Profit Sharing · DOL Form 5500 · 2023

Ace Hardware of Madison Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
7
Participants Small participant base
25th
Percentile by assets National rank
$163,751
Avg per participant Above avg balance/head
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Official DOL plan name: Ace Hardware of Madison Inc. Retirement Plan · Sponsored by Ace Hardware of Madison Inc. · Florida · Retail Trade

$1M in assets, 7 participants

Ace Hardware of Madison Inc.'s Ace Hardware of Madison Inc. Retirement Plan reported $1M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,137 in Retail Trade (8,414 peers)

What the 2023 filing shows

Ace Hardware of Madison Inc. Retirement Plan holds $1M for 7 participants - about $163,751 per participant, in the lower half of filed plans by assets.

#3,137
in Retail Trade (8,414 peers)
-2.7%
assets change YoY

The plan reported a net loss of $32K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ace Hardware of Madison Inc. Retirement Plan among the smaller filed plans by assets

Ace Hardware of Madison Inc. Retirement Plan vs every filed plan by assets

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

$1,146,257 25th percentile higher than 25% 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

Ace Hardware of Madison Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ace Hardware of Madison Inc. Retirement Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ace Hardware of Madison Inc. Retirement Plan reported net income fell from $72K in the plan year 2022 filing to -$32K in the plan year 2023 filing.
  • Ace Hardware of Madison Inc. Retirement Plan reported participants rose from 3 in the plan year 2022 filing to 7 in the plan year 2023 filing.
  • Ace Hardware of Madison Inc. Retirement Plan end-of-year assets fell from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 471340866 · Ace Hardware of Madison Inc. PY 2023 · Profit Sharing

Ace Hardware of Madison Inc. Retirement Plan · $1M · 7 · 25th

  • ASSETS $1M
  • ASSETS 7
  • ASSETS 25th
  • ASSETS Profit Sharing
  • ASSETS near Ronder Holdings, Inc. Retirement Plan
  • ASSETS ind #3137

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 Retail Trade retirement plans → · Plans in Florida →

Ace Hardware of Madison Inc. Retirement Plan in the asset neighbourhood

Ace Hardware of Madison Inc. Retirement PlanAce Hardware of Madison Inc.…$1MRonder Holdings, Inc. Retirement PlanRonder Holdings, Inc. Retire…$1MCellerari Pharmacy Inc. Retirement PlanCellerari Pharmacy Inc. Reti…$1MSlc Investments, Inc. Retirement PlanSlc Investments, Inc. Retire…$1MHarold W. Bishop Agency Profit Sharing PlanHarold W. Bishop Agency Prof…$1M
End-of-year total assets ($M) among Ace Hardware of Madison Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$32K
Employer EIN471340866
Plan Effective Date2014-07-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Ace Hardware of Madison Inc.)

Sponsor-wide plan assets over time

All Ace Hardware of Madison Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 7.662752019550608% vs 2022
2024 filing year
$1.05M$1.1M$1.15M$1.2M 202220232024 $1.18M $1.09M ▼ -7.6%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 7 $1M
2024 1 21 $1M

Nearby Profit Sharing Plans in Florida

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Ace Hardware of Madison Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Ace Hardware of Madison Inc. Retirement Plan, Total assets ($B): 0.001146257 · Participants: 7Ace Hardware of Madison Inc. Retirement PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 4.922422145 · Participants: 44753Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.237831199 · Participants: 15503Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.441302885 · Participants: 26077Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.421060931 · Participants: 9825Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.314107816 · Participants: 4371American Maritime Officers Defined Contribution Plan
Ace Hardware of Madison Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Ace Hardware of Madison Inc. Retirement Plan side-by-side with 3 peers →

Ace Hardware of Madison Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Ronder Holdings, Inc. Retirement Plan in CO ($1M); by covered participants it is Lawrence P. Zamzok Profit Sharing Plan in NM (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Ace Hardware of Madison Inc. Retirement Plan assets move in 2023? ▼
Ace Hardware of Madison Inc. Retirement Plan edged down modestly - down 2.7% during 2023, from $1M to $1M. Reported net income was -$32K.
How have Ace Hardware of Madison Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ace Hardware of Madison Inc.'s sponsor-wide assets declined 7.7%, from $1M to $1M.
Where does Ace Hardware of Madison Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Ace Hardware of Madison Inc. Retirement Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Ace Hardware of Madison Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Ronder Holdings, Inc. Retirement Plan in CO ($1M, 8 participants).
Which Profit Sharing plans cover a similar participant headcount to Ace Hardware of Madison Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Lawrence P. Zamzok Profit Sharing Plan in NM (7 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 471340866.

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.