401(k) · DOL Form 5500 · 2024

Mai Wealth Management, Inc. 401(k) Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
421
Participants Below avg headcount
87th
Percentile by assets National rank
$160,914
Avg per participant Above avg balance/head
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Official DOL plan name: Mai Wealth Management Employee 401(k) Savings Plan · Sponsored by Mai Wealth Management, Inc. · Ohio · Finance & Insurance

$68M in assets, 421 participants

Mai Wealth Management, Inc.'s Mai Wealth Management Employee 401(k) Savings Plan reported $68M in total assets and 421 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #6,866 in Finance & Insurance (8,549 peers)

Where Mai Wealth Management Employee 401(k) Savings Plan sits by assets

Mai Wealth Management Employee 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $68M for 421 participants (~$160,914/participant), up 44.8% in 2024.

#6,866
in Finance & Insurance (8,549 peers)
+44.8%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Mai Wealth Management Employee 401(k) Savings Plan's outsized position by total assets

Mai Wealth Management Employee 401(k) Savings Plan vs every filed plan by assets

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

$67,744,934 Top 13% higher than 87% 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

Mai Wealth Management Employee 401(k) Savings Plan 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. Mai Wealth Management Employee 401(k) Savings Plan sits mid-pack in the medium band (421 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mai Wealth Management Employee 401(k) Savings Plan reported net income rose from $11M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Mai Wealth Management Employee 401(k) Savings Plan end-of-year assets rose from $47M in the plan year 2023 filing to $68M in the plan year 2024 filing.
  • Mai Wealth Management Employee 401(k) Savings Plan reported participants rose from 382 in the plan year 2023 filing to 421 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 271099169 · Mai Wealth Management, Inc. PY 2024 · 401(k)

Mai Wealth Management Employee 401(k) Savings Plan · $68M · 421 · 87th

  • IND $68M
  • EOY 421
  • 5500 87th
  • ASSETS 401(k)
  • PCT near Culligan Soft Water Services Savings Plan
  • EIN ind #6866

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 →

Mai Wealth Management Employee 401(k) Savings Plan in the asset neighbourhood

Res 401(k) Plan$68MMai Wealth Management Employee 401(k) Savings PlanMai Wealth Management Employ…$68MCulligan Soft Water Services Savings PlanCulligan Soft Water Services…$68MGlassbridge Retirement Investment PlanGlassbridge Retirement Inves…$68MRegenxbio Inc 401(k) Plan$68M
End-of-year total assets ($M) among Mai Wealth Management Employee 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$68M
Net Income$21M
Employer EIN271099169
Plan Effective Date2007-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mai Wealth Management, Inc.)

Sponsor-wide plan assets over time

All Mai Wealth Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$68M 90.09216076506326% vs 2022
2024 filing year
$30M$40M$50M$60M$70M$80M 202220232024 $35.6M $67.7M ▲ +90.1%
Year Plans Participants Total Assets
2022 1 285 $36M
2023 1 382 $47M
2024 1 421 $68M

Nearby 401(k) Plans in Ohio

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

Mai Wealth Management Employee 401(k) Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Mai Wealth Management Employee 401(k) Savings Plan, Total assets ($B): 0.067744934 · Participants: 421Mai Wealth Management Employee 401(k) Savings PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Mai Wealth Management Employee 401(k) Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Mai Wealth Management Employee 401(k) Savings Plan side-by-side with 3 peers →

Mai Wealth Management Employee 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Culligan Soft Water Services Savings Plan in MN ($68M); by covered participants it is Ubg 401(k) - Frontier Cooperative in NE (421 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($68M here).

Similar participant headcount

Nearest other-state filings by covered participants (421 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 Mai Wealth Management Employee 401(k) Savings Plan assets move in 2024? ▼
Mai Wealth Management Employee 401(k) Savings Plan surged - up 44.8% during 2024, from $47M to $68M. Reported net income was $21M.
How have Mai Wealth Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mai Wealth Management, Inc.'s sponsor-wide assets grew 90.1%, from $36M to $68M.
Where does Mai Wealth Management Employee 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Mai Wealth Management Employee 401(k) Savings Plan ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Mai Wealth Management Employee 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Culligan Soft Water Services Savings Plan in MN ($68M, 581 participants).
Which 401(k) plans cover a similar participant headcount to Mai Wealth Management Employee 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ubg 401(k) - Frontier Cooperative in NE (421 participants, $20M 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 271099169.

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.