401(k) · DOL Form 5500 · 2023

Madison Health 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
328
Participants Below avg headcount
72nd
Percentile by assets National rank
$59,585
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Madison Health Employees' 401(k) Pension Plan · Sponsored by Madison Health · Ohio · Healthcare & Social Assistance

$20M in assets, 328 participants

Madison Health's Madison Health Employees' 401(k) Pension Plan reported $20M in total assets and 328 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #13,557 in Healthcare & Social Assistance (17,684 peers)

Coverage in Ohio

Madison Health Employees' 401(k) Pension Plan covers 328 participants in Ohio, about 43% of the average Ohio filer (state average ~765 per filing). Assets: $20M.

#13,557
in Healthcare & Social Assistance (17,684 peers)
+19.7%
assets growth YoY

Madison Health Employees' 401(k) Pension Plan's outsized position by total assets

Madison Health Employees' 401(k) Pension Plan vs every filed plan by assets

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

$19,543,945 Top 28% higher than 72% 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 Health Employees' 401(k) Pension 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 Health Employees' 401(k) Pension Plan sits mid-pack in the medium band (328 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Madison Health Employees' 401(k) Pension Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Madison Health Employees' 401(k) Pension Plan end-of-year assets rose from $16M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Madison Health Employees' 401(k) Pension Plan reported participants rose from 307 in the plan year 2022 filing to 328 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 311657206 · Madison Health PY 2023 · 401(k)

Madison Health Employees' 401(k) Pension Plan · $20M · 328 · 72nd

  • NET $20M
  • NET 328
  • NET 72nd
  • NET 401(k)
  • NET near Ufcw Local 888 and Employers 401(k) Plan
  • NET ind #13557

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 Healthcare & Social Assistance retirement plans → · Plans in Ohio →

Madison Health Employees' 401(k) Pension Plan in the asset neighbourhood

Madison Health Employees' 401(k) Pension PlanMadison Health Employees' 40…$20MUfcw Local 888 and Employers 401(k) PlanUfcw Local 888 and Employers…$20MMechdyne Corporation 401(k) PlanMechdyne Corporation 401(k) …$20MBlock Electric Co., Inc. Employees' Profit Sharing TrustBlock Electric Co., Inc. Emp…$20MNational Multifamily Housing Council Profit Sharing 401(k) PlanNational Multifamily Housing…$20M
End-of-year total assets ($M) among Madison Health Employees' 401(k) Pension Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN311657206
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Madison Health)

Sponsor-wide plan assets over time

All Madison Health plans reported in each filing year

Latest sponsor-wide plan assets
$22M 32.051642412783146% vs 2022
2024 filing year
$14M$16M$18M$20M$22M$24M 202220232024 $16.3M $21.6M ▲ +32.0%
Year Plans Participants Total Assets
2022 1 307 $16M
2023 1 328 $20M
2024 1 327 $22M

Nearby 401(k) Plans in Ohio

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

Madison Health Employees' 401(k) Pension Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Madison Health Employees' 401(k) Pension Plan, Total assets ($B): 0.019543945 · Participants: 328Madison Health Employees' 401(k) Pension PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Madison Health Employees' 401(k) Pension Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Madison Health Employees' 401(k) Pension Plan side-by-side with 3 peers →

Madison Health Employees' 401(k) Pension Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Ufcw Local 888 and Employers 401(k) Plan in NJ ($20M); by covered participants it is Bobcat North America, LLC in FL (328 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (328 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 Health Employees' 401(k) Pension Plan assets move in 2023? ▼
Madison Health Employees' 401(k) Pension Plan grew sharply - up 19.7% during 2023, from $16M to $20M. Reported net income was $3M.
How have Madison Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Madison Health's sponsor-wide assets grew 32.1%, from $16M to $22M.
Which 401(k) plans are similar in size to Madison Health Employees' 401(k) Pension Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ufcw Local 888 and Employers 401(k) Plan in NJ ($20M, 558 participants).
Which 401(k) plans cover a similar participant headcount to Madison Health Employees' 401(k) Pension Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bobcat North America, LLC in FL (328 participants, $558K 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 311657206.

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.