401(k) · DOL Form 5500 · 2023

Medallion Financial Services, LLC 401(k) Plan

Data updated 2026-08-25

$987K
Total assets Small plan by assets
4
Participants Small participant base
24th
Percentile by assets National rank
$246,781
Avg per participant Above avg balance/head
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Official DOL plan name: Medallion Financial Services, LLC Safe Harbor 401(k) Plan · Sponsored by Medallion Financial Services, LLC · Tennessee · Finance & Insurance

$987K in assets, 4 participants

Medallion Financial Services, LLC's Medallion Financial Services, LLC Safe Harbor 401(k) Plan reported $987K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #1,341 in Finance & Insurance (8,869 peers)

Medallion Financial Services, LLC multi-year trail

Medallion Financial Services, LLC's plans moved -84.4% in assets from 2022 to 2024; this filing shows Medallion Financial Services, LLC Safe Harbor 401(k) Plan at $987K / 4 participants.

#1,341
in Finance & Insurance (8,869 peers)
+3.8%
assets growth YoY

Medallion Financial Services, LLC Safe Harbor 401(k) Plan among the smaller filed plans by assets

Medallion Financial Services, LLC Safe Harbor 401(k) Plan vs every filed plan by assets

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

$987,123 24th percentile higher than 24% 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 Financial Services, LLC Safe Harbor 401(k) 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. Medallion Financial Services, LLC Safe Harbor 401(k) Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Medallion Financial Services, LLC Safe Harbor 401(k) Plan reported net income rose from -$113K in the plan year 2022 filing to $36K in the plan year 2023 filing.
  • Medallion Financial Services, LLC Safe Harbor 401(k) Plan end-of-year assets rose from $951K in the plan year 2022 filing to $987K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 621643124 · Medallion Financial Services, LLC PY 2023 · 401(k)

Medallion Financial Services, LLC Safe Harbor 401(k) Plan · $987K · 4 · 24th

  • ASSETS $987K
  • ASSETS 4
  • ASSETS 24th
  • ASSETS 401(k)
  • ASSETS near Tsinelas Retirement Plan
  • ASSETS ind #1341

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 Finance & Insurance retirement plans → · Plans in Tennessee →

Medallion Financial Services, LLC Safe Harbor 401(k) Plan in the asset neighbourhood

Medallion Financial Services, LLC Safe Harbor 401(k) PlanMedallion Financial Services…$987KTsinelas Retirement Plan$987KMuse Enterprises, Inc. 401(k) Profit Sharing PlanMuse Enterprises, Inc. 401(k…$987KCarpet Barn, Inc. 401(k) Plan$987KAlston Spruill Farms LLC & Affiliates 401(k) PlanAlston Spruill Farms LLC & A…$987K
End-of-year total assets ($M) among Medallion Financial Services, LLC Safe Harbor 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Medallion Financial Services, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Medallion Financial Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$148K 84.40359836101761% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M 202220232024 $0.95M $0.15M ▼ -84.2%
Year Plans Participants Total Assets
2022 1 4 $951K
2023 1 4 $987K
2024 1 2 $148K

Medallion Financial Services, LLC filing trail (2023)

Total Assets (Beginning of Year)$951K
Net Assets (End of Year)$987K
Net Income$36K
Employer EIN621643124
Plan Effective Date2005-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Medallion Financial Services, LLC Safe Harbor 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Medallion Financial Services, LLC Safe Harbor 401(k) Plan, Total assets ($B): 0.000987123 · Participants: 4Medallion Financial Services, LLC Safe Harbor 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Medallion Financial Services, LLC Safe Harbor 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Medallion Financial Services, LLC Safe Harbor 401(k) Plan side-by-side with 3 peers →

Medallion Financial Services, LLC Safe Harbor 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Tsinelas Retirement Plan in CO ($987K); by covered participants it is Dolan Law Offices, P.C. Profit Sharing Plan & Trust in IL (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($987K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Financial Services, LLC Safe Harbor 401(k) Plan assets move in 2023? ▼
Medallion Financial Services, LLC Safe Harbor 401(k) Plan edged up modestly - up 3.8% during 2023, from $951K to $987K. Reported net income was $36K.
How have Medallion Financial Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Medallion Financial Services, LLC's sponsor-wide assets declined 84.4%, from $951K to $148K.
Where does Medallion Financial Services, LLC Safe Harbor 401(k) Plan rank by assets among Form 5500 filers? ▼
Medallion Financial Services, LLC Safe Harbor 401(k) Plan ranks in the 24th 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 Medallion Financial Services, LLC Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tsinelas Retirement Plan in CO ($987K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Medallion Financial Services, LLC Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dolan Law Offices, P.C. Profit Sharing Plan & Trust in IL (4 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 621643124.

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.