401(k) · DOL Form 5500 · 2022

Marino & Simonetti 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
32nd
Percentile by assets National rank
$591,780
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Marino & Simonetti 401(k) Plan and Trust · Sponsored by Marino & Simonetti · Illinois · Professional & Technical Services

$2M in assets, 3 participants

Marino & Simonetti's Marino & Simonetti 401(k) Plan and Trust reported $2M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #6,141 in Professional & Technical Services (21,562 peers)

Marino & Simonetti multi-year trail

Marino & Simonetti's plans moved +31.2% in assets from 2022 to 2023; this filing shows Marino & Simonetti 401(k) Plan and Trust at $2M / 3 participants.

#6,141
in Professional & Technical Services (21,562 peers)
-21.2%
assets change YoY

The plan reported a net loss of $479K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Marino & Simonetti 401(k) Plan and Trust among the smaller filed plans by assets

Marino & Simonetti 401(k) Plan and Trust vs every filed plan by assets

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

$1,775,339 32nd percentile higher than 32% 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

Marino & Simonetti 401(k) Plan and 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. Marino & Simonetti 401(k) Plan and Trust is a micro filing (3 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 261237361 · Marino & Simonetti PY 2022 · 401(k)

Marino & Simonetti 401(k) Plan and Trust · $2M · 3 · 32nd

  • RANK $2M
  • RANK 3
  • RANK 32nd
  • RANK 401(k)
  • RANK near Lower Columbia Community Action Council 401(k) Plan
  • RANK ind #6141

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 Professional & Technical Services retirement plans → · Plans in Illinois →

Marino & Simonetti 401(k) Plan and Trust in the asset neighbourhood

Marino & Simonetti 401(k) Plan and TrustMarino & Simonetti 401(k) Pl…$2MLower Columbia Community Action Council 401(k) PlanLower Columbia Community Act…$2MUnited Regional Professional Services Corp. 401(k) PlanUnited Regional Professional…$2MTasty Brands LLC 401(k) Profit Sharing PlanTasty Brands LLC 401(k) Prof…$2MParadigm Investment Group, LLC 401(k) PlanParadigm Investment Group, L…$2M
End-of-year total assets ($M) among Marino & Simonetti 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Marino & Simonetti multi-year asset trail

Sponsor-wide plan assets over time

All Marino & Simonetti plans reported in each filing year

Latest sponsor-wide plan assets
$2M 31.24000542994887% vs 2022
2023 filing year
$1.6M$1.8M$2M$2.2M$2.4M 20222023 $1.78M $2.33M ▲ +30.9%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 3 $2M

Marino & Simonetti filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$479K
Employer EIN261237361
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Marino & Simonetti 401(k) Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Marino & Simonetti 401(k) Plan and Trust, Total assets ($B): 0.001775339 · Participants: 3Marino & Simonetti 401(k) Plan and TrustState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Marino & Simonetti 401(k) Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants

Marino & Simonetti 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Lower Columbia Community Action Council 401(k) Plan in WA ($2M); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Marino & Simonetti 401(k) Plan and Trust assets move in 2022?
Marino & Simonetti 401(k) Plan and Trust declined sharply - down 21.2% during 2022, from $2M to $2M. Reported net income was -$479K.
How have Marino & Simonetti plan assets changed over time?
Across 2 plan years on file (2022-2023), Marino & Simonetti's sponsor-wide assets grew 31.2%, from $2M to $2M.
Which 401(k) plans are similar in size to Marino & Simonetti 401(k) Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Lower Columbia Community Action Council 401(k) Plan in WA ($2M, 45 participants).
Which 401(k) plans cover a similar participant headcount to Marino & Simonetti 401(k) Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants, N/A in assets).