Other · DOL Form 5500 · 2023

Madison-Haywood Developmental Services, Inc. Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA, verify with linked source filings below.

$3M
Total assets
423
Participants
9th
Percentile by assets

Sponsored by Madison-Haywood Developmental Serv · Tennessee · Other Services

What the 2023 filing shows

Madison-Haywood Developmental Services, Inc. Retirement Plan holds $3M for 423 participants - about $7,851 per participant, among the smaller plans by assets on file, up 22.5% over the 2023 plan year.

$3M
total plan assets (2023 EOY)
423
covered participants
9th
percentile by assets (of 72,800 plans)
$7,851
avg assets per participant
Total Assets (2023)
$3M
Participants
423
State
Industry
Other Services

What the Filing Says About Madison-Haywood Developmental Services, Inc. Retirement Plan

Madison-Haywood Developmental Services, Inc. Retirement Plan is a Other retirement plan sponsored by Madison-Haywood Developmental Serv, headquartered in Tennessee. As of the 2023 Form 5500 filing, the plan reports $3M in total end-of-year assets and covers 423 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 621046018, and the plan has been effective since 1979-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $3M at the beginning of 2023 to $3M at year-end - a gain of 22.5%. Net assets (after liabilities) closed the year at $3M, with reported net income of $610K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$3M
Total Assets (End of Year)$3M
Net Assets (End of Year)$3M
Net Income$610K
Plan TypeOther
Employer EIN621046018
Plan Effective Date1979-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Madison-Haywood Developmental Serv)

Year Plans Participants Total Assets
2022 1 365 $3M
2023 1 423 $3M
2024 1 423 $4M

Nearby Other Plans in Tennessee

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

Frequently Asked Questions

How much money is in the Madison-Haywood Developmental Services, Inc. Retirement Plan?
As of the 2023 Form 5500 filing, Madison-Haywood Developmental Services, Inc. Retirement Plan holds $3M in total assets with 423 participants. It is sponsored by Madison-Haywood Developmental Serv.
What type of plan is Madison-Haywood Developmental Services, Inc. Retirement Plan?
Madison-Haywood Developmental Services, Inc. Retirement Plan is a Other plan. It has been effective since 1979-07-01. The plan is filed with the U.S. Department of Labor under EIN 621046018.
Who sponsors the Madison-Haywood Developmental Services, Inc. Retirement Plan?
Madison-Haywood Developmental Services, Inc. Retirement Plan is sponsored by Madison-Haywood Developmental Serv, located in Tennessee. The sponsor's EIN is 621046018 and the plan operates in the Other Services industry.
How did Madison-Haywood Developmental Services, Inc. Retirement Plan perform in 2023?
Madison-Haywood Developmental Services, Inc. Retirement Plan grew by 22.5% during 2023, moving from $3M to $3M in total assets. Net income was $610K.
Where can I find official filings for Madison-Haywood Developmental Services, Inc. Retirement Plan?
Official Form 5500 filings for Madison-Haywood Developmental Services, Inc. Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 621046018 or plan name at efast.dol.gov.
How does Madison-Haywood Developmental Services, Inc. Retirement Plan compare to other plans?
You can compare Madison-Haywood Developmental Services, Inc. Retirement Plan against other Other plans on the plan type page, or view plans in Tennessee on the state page. PlainRetire tracks all 402,674 ERISA-covered retirement plans in the U.S. that filed a Form 5500 for the 2023 plan year.

Explore PlainRetire

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 621046018.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.