401(k) · DOL Form 5500 · 2024

Madison Health 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
327
Participants Below avg headcount
72nd
Percentile by assets National rank
$65,944
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Madison Health Employees' 401(k) Pension Plan · Sponsored by Madison Health · Ohio · Healthcare & Social Assistance

$22M in assets, 327 participants

Madison Health's Madison Health Employees' 401(k) Pension Plan reported $22M in total assets and 327 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #12,861 in Healthcare & Social Assistance (16,916 peers)

Coverage in Ohio

Madison Health Employees' 401(k) Pension Plan covers 327 participants in Ohio, about 43% of the average Ohio filer (state average ~765 per filing). Assets: $22M.

#12,861
in Healthcare & Social Assistance (16,916 peers)
+10.3%
assets growth YoY

Madison Health Employees' 401(k) Pension Plan's outsized position by total assets

Madison Health Employees' 401(k) Pension Plan vs every filed plan by assets

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

$21,563,711 Top 28% higher than 72% 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 Health Employees' 401(k) Pension 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. Madison Health Employees' 401(k) Pension Plan sits mid-pack in the medium band (327 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Madison Health Employees' 401(k) Pension Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Madison Health Employees' 401(k) Pension Plan end-of-year assets rose from $20M in the plan year 2023 filing to $22M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 311657206 · Madison Health PY 2024 · 401(k)

Madison Health Employees' 401(k) Pension Plan · $22M · 327 · 72nd

  • SCH $22M
  • SCH 327
  • SCH 72nd
  • SCH 401(k)
  • SCH near Geo Services, LLC 401(k) Plan
  • SCH ind #12861

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 Ohio →

Madison Health Employees' 401(k) Pension Plan in the asset neighbourhood

Crane Engineering Sales, Inc. 401(k) PlanCrane Engineering Sales, Inc…$22MMadison Health Employees' 401(k) Pension PlanMadison Health Employees' 40…$22MGeo Services, LLC 401(k) Plan$22MKasasa, Ltd 401(k) Plan$22MMyorthos 401(k) Plan$22M
End-of-year total assets ($M) among Madison Health Employees' 401(k) Pension Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$22M
Net Income$2M
Employer EIN311657206
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Madison Health)

Sponsor-wide plan assets over time

All Madison Health plans reported in each filing year

Latest sponsor-wide plan assets
$22M 32.051642412783146% vs 2022
2024 filing year
$14M$16M$18M$20M$22M$24M 202220232024 $16.3M $21.6M ▲ +32.0%
Year Plans Participants Total Assets
2022 1 307 $16M
2023 1 328 $20M
2024 1 327 $22M

Nearby 401(k) Plans in Ohio

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

Madison Health Employees' 401(k) Pension Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Madison Health Employees' 401(k) Pension Plan, Total assets ($B): 0.021563711 · Participants: 327Madison Health Employees' 401(k) Pension 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
Madison Health Employees' 401(k) Pension Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Madison Health Employees' 401(k) Pension Plan side-by-side with 3 peers →

Madison Health Employees' 401(k) Pension Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Geo Services, LLC 401(k) Plan in CA ($22M); by covered participants it is Farmers Mutual 401(k) Savings Plan in NE (327 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (327 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 Health Employees' 401(k) Pension Plan assets move in 2024? ▼
Madison Health Employees' 401(k) Pension Plan grew at a solid clip - up 10.3% during 2024, from $20M to $22M. Reported net income was $2M.
How have Madison Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Madison Health's sponsor-wide assets grew 32.1%, from $16M to $22M.
Which 401(k) plans are similar in size to Madison Health Employees' 401(k) Pension Plan? ▼
Among 401(k) plans in other states, the closest by assets is Geo Services, LLC 401(k) Plan in CA ($22M, 120 participants).
Which 401(k) plans cover a similar participant headcount to Madison Health Employees' 401(k) Pension Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Farmers Mutual 401(k) Savings Plan in NE (327 participants, $81M 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 311657206.

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.