401(k) · DOL Form 5500 · 2024

Martin, Disiere, Jefferson & Wisdom, LLP 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
113
Participants Small participant base
76th
Percentile by assets National rank
$241,214
Avg per participant Above avg balance/head
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Official DOL plan name: Mdj&w 401(k) Plan · Sponsored by Martin, Disiere, Jefferson & Wisdom, LLP · Texas · Other Services

$27M in assets, 113 participants

Martin, Disiere, Jefferson & Wisdom, LLP's Mdj&w 401(k) Plan reported $27M in total assets and 113 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #6,751 in Other Services (7,719 peers)

Coverage in Texas

Mdj&w 401(k) Plan covers 113 participants in Texas, about 16% of the average Texas filer (state average ~688 per filing). Assets: $27M.

#6,751
in Other Services (7,719 peers)
+8.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Mdj&w 401(k) Plan's outsized position by total assets

Mdj&w 401(k) Plan vs every filed plan by assets

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

$27,257,131 Top 24% higher than 76% 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

Mdj&w 401(k) 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. Mdj&w 401(k) Plan sits mid-pack in the medium band (113 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mdj&w 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Mdj&w 401(k) Plan end-of-year assets rose from $25M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • Mdj&w 401(k) Plan reported participants rose from 106 in the plan year 2023 filing to 113 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 760627804 · Martin, Disiere, Jefferson & Wisdom, LLP PY 2024 · 401(k)

Mdj&w 401(k) Plan · $27M · 113 · 76th

  • EBSA $27M
  • EBSA 113
  • EBSA 76th
  • EBSA 401(k)
  • EBSA near Tld USA Profit Sharing and Savings Plan
  • EBSA ind #6751

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 Other Services retirement plans → · Plans in Texas →

Mdj&w 401(k) Plan in the asset neighbourhood

Mdj&w 401(k) Plan$27MTld USA Profit Sharing and Savings PlanTld USA Profit Sharing and S…$27MPueblo of Santa Ana Commercial Enterprises 401(k) Profit Sharing Plan and TrustPueblo of Santa Ana Commerci…$27MSanta Catalina Island Savings PlanSanta Catalina Island Saving…$27MUpright Holdings Retirement Savings PlanUpright Holdings Retirement …$27M
End-of-year total assets ($M) among Mdj&w 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$27M
Net Income$2M
Employer EIN760627804
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Martin, Disiere, Jefferson & Wisdom, LLP)

Sponsor-wide plan assets over time

All Martin, Disiere, Jefferson & Wisdom, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$27M 26.268614304858417% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $21.6M $27.3M ▲ +26.3%
Year Plans Participants Total Assets
2022 1 120 $22M
2023 1 106 $25M
2024 1 113 $27M

Nearby 401(k) Plans in Texas

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

Mdj&w 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Mdj&w 401(k) Plan, Total assets ($B): 0.027257131 · Participants: 113Mdj&w 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Mdj&w 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Mdj&w 401(k) Plan side-by-side with 3 peers →

Mdj&w 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Tld USA Profit Sharing and Savings Plan in CT ($27M); by covered participants it is John Youngblood Motors Inc. Salary Savings & Profit Sharing Plan in MO (113 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (113 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 Mdj&w 401(k) Plan assets move in 2024? ▼
Mdj&w 401(k) Plan grew at a solid clip - up 8.7% during 2024, from $25M to $27M. Reported net income was $2M.
How have Martin, Disiere, Jefferson & Wisdom, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Martin, Disiere, Jefferson & Wisdom, LLP's sponsor-wide assets grew 26.3%, from $22M to $27M.
Where does Mdj&w 401(k) Plan rank by assets among Form 5500 filers? ▼
Mdj&w 401(k) Plan ranks in the 76th 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 Mdj&w 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tld USA Profit Sharing and Savings Plan in CT ($27M, 493 participants).
Which 401(k) plans cover a similar participant headcount to Mdj&w 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is John Youngblood Motors Inc. Salary Savings & Profit Sharing Plan in MO (113 participants, $918K 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 760627804.

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.