Profit Sharing · DOL Form 5500 · 2024
Madkat Investments Inc. Profit Sharing Plan
Data updated 2026-08-25
- $431K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 17th
- Percentile by assets National rank
- $431,094
- Avg per participant High balance/head
Official DOL plan name: Madkat Investments Inc. Retirement Plan · Sponsored by Madkat Investments Inc. · Georgia · Other Services
$431K in assets, 1 participants
Madkat Investments Inc.'s Madkat Investments Inc. Retirement Plan reported $431K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 17th 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.
- #2,724 in Other Services (7,719 peers)
Madkat Investments Inc. multi-year trail
Madkat Investments Inc.'s plans moved +12.7% in assets from 2022 to 2024; this filing shows Madkat Investments Inc. Retirement Plan at $431K / 1 participant.
- #2,724
- in Other Services (7,719 peers)
- -6.1%
- assets change YoY
The plan reported a net loss of $28K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Madkat Investments Inc. Retirement Plan among the smaller filed plans by assets
Madkat Investments Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$431,094 17th percentile higher than 17% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Madkat Investments Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Madkat Investments Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Madkat Investments Inc. Retirement Plan reported net income fell from $76K in the plan year 2023 filing to -$28K in the plan year 2024 filing.
- Madkat Investments Inc. Retirement Plan end-of-year assets fell from $459K in the plan year 2023 filing to $431K in the plan year 2024 filing.
DOL schedule card
Filing strip 883904522 · Madkat Investments Inc. PY 2024 · Profit Sharing
Madkat Investments Inc. Retirement Plan · $431K · 1 · 17th
- NET $431K
- NET 1
- NET 17th
- NET Profit Sharing
- NET near Moore Estate Vineyards Inc. Retirement Plan
- NET ind #2724
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 Georgia →
Madkat Investments Inc. Retirement Plan in the asset neighbourhood
Madkat Investments Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Madkat Investments Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $431K 12.704313725490197% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $383K |
| 2023 | 1 | 1 | $459K |
| 2024 | 2 | 2 | $431K |
Madkat Investments Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $459K |
|---|---|
| Net Assets (End of Year) | $431K |
| Net Income | -$28K |
| Employer EIN | 883904522 |
| Plan Effective Date | 2022-11-08 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Georgia
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Emory University Retirement Plan $5.5B · 18,936
- Crh Americas 401(k) Plan $4.2B · 35,710
- Emory Healthcare, Inc. Retirement Savings and Matching Plan $2.8B · 23,760
- The Emory Clinic, Inc. Retirement Savings Plan $1.0B · 2,448
- Childrens Healthcare of Atlanta Growth Plan $391M · 12,290
Madkat Investments Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Georgia, the nearest Profit Sharing by assets is Moore Estate Vineyards Inc. Retirement Plan in NC ($431K); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($431K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.