401(k) · DOL Form 5500 · 2024
Magis Advisory Group 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 20
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $206,577
- Avg per participant Above avg balance/head
Official DOL plan name: Magis Advisory Group Retirement Plan · Sponsored by Magis Advisory Group · Ohio · Finance & Insurance
$4M in assets, 20 participants
Magis Advisory Group's Magis Advisory Group Retirement Plan reported $4M in total assets and 20 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.
- #2,200 in Finance & Insurance (8,549 peers)
Magis Advisory Group multi-year trail
Magis Advisory Group's plans moved +29.1% in assets from 2022 to 2024; this filing shows Magis Advisory Group Retirement Plan at $4M / 20 participants.
- #2,200
- in Finance & Insurance (8,549 peers)
- +2.7%
- assets growth YoY
Magis Advisory Group Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers
Magis Advisory Group Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,131,543 39th percentile higher than 39% 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
Magis Advisory Group Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Magis Advisory Group Retirement Plan is a small filing (20 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Magis Advisory Group Retirement Plan reported net income fell from $823K in the plan year 2023 filing to $110K in the plan year 2024 filing.
- Magis Advisory Group Retirement Plan reported participants rose from 18 in the plan year 2023 filing to 20 in the plan year 2024 filing.
- Magis Advisory Group Retirement Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 843510647 · Magis Advisory Group PY 2024 · 401(k)
Magis Advisory Group Retirement Plan · $4M · 20 · 39th
- EOY $4M
- 5500 20
- ASSETS 39th
- PCT 401(k)
- EIN near Eva Care Group 401(k) Retirement Plan and Trust
- RANK ind #2200
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 Ohio →
Magis Advisory Group Retirement Plan in the asset neighbourhood
Magis Advisory Group multi-year asset trail
Sponsor-wide plan assets over time
All Magis Advisory Group plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 29.149503960408108% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 16 | $3M |
| 2023 | 1 | 18 | $4M |
| 2024 | 1 | 20 | $4M |
Magis Advisory Group filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $110K |
| Employer EIN | 843510647 |
| Plan Effective Date | 1972-10-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Magis Advisory Group Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Eva Care Group 401(k) Retirement Plan and Trust in CA ($4M); by covered participants it is Aae 401(k) Retirement Plan in MN (20 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (20 participants); asset peers above are excluded.
- Aae 401(k) Retirement Plan (MN) 20 · 0 off
- Pips & Bounce, Inc. 401(k) Profit Sharing Plan (OR) 20 · 0 off
- Aspects Holdings, Inc. 401(k) Plan (AL) 20 · 0 off
- Northwest Analytics, Inc. 401(k) Plan (OR) 20 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.