (112 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Service by Medallion 401(k) & Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $149K in the plan year 2023 filing.
  • Service by Medallion 401(k) & Retirement Plan reported participants fell from 116 in the plan year 2022 filing to 112 in the plan year 2023 filing.
  • Service by Medallion 401(k) & Retirement Plan end-of-year assets rose from $9M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 942537238 · Service by Medallion PY 2023 · 401(k)

Service by Medallion 401(k) & Retirement Plan · $9M · 112 · 57th

  • IND $9M
  • EOY 112
  • 5500 57th
  • ASSETS 401(k)
  • PCT near Heliocampus 401(k) Plan
  • EIN ind #3341

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 401(k) & Retirement Plan in the asset neighbourhood

Service by Medallion 401(k) & Retirement PlanService by Medallion 401(k) …$9MHeliocampus 401(k) Plan$9MUpstate Farms Dairy, LLC Retirement PlanUpstate Farms Dairy, LLC Ret…$9MVba Defined Contribution Plan for Bank of BotetourtVba Defined Contribution Pla…$9MT2 Biosystems, Inc 401(k) Profit Sharing Plan and TrustT2 Biosystems, Inc 401(k) Pr…$9M
End-of-year total assets ($M) among Service by Medallion 401(k) & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$149K
Employer EIN942537238
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Service by Medallion)

Sponsor-wide plan assets over time

All Service by Medallion 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 401(k) & Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Service by Medallion 401(k) & Retirement Plan, Total assets ($B): 0.009378571 · Participants: 112Service by Medallion 401(k) & Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Service by Medallion 401(k) & Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Service by Medallion 401(k) & Retirement Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Heliocampus 401(k) Plan in MD ($9M); by covered participants it is A&a Transfer, LLC 401(k) Plan in VA (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 participants); asset peers above are excluded.

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 did Service by Medallion 401(k) & Retirement Plan assets move in 2023? ▼
Service by Medallion 401(k) & Retirement Plan edged up modestly - up 1.6% during 2023, from $9M to $9M. Reported net income was $149K.
How have Service by Medallion plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Service by Medallion's sponsor-wide assets grew 27.5%, from $9M to $12M.
Which 401(k) plans are similar in size to Service by Medallion 401(k) & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Heliocampus 401(k) Plan in MD ($9M, 108 participants).
Which 401(k) plans cover a similar participant headcount to Service by Medallion 401(k) & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is A&a Transfer, LLC 401(k) Plan in VA (112 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 942537238.

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.