401(k) · DOL Form 5500 · 2022

Marathon Capital Managements L 401(k) Plan

Data updated 2026-08-25

$288K
Total assets Small plan by assets
5
Participants Small participant base
13th
Percentile by assets National rank
$57,659
Avg per participant Low balance/head
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Official DOL plan name: Marathon Capital Managements L 401(k) Profit Sharing Plan & Trust · Sponsored by Marathon Capital Managements L · Maryland · Finance & Insurance

$288K in assets, 5 participants

Marathon Capital Managements L's Marathon Capital Managements L 401(k) Profit Sharing Plan & Trust reported $288K in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 13th 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.

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

Marathon Capital Managements L multi-year trail

Marathon Capital Managements L's plans moved +357.6% in assets from 2022 to 2024; this filing shows Marathon Capital Managements L 401(k) Profit Sharing Plan & Trust at $288K / 5 participants.

#764
in Finance & Insurance (9,261 peers)
-82.2%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Marathon Capital Managements L 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Marathon Capital Managements L 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$288,293 13th percentile higher than 13% 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

Marathon Capital Managements L 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marathon Capital Managements L 401(k) Profit Sharing Plan & Trust is a micro filing (5 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 203954582 · Marathon Capital Managements L PY 2022 · 401(k)

Marathon Capital Managements L 401(k) Profit Sharing Plan & Trust · $288K · 5 · 13th

  • SCH $288K
  • SCH 5
  • SCH 13th
  • SCH 401(k)
  • SCH near Benjamin S Moss LLC 401(k) Profit Sharing Plan & Trust
  • SCH ind #764

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 Maryland →

Marathon Capital Managements L 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Marathon Capital Managements L 401(k) Profit Sharing Plan & TrustMarathon Capital Managements…$288KBenjamin S Moss LLC 401(k) Profit Sharing Plan & TrustBenjamin S Moss LLC 401(k) P…$288KChartered Market Technicians a 401(k) Profit Sharing Plan & TrustChartered Market Technicians…$288KPowershouse Services Inc. 401(k) PlanPowershouse Services Inc. 40…$288KLone Peak Dental Group 401(k) PlanLone Peak Dental Group 401(k…$288K
End-of-year total assets ($M) among Marathon Capital Managements L 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Marathon Capital Managements L multi-year asset trail

Sponsor-wide plan assets over time

All Marathon Capital Managements L plans reported in each filing year

Latest sponsor-wide plan assets
$1M 357.61083342294125% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M 202220232024 $0.29M $1.32M ▲ +355.2%
Year Plans Participants Total Assets
2022 1 5 $288K
2023 1 6 $1M
2024 1 7 $1M

Marathon Capital Managements L filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$288K
Net Income-$1M
Employer EIN203954582
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maryland

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

Marathon Capital Managements L 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -1001020304050 Total assets ($B) Participants Marathon Capital Managements L 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000288293 · Participants: 5Marathon Capital Managements L 401(k) Profit Sharing Plan & TrustLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 43.624690273 · Participants: 87666Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 8.25929933 · Participants: 82576Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 3.651080244 · Participants: 6107T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.260404321 · Participants: 2819Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 1.938654635 · Participants: 74729Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Marathon Capital Managements L 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Marathon Capital Managements L 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Marathon Capital Managements L 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Benjamin S Moss LLC 401(k) Profit Sharing Plan & Trust in FL ($288K); by covered participants it is Stel Pro Inc 401(k) Plan in TX (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Marathon Capital Managements L 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Marathon Capital Managements L 401(k) Profit Sharing Plan & Trust contracted severely - down 82.2% during 2022, from $2M to $288K. Reported net income was -$1M.
How have Marathon Capital Managements L plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marathon Capital Managements L's sponsor-wide assets grew 357.6%, from $288K to $1M.
Where does Marathon Capital Managements L 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Marathon Capital Managements L 401(k) Profit Sharing Plan & Trust ranks in the 13th 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 Marathon Capital Managements L 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Benjamin S Moss LLC 401(k) Profit Sharing Plan & Trust in FL ($288K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Marathon Capital Managements L 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (5 participants, $48K 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 203954582.

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.