Profit Sharing ยท DOL Form 5500 ยท 2022

Marquette Transportation Company 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA, verify with linked source filings below.

$67M
Total assets
1,331
Participants
84th
Percentile by assets

Sponsored by Marquette Transportation Company, LLC ยท Kentucky ยท Transportation & Warehousing

What the 2022 filing shows

Marquette Transportation Company 401(k) Plan holds $67M for 1,331 participants - about $49,997 per participant, in the top quartile of all filed plans by assets, down 15.6% over the 2022 plan year.

$67M
total plan assets (2022 EOY)
1,331
covered participants
84th
percentile by assets (of 84,055 plans)
$49,997
avg assets per participant

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$67M
Participants
1,331
State
Industry
Transportation & Warehousing

What the Filing Says About Marquette Transportation Company 401(k) Plan

Marquette Transportation Company 401(k) Plan is a Profit Sharing retirement plan sponsored by Marquette Transportation Company, LLC, headquartered in Kentucky. As of the 2022 Form 5500 filing, the plan reports $67M in total end-of-year assets and covers 1,331 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 208602645, and the plan has been effective since 1995-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $79M at the beginning of 2022 to $67M at year-end - a decline of 15.6%. Net assets (after liabilities) closed the year at $67M, with reported net income of $-12,262,472 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$79M
Total Assets (End of Year)$67M
Net Assets (End of Year)$67M
Net Income$-12,262,472
Plan TypeProfit Sharing
Employer EIN208602645
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marquette Transportation Company, LLC)

Year Plans Participants Total Assets
2022 1 1,331 $67M
2023 1 1,577 $81M
2024 1 1,555 $94M

Nearby Profit Sharing Plans in Kentucky

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Frequently Asked Questions

How much money is in the Marquette Transportation Company 401(k) Plan?
As of the 2022 Form 5500 filing, Marquette Transportation Company 401(k) Plan holds $67M in total assets with 1,331 participants. It is sponsored by Marquette Transportation Company, LLC.
What type of plan is Marquette Transportation Company 401(k) Plan?
Marquette Transportation Company 401(k) Plan is a Profit Sharing plan. It has been effective since 1995-01-01. The plan is filed with the U.S. Department of Labor under EIN 208602645.
Who sponsors the Marquette Transportation Company 401(k) Plan?
Marquette Transportation Company 401(k) Plan is sponsored by Marquette Transportation Company, LLC, located in Kentucky. The sponsor's EIN is 208602645 and the plan operates in the Transportation & Warehousing industry.
How did Marquette Transportation Company 401(k) Plan perform in 2022?
Marquette Transportation Company 401(k) Plan declined by 15.6% during 2022, moving from $79M to $67M in total assets. Net income was $-12,262,472.
Where can I find official filings for Marquette Transportation Company 401(k) Plan?
Official Form 5500 filings for Marquette Transportation Company 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 208602645 or plan name at efast.dol.gov.
How does Marquette Transportation Company 401(k) Plan compare to other plans?
You can compare Marquette Transportation Company 401(k) Plan against other Profit Sharing plans on the plan type page, or view plans in Kentucky on the state page. PlainRetire tracks all 402,674 ERISA-covered retirement plans in the U.S. that filed a Form 5500 for the 2023 plan year.

Explore PlainRetire

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 208602645.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.