401(k) · DOL Form 5500 · 2023

Madison Reed 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 705
Participants Below avg headcount: 53rd
Percentile by assets National rank: $11,177
Avg per participant Low balance/head

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Official DOL plan name: Madison-Reed 401(k) Plan · Sponsored by Madison Reed · California · Other Services

$8M in assets, 705 participants

Madison Reed's Madison-Reed 401(k) Plan reported $8M in total assets and 705 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

#5,720 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Madison-Reed 401(k) Plan ranks #5,720 of 7,857 2023 filers by assets (255% of the sector average)-$8M for 705 participants.

#5,720
in Other Services (7,857 peers): +63.3%
assets growth YoY

Madison-Reed 401(k) Plan's mid-pack asset rank among Other Services and all filers

Madison-Reed 401(k) Plan vs every filed plan by assets

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

$7,880,085 Top 47% higher than 53% 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-Reed 401(k) 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-Reed 401(k) Plan sits mid-pack in the medium band (705 participants).

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%)

Madison-Reed 401(k) Plan reported net income rose from -$572K in the plan year 2022 filing to $3M in the plan year 2023 filing.
Madison-Reed 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $8M in the plan year 2023 filing.
Madison-Reed 401(k) Plan reported participants rose from 477 in the plan year 2022 filing to 705 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 462427365 · Madison Reed PY 2023 · 401(k)

Madison-Reed 401(k) Plan · $8M · 705 · 53rd

SCH $8M
SCH 705
SCH 53rd
SCH 401(k)
SCH near Andale Ready Mix Central, Inc. 401(k) Plan
SCH ind #5720

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 Other Services retirement plans → · Plans in California →

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

Other Services filing particulars

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$8M
Net Income	$3M
Employer EIN	462427365
Plan Effective Date	2020-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Madison Reed)

Latest sponsor-wide plan assets: $11M 124.29851155891434% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	477	$5M
2023	1	705	$8M
2024	1	767	$11M

Nearby 401(k) Plans in California

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

Madison-Reed 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Madison-Reed 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Andale Ready Mix Central, Inc. 401(k) Plan in KS ($8M); by covered participants it is Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement in TN (705 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Andale Ready Mix Central, Inc. 401(k) Plan (KS) $8M · 211
Malvern National Bank 401(k) Profit Sharing Plan (AR) $8M · 120
Unity Bank Group Retirement Plan (WI) $8M · 140
Professional Performance Development Group, Inc. 401(k) Plan (TX) $8M · 177

Similar participant headcount

Nearest other-state filings by covered participants (705 participants); asset peers above are excluded.

Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement (TN) 705 · 0 off
World Choice Investments, LLC & Great Choice Investments, LLC 401(k) Plan (TN) 705 · 0 off
Wilson Electric 401(k) Plan (AZ) 705 · 0 off
Suncoke 401(k) Plan (IL) 705 · 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 Madison-Reed 401(k) Plan assets move in 2023? ▼

Madison-Reed 401(k) Plan surged - up 63.3% during 2023, from $5M to $8M. Reported net income was $3M.

How have Madison Reed plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Madison Reed's sponsor-wide assets grew 124.3%, from $5M to $11M.

Which 401(k) plans are similar in size to Madison-Reed 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Andale Ready Mix Central, Inc. 401(k) Plan in KS ($8M, 211 participants).

Which 401(k) plans cover a similar participant headcount to Madison-Reed 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement in TN (705 participants, $58M 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 462427365.