401(k) · DOL Form 5500 · 2024

The Md Group LLC 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
498
Participants Below avg headcount
73rd
Percentile by assets National rank
$45,864
Avg per participant Low balance/head
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Official DOL plan name: The Md Group LLC 401(k) Profit Sharing Plan & Trust · Sponsored by The Md Group LLC · Wisconsin · Retail Trade

$23M in assets, 498 participants

The Md Group LLC's The Md Group LLC 401(k) Profit Sharing Plan & Trust reported $23M in total assets and 498 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #6,661 in Retail Trade (8,048 peers)

The Md Group LLC multi-year trail

The Md Group LLC's plans moved +45.3% in assets from 2022 to 2024; this filing shows The Md Group LLC 401(k) Profit Sharing Plan & Trust at $23M / 498 participants.

#6,661
in Retail Trade (8,048 peers)
+16.0%
assets growth YoY

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

The Md 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

$22,840,029 Top 27% higher than 73% 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

The Md 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. The Md Group LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (498 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Md Group LLC 401(k) Profit Sharing Plan & Trust reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • The Md Group LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $20M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • The Md Group LLC 401(k) Profit Sharing Plan & Trust reported participants fell from 511 in the plan year 2023 filing to 498 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 161637149 · The Md Group LLC PY 2024 · 401(k)

The Md Group LLC 401(k) Profit Sharing Plan & Trust · $23M · 498 · 73rd

  • NET $23M
  • BOOK 498
  • VS-ST 73rd
  • BOY 401(k)
  • SCH near Nj Lenders 401(k) Plan
  • EBSA ind #6661

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 Wisconsin →

The Md Group LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

The Md Group LLC 401(k) Profit Sharing Plan & TrustThe Md Group LLC 401(k) Prof…$23MNj Lenders 401(k) Plan$23MPutnam Plastics Corporation 401(k) PlanPutnam Plastics Corporation …$23MRepublic Plastics 401(k) Plan$23MBimeda, Inc. 401(k) Retirement PlanBimeda, Inc. 401(k) Retireme…$23M
End-of-year total assets ($M) among The Md Group LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

The Md Group LLC multi-year asset trail

Sponsor-wide plan assets over time

All The Md Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$23M 45.26422377581816% vs 2022
2024 filing year
$15M$20M$25M 202220232024 $15.7M $22.8M ▲ +45.3%
Year Plans Participants Total Assets
2022 1 497 $16M
2023 1 511 $20M
2024 1 498 $23M

The Md Group LLC filing trail (2024)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$23M
Net Income$3M
Employer EIN161637149
Plan Effective Date2003-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

The Md Group LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants The Md Group LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.022840029 · Participants: 498The Md Group LLC 401(k) Profit Sharing Plan & TrustAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
The Md Group LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare The Md Group LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Nj Lenders 401(k) Plan in NJ ($23M); by covered participants it is Direct Auction Services, LLC 401(k) Plan in TN (498 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (498 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 The Md Group LLC 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
The Md Group LLC 401(k) Profit Sharing Plan & Trust grew sharply - up 16.0% during 2024, from $20M to $23M. Reported net income was $3M.
How have The Md Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Md Group LLC's sponsor-wide assets grew 45.3%, from $16M to $23M.
Which 401(k) plans are similar in size to The Md Group LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Nj Lenders 401(k) Plan in NJ ($23M, 233 participants).
Which 401(k) plans cover a similar participant headcount to The Md Group LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Direct Auction Services, LLC 401(k) Plan in TN (498 participants, $3M 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 161637149.

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.