401(k) · DOL Form 5500 · 2023

Medallion Management, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
196
Participants Below avg headcount
49th
Percentile by assets National rank
$33,171
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Medallion Management, Inc. Savings & Retirement Plan · Sponsored by Medallion Management, Inc. · Michigan · Real Estate

$7M in assets, 196 participants

Medallion Management, Inc.'s Medallion Management, Inc. Savings & Retirement Plan reported $7M in total assets and 196 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #3,237 in Real Estate (4,727 peers)

Coverage in Michigan

Medallion Management, Inc. Savings & Retirement Plan covers 196 participants in Michigan, about 31% of the average Michigan filer (state average ~638 per filing). Assets: $7M.

#3,237
in Real Estate (4,727 peers)
+17.2%
assets growth YoY

Medallion Management, Inc. Savings & Retirement Plan's mid-pack asset rank among Real Estate and all filers

Medallion Management, Inc. Savings & Retirement Plan vs every filed plan by assets

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

$6,501,443 49th percentile higher than 49% 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

Medallion Management, Inc. Savings & 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. Medallion Management, Inc. Savings & Retirement Plan sits mid-pack in the medium band (196 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Medallion Management, Inc. Savings & Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $953K in the plan year 2023 filing.
  • Medallion Management, Inc. Savings & Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Medallion Management, Inc. Savings & Retirement Plan reported participants fell from 209 in the plan year 2022 filing to 196 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 382033680 · Medallion Management, Inc. PY 2023 · 401(k)

Medallion Management, Inc. Savings & Retirement Plan · $7M · 196 · 49th

  • PCT $7M
  • PCT 196
  • PCT 49th
  • PCT 401(k)
  • PCT near Family Healthcare Center 401(k) Plan
  • PCT ind #3237

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 Real Estate retirement plans → · Plans in Michigan →

Medallion Management, Inc. Savings & Retirement Plan in the asset neighbourhood

Medallion Management, Inc. Savings & Retirement PlanMedallion Management, Inc. S…$7MFamily Healthcare Center 401(k) PlanFamily Healthcare Center 401…$7MHoward Financial Services 401(k) PlanHoward Financial Services 40…$7MAnovorx 401(k) Plan$7MEvolved by Nature 401(k) Plan$7M
End-of-year total assets ($M) among Medallion Management, Inc. Savings & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$953K
Employer EIN382033680
Plan Effective Date2002-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Medallion Management, Inc.)

Sponsor-wide plan assets over time

All Medallion Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 32.08594761163812% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.55M $7.33M ▲ +32.1%
Year Plans Participants Total Assets
2022 1 209 $6M
2023 1 196 $7M
2024 1 181 $7M

Nearby 401(k) Plans in Michigan

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

Medallion Management, Inc. Savings & Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Medallion Management, Inc. Savings & Retirement Plan, Total assets ($B): 0.006501443 · Participants: 196Medallion Management, Inc. Savings & Retirement PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Medallion Management, Inc. Savings & Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Medallion Management, Inc. Savings & Retirement Plan side-by-side with 3 peers →

Medallion Management, Inc. Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Family Healthcare Center 401(k) Plan in ND ($7M); by covered participants it is Logicworks 401(k) Plan in NY (196 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (196 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 Medallion Management, Inc. Savings & Retirement Plan assets move in 2023? ▼
Medallion Management, Inc. Savings & Retirement Plan grew sharply - up 17.2% during 2023, from $6M to $7M. Reported net income was $953K.
How have Medallion Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Medallion Management, Inc.'s sponsor-wide assets grew 32.1%, from $6M to $7M.
Which 401(k) plans are similar in size to Medallion Management, Inc. Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Family Healthcare Center 401(k) Plan in ND ($7M, 149 participants).
Which 401(k) plans cover a similar participant headcount to Medallion Management, Inc. Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Logicworks 401(k) Plan in NY (196 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 382033680.

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.