401(k) · DOL Form 5500 · 2023

Madison Dearborn Partners LLC 401(k) Plan

Data updated 2026-08-25

$93M
Total assets Below avg plan size
102
Participants Small participant base
91st
Percentile by assets National rank
$912,842
Avg per participant High balance/head
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Official DOL plan name: Madison Dearborn Partners LLC Savings Incentive Plan · Sponsored by Madison Dearborn Partners LLC · Illinois · Finance & Insurance

$93M in assets, 102 participants

Madison Dearborn Partners LLC's Madison Dearborn Partners LLC Savings Incentive Plan reported $93M in total assets and 102 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,610 in Finance & Insurance (8,869 peers)

Coverage in Illinois

Madison Dearborn Partners LLC Savings Incentive Plan covers 102 participants in Illinois, about 13% of the average Illinois filer (state average ~779 per filing). Assets: $93M.

#7,610
in Finance & Insurance (8,869 peers)
+24.5%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Madison Dearborn Partners LLC Savings Incentive Plan's outsized position by total assets

Madison Dearborn Partners LLC Savings Incentive Plan vs every filed plan by assets

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

$93,109,932 Top 9% higher than 91% 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 Dearborn Partners LLC Savings Incentive 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. Madison Dearborn Partners LLC Savings Incentive Plan sits mid-pack in the medium band (102 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Madison Dearborn Partners LLC Savings Incentive Plan reported net income rose from -$11M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Madison Dearborn Partners LLC Savings Incentive Plan end-of-year assets rose from $75M in the plan year 2022 filing to $93M in the plan year 2023 filing.
  • Madison Dearborn Partners LLC Savings Incentive Plan reported participants rose from 93 in the plan year 2022 filing to 102 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 364264559 · Madison Dearborn Partners LLC PY 2023 · 401(k)

Madison Dearborn Partners LLC Savings Incentive Plan · $93M · 102 · 91st

  • EBSA $93M
  • PART 102
  • TYPE 91st
  • NET 401(k)
  • BOOK near Upwork Retirement Savings Plan
  • VS-ST ind #7610

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 Illinois →

Madison Dearborn Partners LLC Savings Incentive Plan in the asset neighbourhood

Upwork Retirement Savings PlanUpwork Retirement Savings Pl…$93MEastman & Smith Ltd. Profit Sharing and Savings Plan and TrustEastman & Smith Ltd. Profit …$93MMadison Dearborn Partners LLC Savings Incentive PlanMadison Dearborn Partners LL…$93MModernizing Medicine, Inc. 401(k) PlanModernizing Medicine, Inc. 4…$93MMassey Services, Inc. 401(k) Retirement PlanMassey Services, Inc. 401(k)…$93M
End-of-year total assets ($M) among Madison Dearborn Partners LLC Savings Incentive Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$75M
Net Assets (End of Year)$93M
Net Income$18M
Employer EIN364264559
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Madison Dearborn Partners LLC)

Sponsor-wide plan assets over time

All Madison Dearborn Partners LLC plans reported in each filing year

Latest sponsor-wide plan assets
$99M 32.05592110100132% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $74.8M $98.8M ▲ +32.1%
Year Plans Participants Total Assets
2022 1 93 $75M
2023 1 102 $93M
2024 1 96 $99M

Nearby 401(k) Plans in Illinois

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

Madison Dearborn Partners LLC Savings Incentive Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Madison Dearborn Partners LLC Savings Incentive Plan, Total assets ($B): 0.093109932 · Participants: 102Madison Dearborn Partners LLC Savings Incentive PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Madison Dearborn Partners LLC Savings Incentive Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Madison Dearborn Partners LLC Savings Incentive Plan side-by-side with 3 peers →

Madison Dearborn Partners LLC Savings Incentive Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Upwork Retirement Savings Plan in CA ($93M); by covered participants it is Anchor Subaru, LLC 401(k) Plan in RI (102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (102 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 Dearborn Partners LLC Savings Incentive Plan assets move in 2023? ▼
Madison Dearborn Partners LLC Savings Incentive Plan grew sharply - up 24.5% during 2023, from $75M to $93M. Reported net income was $18M.
How have Madison Dearborn Partners LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Madison Dearborn Partners LLC's sponsor-wide assets grew 32.1%, from $75M to $99M.
Where does Madison Dearborn Partners LLC Savings Incentive Plan rank by assets among Form 5500 filers? ▼
Madison Dearborn Partners LLC Savings Incentive Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Madison Dearborn Partners LLC Savings Incentive Plan? ▼
Among 401(k) plans in other states, the closest by assets is Upwork Retirement Savings Plan in CA ($93M, 867 participants).
Which 401(k) plans cover a similar participant headcount to Madison Dearborn Partners LLC Savings Incentive Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Anchor Subaru, LLC 401(k) Plan in RI (102 participants, $5M 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 364264559.

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.