401(k) · DOL Form 5500 · 2024

Madison Re I.I. 401(k) Plan

Data updated 2026-08-25

$84K
Total assets Small plan by assets
8
Participants Small participant base
5th
Percentile by assets National rank
$10,442
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Madison Pr Retirement Plan · Sponsored by Madison Re I.I. · Puerto Rico · Professional & Technical Services

$84K in assets, 8 participants

Madison Re I.I.'s Madison Pr Retirement Plan reported $84K in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 5th 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.

  • #953 in Professional & Technical Services (20,173 peers)

Madison Re I.I. multi-year trail

Madison Re I.I.'s plans moved +406.1% in assets from 2023 to 2024; this filing shows Madison Pr Retirement Plan at $84K / 8 participants.

#953
in Professional & Technical Services (20,173 peers)
+406.1%
assets growth YoY

Madison Pr Retirement Plan among the smaller filed plans by assets

Madison Pr Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$83,535 5th percentile higher than 5% of 123,620 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 2024

Madison Pr 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. Madison Pr Retirement Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Madison Pr Retirement Plan end-of-year assets rose from $17K in the plan year 2023 filing to $84K in the plan year 2024 filing.
  • Madison Pr Retirement Plan reported net income rose from $17K in the plan year 2023 filing to $67K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 660844117 · Madison Re I.I. PY 2024 · 401(k)

Madison Pr Retirement Plan · $84K · 8 · 5th

  • NET $84K
  • BOOK 8
  • VS-ST 5th
  • BOY 401(k)
  • SCH near R&t Auto 401(k)
  • EBSA ind #953

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 Professional & Technical Services retirement plans → · Plans in Puerto Rico →

Madison Pr Retirement Plan in the asset neighbourhood

Madison Pr Retirement Plan$84KR&t Auto 401(k)$84KBeen Downunder, Inc. 401(k) PlanBeen Downunder, Inc. 401(k) …$84KAep Adventures Corp. 401(k) PlanAep Adventures Corp. 401(k) …$84KRpw Ventures, Inc. 401(k) PlanRpw Ventures, Inc. 401(k) Pl…$84K
End-of-year total assets ($M) among Madison Pr Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Madison Re I.I. multi-year asset trail

Sponsor-wide plan assets over time

All Madison Re I.I. plans reported in each filing year

Latest sponsor-wide plan assets
$84K 406.05803598473375% vs 2023
2024 filing year
$0M$0.02M$0.04M$0.06M$0.08M$0.1M 20232024 $0.02M $0.08M ▲ +300.0%
Year Plans Participants Total Assets
2023 1 N/A $17K
2024 1 8 $84K

Madison Re I.I. filing trail (2024)

Total Assets (Beginning of Year)$17K
Net Assets (End of Year)$84K
Net Income$67K
Employer EIN660844117
Plan Effective Date2022-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Puerto Rico

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

Madison Pr Retirement Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -1000100200300400500 Total assets ($M) Participants Madison Pr Retirement Plan, Total assets ($M): 0.083535 · Participants: 8Madison Pr Retirement PlanPfizer Savings Plan for Employees Resident in Puerto Rico, Total assets ($M): 395.418432 · Participants: 88Pfizer Savings Plan for Employees Resident in Puerto RicoMsd Puerto Rico Savings and Security Plan, Total assets ($M): 231.602491 · Participants: 542Msd Puerto Rico Savings and Security PlanInter American University of Pr Defined Contribution Retirement Plan, Total assets ($M): 199.102479 · Participants: 1552Inter American University of Pr Defined Contribution Retirement PlanPopular, Inc. USA 401(k) Savings & Investment Plan, Total assets ($M): 170.397343 · Participants: 942Popular, Inc. USA 401(k) Savings & Investment PlanFirstbank 401(k) Retirement Plan for Residents of Puerto Rico, Total assets ($M): 164.421743 · Participants: 2826Firstbank 401(k) Retirement Plan for Residents of Puerto Rico
Madison Pr Retirement Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants
Compare Madison Pr Retirement Plan side-by-side with 3 peers →

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

Outside Puerto Rico, the nearest 401(k) by assets is R&t Auto 401(k) in AR ($84K); by covered participants it is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($84K here).

Similar participant headcount

Nearest other-state filings by covered participants (8 participants); 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.

Frequently Asked Questions

How did Madison Pr Retirement Plan assets move in 2024? ▼
Madison Pr Retirement Plan surged - up 406.1% during 2024, from $17K to $84K. Reported net income was $67K.
How have Madison Re I.I. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Madison Re I.I.'s sponsor-wide assets grew 406.1%, from $17K to $84K.
Where does Madison Pr Retirement Plan rank by assets among Form 5500 filers? ▼
Madison Pr Retirement Plan ranks in the 5th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Madison Pr Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is R&t Auto 401(k) in AR ($84K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Madison Pr Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants, $411K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 660844117.

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.