401(k) · DOL Form 5500 · 2022

Marquee Funding Group Inc 401(k) Plan

Data updated 2026-08-25

$552K
Total assets Small plan by assets
13
Participants Small participant base
19th
Percentile by assets National rank
$42,432
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Marquee Funding Group 401(k) Profit Sharing Plan & Trust · Sponsored by Marquee Funding Group Inc · California · Finance & Insurance

$552K in assets, 13 participants

Marquee Funding Group Inc's Marquee Funding Group 401(k) Profit Sharing Plan & Trust reported $552K in total assets and 13 participants in its 2022 DOL Form 5500 filing, ranking in the 19th 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.

  • #1,131 in Finance & Insurance (9,261 peers)

2022 asset change

Marquee Funding Group 401(k) Profit Sharing Plan & Trust pulled back noticeably 8.0% in 2022 ($600K → $552K) for 13 participants.

#1,131
in Finance & Insurance (9,261 peers)
-8.0%
assets change YoY

The plan reported a net loss of $48K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Marquee Funding Group 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Marquee Funding Group 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$551,616 19th percentile higher than 19% of 139,123 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 2022

Marquee Funding Group 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marquee Funding Group 401(k) Profit Sharing Plan & Trust is a small filing (13 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 270846850 · Marquee Funding Group Inc PY 2022 · 401(k)

Marquee Funding Group 401(k) Profit Sharing Plan & Trust · $552K · 13 · 19th

  • SCH $552K
  • EBSA 13
  • PART 19th
  • TYPE 401(k)
  • NET near Coppermuse Inc. 401(k) Plan
  • BOOK ind #1131

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 California →

Marquee Funding Group 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Marquee Funding Group 401(k) Profit Sharing Plan & TrustMarquee Funding Group 401(k)…$552KCoppermuse Inc. 401(k) Plan$552KPalio's Five Star Inc. 401(k) PlanPalio's Five Star Inc. 401(k…$551KGmls Industries Inc 401(k) PlanGmls Industries Inc 401(k) P…$552KCapistrano Corporation 401(k) PlanCapistrano Corporation 401(k…$552K
End-of-year total assets ($M) among Marquee Funding Group 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$600K
Net Assets (End of Year)$552K
Net Income-$48K
Employer EIN270846850
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Marquee Funding Group 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Marquee Funding Group 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000551616 · Participants: 13Marquee Funding Group 401(k) Profit Sharing Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Marquee Funding Group 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Marquee Funding Group 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Marquee Funding Group 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Coppermuse Inc. 401(k) Plan in CO ($552K); by covered participants it is Casey Tool and Lock Technology Inc. Employees Profit Sharing Plan and Trust in IL (13 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($552K here).

Similar participant headcount

Nearest other-state filings by covered participants (13 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Marquee Funding Group 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Marquee Funding Group 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 8.0% during 2022, from $600K to $552K. Reported net income was -$48K.
Where does Marquee Funding Group 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Marquee Funding Group 401(k) Profit Sharing Plan & Trust ranks in the 19th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Marquee Funding Group 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Coppermuse Inc. 401(k) Plan in CO ($552K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Marquee Funding Group 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Casey Tool and Lock Technology Inc. Employees Profit Sharing Plan and Trust in IL (13 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 270846850.

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.