401(k) · DOL Form 5500 · 2022

Madison Medical Affiliates, Inc. Employees' Balanced Profit Sharing Plan

ERISA Form 5500 plan record drawn from DOL EBSA, verify with linked source filings below.

$66M
Total assets
307
Participants
84th
Percentile by assets

Sponsored by Madison Medical Affiliates, Inc. · Wisconsin · Healthcare & Social Assistance

What the 2022 filing shows

Madison Medical Affiliates, Inc. Employees' Balanced Profit Sharing Plan holds $66M for 307 participants - about $215,193 per participant, in the top quartile of all filed plans by assets, up 14.7% over the 2022 plan year.

$66M
total plan assets (2022 EOY)
307
covered participants
84th
percentile by assets (of 84,055 plans)
$215,193
avg assets per participant
Total Assets (2023)
$66M
Participants
307
State
Industry
Healthcare & Social Assistance

What the Filing Says About Madison Medical Affiliates, Inc. Employees' Balanced Profit Sharing Plan

Madison Medical Affiliates, Inc. Employees' Balanced Profit Sharing Plan is a 401(k) retirement plan sponsored by Madison Medical Affiliates, Inc., headquartered in Wisconsin. As of the 2022 Form 5500 filing, the plan reports $66M in total end-of-year assets and covers 307 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 391855720, and the plan has been effective since 1977-12-30. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $58M at the beginning of 2022 to $66M at year-end - a gain of 14.7%. Net assets (after liabilities) closed the year at $66M, with reported net income of $8M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$58M
Total Assets (End of Year)$66M
Net Assets (End of Year)$66M
Net Income$8M
Plan Type401(k)
Employer EIN391855720
Plan Effective Date1977-12-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Madison Medical Affiliates, Inc.)

Year Plans Participants Total Assets
2022 1 307 $66M
2023 1 326 $85M

Nearby 401(k) Plans in Wisconsin

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

Frequently Asked Questions

How much money is in the Madison Medical Affiliates, Inc. Employees' Balanced Profit Sharing Plan?
As of the 2022 Form 5500 filing, Madison Medical Affiliates, Inc. Employees' Balanced Profit Sharing Plan holds $66M in total assets with 307 participants. It is sponsored by Madison Medical Affiliates, Inc..
What type of plan is Madison Medical Affiliates, Inc. Employees' Balanced Profit Sharing Plan?
Madison Medical Affiliates, Inc. Employees' Balanced Profit Sharing Plan is a 401(k) plan. It has been effective since 1977-12-30. The plan is filed with the U.S. Department of Labor under EIN 391855720.
Who sponsors the Madison Medical Affiliates, Inc. Employees' Balanced Profit Sharing Plan?
Madison Medical Affiliates, Inc. Employees' Balanced Profit Sharing Plan is sponsored by Madison Medical Affiliates, Inc., located in Wisconsin. The sponsor's EIN is 391855720 and the plan operates in the Healthcare & Social Assistance industry.
How did Madison Medical Affiliates, Inc. Employees' Balanced Profit Sharing Plan perform in 2022?
Madison Medical Affiliates, Inc. Employees' Balanced Profit Sharing Plan grew by 14.7% during 2022, moving from $58M to $66M in total assets. Net income was $8M.
Where can I find official filings for Madison Medical Affiliates, Inc. Employees' Balanced Profit Sharing Plan?
Official Form 5500 filings for Madison Medical Affiliates, Inc. Employees' Balanced Profit Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 391855720 or plan name at efast.dol.gov.
How does Madison Medical Affiliates, Inc. Employees' Balanced Profit Sharing Plan compare to other plans?
You can compare Madison Medical Affiliates, Inc. Employees' Balanced Profit Sharing Plan against other 401(k) plans on the plan type page, or view plans in Wisconsin on the state page. PlainRetire tracks all 402,674 ERISA-covered retirement plans in the U.S. that filed a Form 5500 for the 2023 plan year.

Explore PlainRetire

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 391855720.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.