401(k) · DOL Form 5500 · 2022

Marquess & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
19
Participants Small participant base
39th
Percentile by assets National rank
$148,650
Avg per participant Above avg balance/head
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Official DOL plan name: Marquess & Associates, Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Marquess & Associates, Inc. · Oregon · Professional & Technical Services

$3M in assets, 19 participants

Marquess & Associates, Inc.'s Marquess & Associates, Inc. 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 19 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,870 in Professional & Technical Services (21,562 peers)

Marquess & Associates, Inc. multi-year trail

Marquess & Associates, Inc.'s plans moved +47.4% in assets from 2022 to 2024; this filing shows Marquess & Associates, Inc. 401(k) Profit Sharing Plan & Trust at $3M / 19 participants.

#7,870
in Professional & Technical Services (21,562 peers)
-19.5%
assets change YoY

The plan reported a net loss of $685K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Marquess & Associates, Inc. 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Marquess & Associates, Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$2,824,353 39th percentile higher than 39% 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

Marquess & Associates, Inc. 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. Marquess & Associates, Inc. 401(k) Profit Sharing Plan & Trust is a small filing (19 participants) on this national headcount ladder.

DOL schedule card

Filing strip 930579644 · Marquess & Associates, Inc. PY 2022 · 401(k)

Marquess & Associates, Inc. 401(k) Profit Sharing Plan & Trust · $3M · 19 · 39th

  • BOOK $3M
  • BOOK 19
  • BOOK 39th
  • BOOK 401(k)
  • BOOK near Oxford Obstetrics & Gynecology Associates, P.a. 401(k) Salary Savings Plan
  • BOOK ind #7870

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 Oregon →

Marquess & Associates, Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Marquess & Associates, Inc. 401(k) Profit Sharing Plan & TrustMarquess & Associates, Inc. …$3MOxford Obstetrics & Gynecology Associates, P.a. 401(k) Salary Savings PlanOxford Obstetrics & Gynecolo…$3MInterconnect Wiring 401(k) Profit Sharing Plan and TrustInterconnect Wiring 401(k) P…$3MStevens, Foster 401(k) Plan$3MHowe, Bonney & Associates 401(k) PlanHowe, Bonney & Associates 40…$3M
End-of-year total assets ($M) among Marquess & Associates, Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Marquess & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Marquess & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 47.44736228084804% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.82M $4.16M ▲ +47.5%
Year Plans Participants Total Assets
2022 1 19 $3M
2023 1 17 $4M
2024 1 18 $4M

Marquess & Associates, Inc. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$685K
Employer EIN930579644
Plan Effective Date2002-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Marquess & Associates, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Marquess & Associates, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.002824353 · Participants: 19Marquess & Associates, Inc. 401(k) Profit Sharing Plan & Trust401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.187214067 · Participants: 36913401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 1.954507017 · Participants: 7492Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 1.865300803 · Participants: 14939Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.656566716 · Participants: 6855Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.398948692 · Participants: 4905Pacificorp K Plus Employee Savings Plan
Marquess & Associates, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Marquess & Associates, Inc. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Marquess & Associates, Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Oxford Obstetrics & Gynecology Associates, P.a. 401(k) Salary Savings Plan in MS ($3M); by covered participants it is Jch Holdings Inc. 401(k) Plan in TX (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Marquess & Associates, Inc. 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Marquess & Associates, Inc. 401(k) Profit Sharing Plan & Trust declined sharply - down 19.5% during 2022, from $4M to $3M. Reported net income was -$685K.
How have Marquess & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marquess & Associates, Inc.'s sponsor-wide assets grew 47.4%, from $3M to $4M.
Which 401(k) plans are similar in size to Marquess & Associates, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Oxford Obstetrics & Gynecology Associates, P.a. 401(k) Salary Savings Plan in MS ($3M, 16 participants).
Which 401(k) plans cover a similar participant headcount to Marquess & Associates, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Jch Holdings Inc. 401(k) Plan in TX (19 participants, $2M 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 930579644.

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.