401(k) · DOL Form 5500 · 2024

Madison Capital Group Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
361
Participants Below avg headcount
45th
Percentile by assets National rank
$16,555
Avg per participant Low balance/head
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Official DOL plan name: Madison Capital Group Holdings, LLC 401(k) Plan · Sponsored by Madison Capital Group Holdings, LLC · North Carolina · Real Estate

$6M in assets, 361 participants

Madison Capital Group Holdings, LLC's Madison Capital Group Holdings, LLC 401(k) Plan reported $6M in total assets and 361 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,984 in Real Estate (4,605 peers)

Coverage in North Carolina

Madison Capital Group Holdings, LLC 401(k) Plan covers 361 participants in North Carolina, about 44% of the average North Carolina filer (state average ~819 per filing). Assets: $6M.

#2,984
in Real Estate (4,605 peers)
+74.3%
assets growth YoY

Madison Capital Group Holdings, LLC 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Madison Capital Group Holdings, LLC 401(k) Plan vs every filed plan by assets

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

$5,976,316 45th percentile higher than 45% 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 Capital Group Holdings, LLC 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. Madison Capital Group Holdings, LLC 401(k) Plan sits mid-pack in the medium band (361 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Madison Capital Group Holdings, LLC 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Madison Capital Group Holdings, LLC 401(k) Plan reported participants rose from 278 in the plan year 2023 filing to 361 in the plan year 2024 filing.
  • Madison Capital Group Holdings, LLC 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 861993651 · Madison Capital Group Holdings, LLC PY 2024 · 401(k)

Madison Capital Group Holdings, LLC 401(k) Plan · $6M · 361 · 45th

  • VS-ST $6M
  • VS-ST 361
  • VS-ST 45th
  • VS-ST 401(k)
  • VS-ST near Glade Run Lutheran Services 401(k) Plan
  • VS-ST ind #2984

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 Real Estate retirement plans → · Plans in North Carolina →

Madison Capital Group Holdings, LLC 401(k) Plan in the asset neighbourhood

Madison Capital Group Holdings, LLC 401(k) PlanMadison Capital Group Holdin…$6MGlade Run Lutheran Services 401(k) PlanGlade Run Lutheran Services …$6MMiracle Hill Ministries, Inc. 401(k) PlanMiracle Hill Ministries, Inc…$6MCobalt Labs 401(k) Plan$6MEssential Credit Union 401(k) Profit Sharing PlanEssential Credit Union 401(k…$6M
End-of-year total assets ($M) among Madison Capital Group Holdings, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN861993651
Plan Effective Date2022-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Madison Capital Group Holdings, LLC)

Sponsor-wide plan assets over time

All Madison Capital Group Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 294.2556245744956% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $1.52M $5.98M ▲ +293.4%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 278 $3M
2024 1 361 $6M

Nearby 401(k) Plans in North Carolina

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

Madison Capital Group Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Madison Capital Group Holdings, LLC 401(k) Plan, Total assets ($B): 0.005976316 · Participants: 361Madison Capital Group Holdings, LLC 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Madison Capital Group Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Madison Capital Group Holdings, LLC 401(k) Plan side-by-side with 3 peers →

Madison Capital Group Holdings, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Glade Run Lutheran Services 401(k) Plan in PA ($6M); by covered participants it is Advantage Engineers, LLC 401(k) Plan in MD (361 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (361 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 Capital Group Holdings, LLC 401(k) Plan assets move in 2024? ▼
Madison Capital Group Holdings, LLC 401(k) Plan surged - up 74.3% during 2024, from $3M to $6M. Reported net income was $2M.
How have Madison Capital Group Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Madison Capital Group Holdings, LLC's sponsor-wide assets grew 294.3%, from $2M to $6M.
Which 401(k) plans are similar in size to Madison Capital Group Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Glade Run Lutheran Services 401(k) Plan in PA ($6M, 214 participants).
Which 401(k) plans cover a similar participant headcount to Madison Capital Group Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Advantage Engineers, LLC 401(k) Plan in MD (361 participants, $8M 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 861993651.

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.