Profit Sharing · DOL Form 5500 · 2023

Mdv Management Co., LLC Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 3
Participants Small participant base: 48th
Percentile by assets National rank: $2.0M
Avg per participant High balance/head

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Official DOL plan name: Mdv 401(k) & Profit Sharing Plan · Sponsored by Mdv Management Co., LLC · California · Finance & Insurance

$6M in assets, 3 participants

Mdv Management Co., LLC's Mdv 401(k) & Profit Sharing Plan reported $6M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

#3,020 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Mdv 401(k) & Profit Sharing Plan holds $6M for 3 participants - about $2.0M per participant, in the lower half of filed plans by assets.

#3,020
in Finance & Insurance (8,869 peers): +5.5%
assets growth YoY

Mdv 401(k) & Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Mdv 401(k) & Profit Sharing Plan vs every filed plan by assets

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

$5,922,288 48th percentile higher than 48% 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

Mdv 401(k) & Profit Sharing 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. Mdv 401(k) & Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Mdv 401(k) & Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $310K in the plan year 2023 filing.
Mdv 401(k) & Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 942951235 · Mdv Management Co., LLC PY 2023 · Profit Sharing

Mdv 401(k) & Profit Sharing Plan · $6M · 3 · 48th

BOY $6M
BOY 3
BOY 48th
BOY Profit Sharing
BOY near Appraisals Unlimited, Inc. Profit Sharing Plan
BOY ind #3020

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 California →

End-of-year total assets ($M) among Mdv 401(k) & Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$6M
Net Income	$310K
Employer EIN	942951235
Plan Effective Date	2010-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Mdv Management Co., LLC)

Latest sponsor-wide plan assets: $6M 5.527392131909597% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	3	$6M
2023	1	3	$6M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Mdv 401(k) & Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Intel Retirement Contribution Plan $7.2B · 21,513
Scpmg Keogh Plan $6.8B · 10,125
Motion Picture Industry Individual Account Plan $5.9B · 71,071
Memorialcare Retirement Plan $1.3B · 4,728
Disney Retirement Savings Plan $1.1B · 37,110

Compare Mdv 401(k) & Profit Sharing Plan side-by-side with 3 peers →

Mdv 401(k) & Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Appraisals Unlimited, Inc. Profit Sharing Plan in MA ($6M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Appraisals Unlimited, Inc. Profit Sharing Plan (MA) $6M · 6
Laner Muchin Ltd Discretionary Contribution Plan (IL) $6M · 54
Amsysco, Inc. Profit Sharing Trust (IL) $6M · 32
Dupuy Construction Services, Inc. Retirement Plan (PA) $6M · 1

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

Dick & Jane, Inc. Profit Sharing Plan & Trust (CO) 3 · 0 off
Prairiestar Enterprises, Inc. Profit Sharing Plan (KS) 3 · 0 off
Ansonics Money Purchase Plan (OR) 3 · 0 off
Altamont Pharmacy Inc Profit Sharing Plan (IL) 3 · 0 off

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 Mdv 401(k) & Profit Sharing Plan assets move in 2023? ▼

Mdv 401(k) & Profit Sharing Plan grew at a solid clip - up 5.5% during 2023, from $6M to $6M. Reported net income was $310K.

How have Mdv Management Co., LLC plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Mdv Management Co., LLC's sponsor-wide assets grew 5.5%, from $6M to $6M.

Which Profit Sharing plans are similar in size to Mdv 401(k) & Profit Sharing Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Appraisals Unlimited, Inc. Profit Sharing Plan in MA ($6M, 6 participants).

Which Profit Sharing plans cover a similar participant headcount to Mdv 401(k) & Profit Sharing Plan? ▼

Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 942951235.