401(k) · DOL Form 5500 · 2023

Madison Medical Affiliates, Inc. 401(k) Plan

Data updated 2026-08-25

$85M
Total assets Below avg plan size
326
Participants Below avg headcount
90th
Percentile by assets National rank
$260,503
Avg per participant Above avg balance/head
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Official DOL plan name: Madison Medical Affiliates, Inc. Employees' Balanced Profit Sharing Plan · Sponsored by Madison Medical Affiliates, Inc. · Wisconsin · Healthcare & Social Assistance

$85M in assets, 326 participants

Madison Medical Affiliates, Inc.'s Madison Medical Affiliates, Inc. Employees' Balanced Profit Sharing Plan reported $85M in total assets and 326 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #16,173 in Healthcare & Social Assistance (17,684 peers)

Where Madison Medical Affiliates, Inc. Employees' Balanced Profit Sharing Plan sits by assets

Madison Medical Affiliates, Inc. Employees' Balanced Profit Sharing Plan sits in the top 10% of all filed plans by assets, $85M for 326 participants (~$260,503/participant), up 28.5% in 2023.

#16,173
in Healthcare & Social Assistance (17,684 peers)
+28.5%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Madison Medical Affiliates, Inc. Employees' Balanced Profit Sharing Plan's outsized position by total assets

Madison Medical Affiliates, Inc. Employees' Balanced Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$84,923,975 Top 10% higher than 90% of 127,068 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 2023

Madison Medical Affiliates, Inc. Employees' Balanced Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Madison Medical Affiliates, Inc. Employees' Balanced Profit Sharing Plan sits mid-pack in the medium band (326 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Madison Medical Affiliates, Inc. Employees' Balanced Profit Sharing Plan reported net income rose from $8M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Madison Medical Affiliates, Inc. Employees' Balanced Profit Sharing Plan end-of-year assets rose from $66M in the plan year 2022 filing to $85M in the plan year 2023 filing.
  • Madison Medical Affiliates, Inc. Employees' Balanced Profit Sharing Plan reported participants rose from 307 in the plan year 2022 filing to 326 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 391855720 · Madison Medical Affiliates, Inc. PY 2023 · 401(k)

Madison Medical Affiliates, Inc. Employees' Balanced Profit Sharing Plan · $85M · 326 · 90th

  • TYPE $85M
  • TYPE 326
  • TYPE 90th
  • TYPE 401(k)
  • TYPE near Coastal Federal Credit Union 401(k) Plan and Trust
  • TYPE ind #16173

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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →

Madison Medical Affiliates, Inc. Employees' Balanced Profit Sharing Plan in the asset neighbourhood

Coastal Federal Credit Union 401(k) Plan and TrustCoastal Federal Credit Union…$85MUncommon Schools, Inc. 403(b) PlanUncommon Schools, Inc. 403(b…$85MGenesis Administrative Services 401(k) Plan #2Genesis Administrative Servi…$85MMadison Medical Affiliates, Inc. Employees' Balanced Profit Sharing PlanMadison Medical Affiliates, …$85MCornerstone Chemical Co. Employees' Savings PlanCornerstone Chemical Co. Emp…$85M
End-of-year total assets ($M) among Madison Medical Affiliates, Inc. Employees' Balanced Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$85M
Net Income$19M
Employer EIN391855720
Plan Effective Date1977-12-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Madison Medical Affiliates, Inc.)

Sponsor-wide plan assets over time

All Madison Medical Affiliates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$85M 28.547740989697406% vs 2022
2023 filing year
$60M$70M$80M$90M 20222023 $66.1M $84.9M ▲ +28.5%
Year Plans Participants Total Assets
2022 1 307 $66M
2023 1 326 $85M

Nearby 401(k) Plans in Wisconsin

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

Madison Medical Affiliates, Inc. Employees' Balanced Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Madison Medical Affiliates, Inc. Employees' Balanced Profit Sharing Plan, Total assets ($B): 0.084923975 · Participants: 326Madison Medical Affiliates, Inc. Employees' Balanced Profit Sharing PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Madison Medical Affiliates, Inc. Employees' Balanced Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Madison Medical Affiliates, Inc. Employees' Balanced Profit Sharing Plan side-by-side with 3 peers →

Madison Medical Affiliates, Inc. Employees' Balanced Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Coastal Federal Credit Union 401(k) Plan and Trust in NC ($85M); by covered participants it is Verinext Corp. 401(k) Retirement Plan in PA (326 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (326 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Madison Medical Affiliates, Inc. Employees' Balanced Profit Sharing Plan assets move in 2023? ▼
Madison Medical Affiliates, Inc. Employees' Balanced Profit Sharing Plan grew sharply - up 28.5% during 2023, from $66M to $85M. Reported net income was $19M.
How have Madison Medical Affiliates, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Madison Medical Affiliates, Inc.'s sponsor-wide assets grew 28.5%, from $66M to $85M.
Where does Madison Medical Affiliates, Inc. Employees' Balanced Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Madison Medical Affiliates, Inc. Employees' Balanced Profit Sharing Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Madison Medical Affiliates, Inc. Employees' Balanced Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Coastal Federal Credit Union 401(k) Plan and Trust in NC ($85M, 635 participants).
Which 401(k) plans cover a similar participant headcount to Madison Medical Affiliates, Inc. Employees' Balanced Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Verinext Corp. 401(k) Retirement Plan in PA (326 participants, $33M in assets).

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 391855720.

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.