Assets by plan
Share of aggregate retirement assets
Filings through .
Madison Investment Holdings, Inc.
EIN 39-1194160investment managementLatest filing 2025
Plans
2
Retirement
2
$95.7M assets
Health & Benefits
0
Participants
161
550 SCIENCE DRIVE - MADISON, WI 53711608-274-0300madisoninvestments.comLinkedIn51-200 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $95.7M assets / 161 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#004
MADISON INVESTMENT EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$52.0M
Participants55
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#005
MADISON INVESTMENT 401(K) PLAN
401(k)
Assets$43.7M
Participants106
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | MADISON INVESTMENT EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $52.0M | 55 | 2025 |
| #005 | MADISON INVESTMENT 401(K) PLAN | 401(k) | $43.7M | 106 | 2025 |
- #004 · ESOP · 202555
- #005 · 401(k) · 2025106
Retirement plans