Plan5500

Madison, NE Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Madison, NE has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $4,873,543 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Madison

  • 2 loaded plans hold $4.9M in reported assets across 2 sponsors.
  • The largest, Madison County Bank Employee Stock Ownership Plan, holds 54% of reported Madison plan assets.
  • Plans cover 68 participants — about 34 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.9MSummed across loaded plans$4,873,543
Total reported assets$4.9M$4,873,543
Total reported participants68
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$4.9M total assets
Net assets$4.9MLiabilities—
Contributions & income
Employer contributions$197K
Participant contributionsNot reported
Total income / additions-$555K
Expenses & distributions
Benefits paid / distributions$354.9K
Total expenses$372.8K
Net increase / (decrease)-$927.9K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Madison, NE plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Madison market comparison

Largest plan share of assets54%Madison County Bank Employee Stock Ownership Plan
Participants per plan34Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Madison

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Madison County Bank Employee Stock Ownership Plan$2.6M
    Madison County Bank · 2023
  2. 2
    Bill Blank Agency Profit Sharing Trust$2.2M
    Bill Blank Agency, Inc. · 2023

Largest plans in Madison → · Madison plans by participants → · Madison plans with financial data → · Madison plans with provider compensation → · $1B+ plans in Madison →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Madison, NE?
2 plan(s) reported by 2 sponsor(s) are loaded for Madison, NE.

Related Form 5500 pages