401(k) · DOL Form 5500 · 2024

Madison Acquisition Group LLC 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
910
Participants Near avg headcount
70th
Percentile by assets National rank
$21,674
Avg per participant Low balance/head
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Official DOL plan name: Madison Acquisition Group LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Madison Acquisition Group LLC · New York · Retail Trade

$20M in assets, 910 participants

Madison Acquisition Group LLC's Madison Acquisition Group LLC 401(k) Profit Sharing Plan & Trust reported $20M in total assets and 910 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #6,492 in Retail Trade (8,048 peers)

Madison Acquisition Group LLC multi-year trail

Madison Acquisition Group LLC's plans moved +94.6% in assets from 2022 to 2024; this filing shows Madison Acquisition Group LLC 401(k) Profit Sharing Plan & Trust at $20M / 910 participants.

#6,492
in Retail Trade (8,048 peers)
+25.2%
assets growth YoY

Madison Acquisition Group LLC 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Madison Acquisition Group LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$19,723,252 Top 30% higher than 70% 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 Acquisition Group LLC 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Madison Acquisition Group LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (910 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Madison Acquisition Group LLC 401(k) Profit Sharing Plan & Trust reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Madison Acquisition Group LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $16M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Madison Acquisition Group LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 884 in the plan year 2023 filing to 910 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 271109369 · Madison Acquisition Group LLC PY 2024 · 401(k)

Madison Acquisition Group LLC 401(k) Profit Sharing Plan & Trust · $20M · 910 · 70th

  • SCH $20M
  • EBSA 910
  • PART 70th
  • TYPE 401(k)
  • NET near Safe-Harbor 401(k) Profit Sharing Plan for Employees of Satellite Affordable Housing Associates
  • BOOK ind #6492

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 Retail Trade retirement plans → · Plans in New York →

Madison Acquisition Group LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Steuart Investment Company 401(k) PlanSteuart Investment Company 4…$20MMadison Acquisition Group LLC 401(k) Profit Sharing Plan & TrustMadison Acquisition Group LL…$20MSafe-Harbor 401(k) Profit Sharing Plan for Employees of Satellite Affordable Housing AssociatesSafe-Harbor 401(k) Profit Sh…$20MHilco Holdings & Subsidiaries 401(k) Profit Sharing PlanHilco Holdings & Subsidiarie…$20MPace Southeast Michigan 401(k) PlanPace Southeast Michigan 401(…$20M
End-of-year total assets ($M) among Madison Acquisition Group LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Madison Acquisition Group LLC multi-year asset trail

Sponsor-wide plan assets over time

All Madison Acquisition Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$20M 94.61767583106892% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $10.1M $19.7M ▲ +94.7%
Year Plans Participants Total Assets
2022 1 815 $10M
2023 1 884 $16M
2024 1 910 $20M

Madison Acquisition Group LLC filing trail (2024)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$20M
Net Income$4M
Employer EIN271109369
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Madison Acquisition Group LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Madison Acquisition Group LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.019723252 · Participants: 910Madison Acquisition Group LLC 401(k) Profit Sharing Plan & TrustIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Madison Acquisition Group LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Madison Acquisition Group LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Madison Acquisition Group LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Safe-Harbor 401(k) Profit Sharing Plan for Employees of Satellite Affordable Housing Associates in CA ($20M); by covered participants it is Sihf Healthcare Savings and Investment Plan in IL (910 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (910 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 Acquisition Group LLC 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Madison Acquisition Group LLC 401(k) Profit Sharing Plan & Trust grew sharply - up 25.2% during 2024, from $16M to $20M. Reported net income was $4M.
How have Madison Acquisition Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Madison Acquisition Group LLC's sponsor-wide assets grew 94.6%, from $10M to $20M.
Which 401(k) plans are similar in size to Madison Acquisition Group LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Safe-Harbor 401(k) Profit Sharing Plan for Employees of Satellite Affordable Housing Associates in CA ($20M, 265 participants).
Which 401(k) plans cover a similar participant headcount to Madison Acquisition Group LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Sihf Healthcare Savings and Investment Plan in IL (910 participants, $71M 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 271109369.

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.