Profit Sharing · DOL Form 5500 · 2023
Madison Partners, L.L.C. Profit Sharing Plan
Data updated 2026-08-25
- $683K
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $85,400
- Avg per participant Below avg balance/head
Official DOL plan name: Madison Partners, L.L.C. 401(k) Plan · Sponsored by Madison Partners, L.L.C. · Texas · Real Estate
$683K in assets, 8 participants
Madison Partners, L.L.C.'s Madison Partners, L.L.C. 401(k) Plan reported $683K in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.
- #1,688 in Real Estate (4,727 peers)
Madison Partners, L.L.C. multi-year trail
Madison Partners, L.L.C.'s plans moved +66.5% in assets from 2022 to 2024; this filing shows Madison Partners, L.L.C. 401(k) Plan at $683K / 8 participants.
- #1,688
- in Real Estate (4,727 peers)
- +32.5%
- assets growth YoY
Madison Partners, L.L.C. 401(k) Plan among the smaller filed plans by assets
Madison Partners, L.L.C. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$683,202 20th percentile higher than 20% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Madison Partners, L.L.C. 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. Madison Partners, L.L.C. 401(k) Plan is a micro filing (8 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Madison Partners, L.L.C. 401(k) Plan reported net income rose from -$67K in the plan year 2022 filing to $168K in the plan year 2023 filing.
- Madison Partners, L.L.C. 401(k) Plan end-of-year assets rose from $516K in the plan year 2022 filing to $683K in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 861074780 · Madison Partners, L.L.C. PY 2023 · Profit Sharing
Madison Partners, L.L.C. 401(k) Plan · $683K · 8 · 20th
- BOOK $683K
- VS-ST 8
- BOY 20th
- SCH Profit Sharing
- EBSA near Palm Coast Enterprises, Inc. Profit Sharing Plan
- PART ind #1688
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 Texas →
Madison Partners, L.L.C. 401(k) Plan in the asset neighbourhood
Madison Partners, L.L.C. multi-year asset trail
Sponsor-wide plan assets over time
All Madison Partners, L.L.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $859K 66.5354819438356% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $516K |
| 2023 | 1 | 8 | $683K |
| 2024 | 1 | 9 | $859K |
Madison Partners, L.L.C. filing trail (2023)
| Total Assets (Beginning of Year) | $516K |
|---|---|
| Net Assets (End of Year) | $683K |
| Net Income | $168K |
| Employer EIN | 861074780 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Southwest Airlines Co. Profitsharing Plan $5.8B · 71,461
- Baylor College of Medicine Retirement Plan $1.7B · 10,240
- H-E-B Partner Stock Plan $1.3B · 96,911
- The Defined Contribution Plan of the Methodist Hospital $923M · 29,678
- American Heart Association, Inc. Qualified Retirement Plan $457M · 3,455
Madison Partners, L.L.C. 401(k) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Palm Coast Enterprises, Inc. Profit Sharing Plan in GA ($683K); by covered participants it is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($683K here).
Similar participant headcount
Nearest other-state filings by covered participants (8 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.