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Map Retirement, Inc.

Matched across 18 name variants in the filings

Map Retirement, Inc. summary

Map Retirement, Inc. appears on 30 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $363M in assets for 9,291 participants. The median client plan holds $9.1M. Most client plans are sponsored in WI, IL and TX. The largest clients by plan assets are Synergy Healthcare Associates, P.L.L.C., Ideagen, Incorporated and The Stephenson National Bank & Trust. Plans reported $237K in direct and indirect compensation paid to Map Retirement, Inc.. The median is $6K per plan.

Participants
9,291
Median plan assets
$9.1M
Median plan participants
257
Median fees per plan
$6K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

Top client states

  • WI14 plans
  • IL4 plans
  • TX4 plans
  • MI3 plans
  • FL1 plan

Frequently asked questions

Who uses Map Retirement, Inc.?
30 retirement plans list Map Retirement, Inc. as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Synergy Healthcare Associates, P.L.L.C., Ideagen, Incorporated, The Stephenson National Bank & Trust, Evergreen Healthcare Partners, Inc. and Staff Electric Co., Inc.. Most client plans are sponsored in WI, IL and TX.
How many plans does Map Retirement, Inc. serve?
Map Retirement, Inc. serves 30 retirement plans with $363M in plan assets and 9,291 participants, based on the latest Form 5500 filings through 2024.
What does Map Retirement, Inc. charge?
Plans reported $237K in total Schedule C compensation paid to Map Retirement, Inc.. The median plan paid $6K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served30-6 YoYRank #426 of mapped providers
Assets under administration$363M0.0%Rank #5988 by share of filed assets
Fees received$236,765Median $6,308/planSum across Schedule C direct + indirect
Net wins YoY+517 won - 12 lostPlan-level switch detection

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  • 5-year plans-served trajectory
  • Customer-base shape
  • Median fees per service
  • Competitor overlap
  • Plans won and lost
  • Top plans by assets

Fund lineups on plans this firm keeps

Large plans that name MAP Retirement as recordkeeper and list their funds in their filing.

Plans
5
$73.8M in funds
In collective trusts
0%
average plan
In MAP Retirement funds
0%
average plan
In index funds
49%
average plan

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.