401(k) · DOL Form 5500 · 2023

Madison Acquisition Group LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
884
Participants Near avg headcount
68th
Percentile by assets National rank
$17,816
Avg per participant Low balance/head
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Official DOL plan name: Madison Acquisition Group LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Madison Acquisition Group LLC · New York · Retail Trade

$16M in assets, 884 participants

Madison Acquisition Group LLC's Madison Acquisition Group LLC 401(k) Profit Sharing Plan & Trust reported $16M in total assets and 884 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #6,638 in Retail Trade (8,414 peers)

Madison Acquisition Group LLC multi-year trail

Madison Acquisition Group LLC's plans moved +94.6% in assets from 2022 to 2024; this filing shows Madison Acquisition Group LLC 401(k) Profit Sharing Plan & Trust at $16M / 884 participants.

#6,638
in Retail Trade (8,414 peers)
+55.4%
assets growth YoY

Madison Acquisition Group LLC 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Madison Acquisition Group LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$15,749,747 Top 32% higher than 68% 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

Madison Acquisition Group LLC 401(k) Profit Sharing Plan & Trust 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. Madison Acquisition Group LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (884 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Madison Acquisition Group LLC 401(k) Profit Sharing Plan & Trust reported net income rose from $978K in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Madison Acquisition Group LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $10M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Madison Acquisition Group LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 815 in the plan year 2022 filing to 884 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 271109369 · Madison Acquisition Group LLC PY 2023 · 401(k)

Madison Acquisition Group LLC 401(k) Profit Sharing Plan & Trust · $16M · 884 · 68th

  • ASSETS $16M
  • PCT 884
  • EIN 68th
  • RANK 401(k)
  • PHOTO near Hunter-Davisson, Inc. 401(k) Trust
  • IND ind #6638

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 New York →

Madison Acquisition Group LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Madison Acquisition Group LLC 401(k) Profit Sharing Plan & TrustMadison Acquisition Group LL…$16MHunter-Davisson, Inc. 401(k) TrustHunter-Davisson, Inc. 401(k)…$16MThe Lawton Standard Co. 401(k) Ret PlanThe Lawton Standard Co. 401(…$16MCornell Forge Company 401(k) PlanCornell Forge Company 401(k)…$16MGhirardelli Associates, Inc. 401(k) Profit Sharing PlanGhirardelli Associates, Inc.…$16M
End-of-year total assets ($M) among Madison Acquisition Group LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Madison Acquisition Group LLC multi-year asset trail

Sponsor-wide plan assets over time

All Madison Acquisition Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$20M 94.61767583106892% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $10.1M $19.7M ▲ +94.7%
Year Plans Participants Total Assets
2022 1 815 $10M
2023 1 884 $16M
2024 1 910 $20M

Madison Acquisition Group LLC filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$16M
Net Income$6M
Employer EIN271109369
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Madison Acquisition Group LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Madison Acquisition Group LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.015749747 · Participants: 884Madison Acquisition Group LLC 401(k) Profit Sharing Plan & TrustIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Madison Acquisition Group LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Madison Acquisition Group LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Madison Acquisition Group LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Hunter-Davisson, Inc. 401(k) Trust in OR ($16M); by covered participants it is Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust in IN (884 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (884 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 Madison Acquisition Group LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Madison Acquisition Group LLC 401(k) Profit Sharing Plan & Trust surged - up 55.4% during 2023, from $10M to $16M. Reported net income was $6M.
How have Madison Acquisition Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Madison Acquisition Group LLC's sponsor-wide assets grew 94.6%, from $10M to $20M.
Which 401(k) plans are similar in size to Madison Acquisition Group LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Hunter-Davisson, Inc. 401(k) Trust in OR ($16M, 121 participants).
Which 401(k) plans cover a similar participant headcount to Madison Acquisition Group LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust in IN (884 participants, $35M 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 271109369.

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.