401(k) · DOL Form 5500 · 2024

Magnolia Capital Management Company, Inc. 401(k) Plan

Data updated 2026-08-25

$391K
Total assets Small plan by assets
177
Participants Small participant base
16th
Percentile by assets National rank
$2,212
Avg per participant Low balance/head
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Official DOL plan name: Magnolia Capital Management Company, Inc. 401(k) Plan · Sponsored by Magnolia Capital Management Company, Inc. · Illinois · Finance & Insurance

$391K in assets, 177 participants

Magnolia Capital Management Company, Inc.'s Magnolia Capital Management Company, Inc. 401(k) Plan reported $391K in total assets and 177 participants in its 2024 DOL Form 5500 filing, ranking in the 16th 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.

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

Coverage in Illinois

Magnolia Capital Management Company, Inc. 401(k) Plan covers 177 participants in Illinois, about 23% of the average Illinois filer (state average ~779 per filing). Assets: $391K.

#688
in Finance & Insurance (8,549 peers)
-91.5%
assets change YoY

Magnolia Capital Management Company, Inc. 401(k) Plan among the smaller filed plans by assets

Magnolia Capital Management Company, Inc. 401(k) Plan vs every filed plan by assets

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

$391,438 16th percentile higher than 16% 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

Magnolia Capital Management Company, Inc. 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. Magnolia Capital Management Company, Inc. 401(k) Plan sits mid-pack in the medium band (177 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Magnolia Capital Management Company, Inc. 401(k) Plan end-of-year assets fell from $5M in the plan year 2023 filing to $391K in the plan year 2024 filing.
  • Magnolia Capital Management Company, Inc. 401(k) Plan reported net income fell from $727K in the plan year 2023 filing to $226K in the plan year 2024 filing.
  • Magnolia Capital Management Company, Inc. 401(k) Plan reported participants rose from 175 in the plan year 2023 filing to 177 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 813604920 · Magnolia Capital Management Company, Inc. PY 2024 · 401(k)

Magnolia Capital Management Company, Inc. 401(k) Plan · $391K · 177 · 16th

  • IND $391K
  • EOY 177
  • 5500 16th
  • ASSETS 401(k)
  • PCT near Mcc Fabrication Inc 401(k) Plan
  • EIN ind #688

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 Illinois →

Magnolia Capital Management Company, Inc. 401(k) Plan in the asset neighbourhood

Magnolia Capital Management Company, Inc. 401(k) PlanMagnolia Capital Management …$391KMcc Fabrication Inc 401(k) PlanMcc Fabrication Inc 401(k) P…$391KRmcp 401(k)$391KConsumer Insights Inc 401(k) Profit Sharing Plan & TrustConsumer Insights Inc 401(k)…$391KThe Morey Group Retirement PlanThe Morey Group Retirement P…$391K
End-of-year total assets ($M) among Magnolia Capital Management Company, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$389K
Net Income$226K
Employer EIN813604920
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Magnolia Capital Management Company, Inc.)

Sponsor-wide plan assets over time

All Magnolia Capital Management Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$391K 90.16689040638904% vs 2022
2024 filing year
$0M$2M$4M$6M 202220232024 $3.98M $0.39M ▼ -90.2%
Year Plans Participants Total Assets
2022 1 187 $4M
2023 1 175 $5M
2024 1 177 $391K

Nearby 401(k) Plans in Illinois

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

Magnolia Capital Management Company, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Magnolia Capital Management Company, Inc. 401(k) Plan, Total assets ($B): 0.000391438 · Participants: 177Magnolia Capital Management Company, Inc. 401(k) PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Magnolia Capital Management Company, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Magnolia Capital Management Company, Inc. 401(k) Plan side-by-side with 3 peers →

Magnolia Capital Management Company, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Mcc Fabrication Inc 401(k) Plan in MN ($391K); by covered participants it is Greater Houston Retailers Association 401(k) Plan in TX (177 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($391K here).

Similar participant headcount

Nearest other-state filings by covered participants (177 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 Magnolia Capital Management Company, Inc. 401(k) Plan assets move in 2024? ▼
Magnolia Capital Management Company, Inc. 401(k) Plan contracted severely - down 91.5% during 2024, from $5M to $391K. Reported net income was $226K.
How have Magnolia Capital Management Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Magnolia Capital Management Company, Inc.'s sponsor-wide assets declined 90.2%, from $4M to $391K.
Where does Magnolia Capital Management Company, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Magnolia Capital Management Company, Inc. 401(k) Plan ranks in the 16th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Magnolia Capital Management Company, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mcc Fabrication Inc 401(k) Plan in MN ($391K, 9 participants).
Which 401(k) plans cover a similar participant headcount to Magnolia Capital Management Company, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greater Houston Retailers Association 401(k) Plan in TX (177 participants, $496K 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 813604920.

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.