401(k) · DOL Form 5500 · 2023

Magis Advisory Group 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
18
Participants Small participant base
40th
Percentile by assets National rank
$223,447
Avg per participant Above avg balance/head
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Official DOL plan name: Magis Advisory Group Retirement Plan · Sponsored by Magis Advisory Group · Ohio · Finance & Insurance

$4M in assets, 18 participants

Magis Advisory Group's Magis Advisory Group Retirement Plan reported $4M in total assets and 18 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,518 in Finance & Insurance (8,869 peers)

Magis Advisory Group multi-year trail

Magis Advisory Group's plans moved +29.1% in assets from 2022 to 2024; this filing shows Magis Advisory Group Retirement Plan at $4M / 18 participants.

#2,518
in Finance & Insurance (8,869 peers)
+25.7%
assets growth YoY

Magis Advisory Group Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Magis Advisory Group Retirement Plan vs every filed plan by assets

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

$4,022,043 40th percentile higher than 40% 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

Magis Advisory Group Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Magis Advisory Group Retirement Plan is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Magis Advisory Group Retirement Plan reported net income rose from -$657K in the plan year 2022 filing to $823K in the plan year 2023 filing.
  • Magis Advisory Group Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Magis Advisory Group Retirement Plan reported participants rose from 16 in the plan year 2022 filing to 18 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 843510647 · Magis Advisory Group PY 2023 · 401(k)

Magis Advisory Group Retirement Plan · $4M · 18 · 40th

  • PHOTO $4M
  • PHOTO 18
  • PHOTO 40th
  • PHOTO 401(k)
  • PHOTO near Arkose Labs Inc. 401 (K) Plan
  • PHOTO ind #2518

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 Ohio →

Magis Advisory Group Retirement Plan in the asset neighbourhood

Magis Advisory Group Retirement PlanMagis Advisory Group Retirem…$4MArkose Labs Inc. 401 (K) Plan$4MJohn Debney Productions, Inc. 401(k) Profit Sharing PlanJohn Debney Productions, Inc…$4MBombbomb, Inc. 401(k) Ps Plan & TrustBombbomb, Inc. 401(k) Ps Pla…$4MCt Engineering 401(k) Plan$4M
End-of-year total assets ($M) among Magis Advisory Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Magis Advisory Group multi-year asset trail

Sponsor-wide plan assets over time

All Magis Advisory Group plans reported in each filing year

Latest sponsor-wide plan assets
$4M 29.149503960408108% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.2M $4.13M ▲ +29.1%
Year Plans Participants Total Assets
2022 1 16 $3M
2023 1 18 $4M
2024 1 20 $4M

Magis Advisory Group filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$823K
Employer EIN843510647
Plan Effective Date1972-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Magis Advisory Group Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Magis Advisory Group Retirement Plan, Total assets ($B): 0.004022043 · Participants: 18Magis Advisory Group Retirement 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
Magis Advisory Group Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Magis Advisory Group Retirement Plan side-by-side with 3 peers →

Magis Advisory Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Arkose Labs Inc. 401 (K) Plan in CA ($4M); by covered participants it is Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust in CA (18 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Magis Advisory Group Retirement Plan assets move in 2023? ▼
Magis Advisory Group Retirement Plan grew sharply - up 25.7% during 2023, from $3M to $4M. Reported net income was $823K.
How have Magis Advisory Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Magis Advisory Group's sponsor-wide assets grew 29.1%, from $3M to $4M.
Which 401(k) plans are similar in size to Magis Advisory Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Arkose Labs Inc. 401 (K) Plan in CA ($4M, 64 participants).
Which 401(k) plans cover a similar participant headcount to Magis Advisory Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust in CA (18 participants, $3M 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 843510647.

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.