401(k) · DOL Form 5500 · 2023

Martin, Disiere, Jefferson & Wisdom, LLP 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
106
Participants Small participant base
76th
Percentile by assets National rank
$236,456
Avg per participant Above avg balance/head
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Official DOL plan name: Mdj&w 401(k) Plan · Sponsored by Martin, Disiere, Jefferson & Wisdom, LLP · Texas · Other Services

$25M in assets, 106 participants

Martin, Disiere, Jefferson & Wisdom, LLP's Mdj&w 401(k) Plan reported $25M in total assets and 106 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #6,893 in Other Services (7,857 peers)

Coverage in Texas

Mdj&w 401(k) Plan covers 106 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $25M.

#6,893
in Other Services (7,857 peers)
+16.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Mdj&w 401(k) Plan's outsized position by total assets

Mdj&w 401(k) Plan vs every filed plan by assets

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

$25,064,361 Top 24% higher than 76% 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

Mdj&w 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. Mdj&w 401(k) Plan sits mid-pack in the medium band (106 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mdj&w 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Mdj&w 401(k) Plan end-of-year assets rose from $22M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Mdj&w 401(k) Plan reported participants fell from 120 in the plan year 2022 filing to 106 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 760627804 · Martin, Disiere, Jefferson & Wisdom, LLP PY 2023 · 401(k)

Mdj&w 401(k) Plan · $25M · 106 · 76th

  • EIN $25M
  • EIN 106
  • EIN 76th
  • EIN 401(k)
  • EIN near Community First Credit Union of Florida Salary Savings Plan
  • EIN ind #6893

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 Texas →

Mdj&w 401(k) Plan in the asset neighbourhood

Mdj&w 401(k) Plan$25MCommunity First Credit Union of Florida Salary Savings PlanCommunity First Credit Union…$25MCongress Associates, Inc. Profit Sharing PlanCongress Associates, Inc. Pr…$25MRobotic Research 401(k) Plan$25MAmerican Pool 401(k) Plan$25M
End-of-year total assets ($M) among Mdj&w 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$25M
Net Income$3M
Employer EIN760627804
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Martin, Disiere, Jefferson & Wisdom, LLP)

Sponsor-wide plan assets over time

All Martin, Disiere, Jefferson & Wisdom, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$27M 26.268614304858417% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $21.6M $27.3M ▲ +26.3%
Year Plans Participants Total Assets
2022 1 120 $22M
2023 1 106 $25M
2024 1 113 $27M

Nearby 401(k) Plans in Texas

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

Mdj&w 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Mdj&w 401(k) Plan, Total assets ($B): 0.025064361 · Participants: 106Mdj&w 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Mdj&w 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Mdj&w 401(k) Plan side-by-side with 3 peers →

Mdj&w 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Community First Credit Union of Florida Salary Savings Plan in FL ($25M); by covered participants it is Interfolio 401(k) P/S Plan in DC (106 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (106 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 Mdj&w 401(k) Plan assets move in 2023? ▼
Mdj&w 401(k) Plan grew sharply - up 16.1% during 2023, from $22M to $25M. Reported net income was $3M.
How have Martin, Disiere, Jefferson & Wisdom, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Martin, Disiere, Jefferson & Wisdom, LLP's sponsor-wide assets grew 26.3%, from $22M to $27M.
Where does Mdj&w 401(k) Plan rank by assets among Form 5500 filers? ▼
Mdj&w 401(k) Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Mdj&w 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Community First Credit Union of Florida Salary Savings Plan in FL ($25M, 338 participants).
Which 401(k) plans cover a similar participant headcount to Mdj&w 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Interfolio 401(k) P/S Plan in DC (106 participants, N/A 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 760627804.

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.