401(k) · DOL Form 5500 · 2022
Marketvision 401(k) Plan
ERISA Form 5500 plan record drawn from DOL EBSA, verify with linked source filings below.
- $27M
- Total assets
- 159
- Participants
- 70th
- Percentile by assets
Sponsored by Marketvision Research, Inc. · Ohio · Professional & Technical Services
What the 2022 filing shows
Marketvision 401(k) Plan holds $27M for 159 participants - about $169,719 per participant, above the median plan by assets, down 16.4% over the 2022 plan year.
- $27M
- total plan assets (2022 EOY)
- 159
- covered participants
- 70th
- percentile by assets (of 84,055 plans)
- $169,719
- avg assets per participant
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What the Filing Says About Marketvision 401(k) Plan
Marketvision 401(k) Plan is a 401(k) retirement plan sponsored by Marketvision Research, Inc., headquartered in Ohio. As of the 2022 Form 5500 filing, the plan reports $27M in total end-of-year assets and covers 159 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 311081333, and the plan has been effective since 1993-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $32M at the beginning of 2022 to $27M at year-end - a decline of 16.4%. Net assets (after liabilities) closed the year at $27M, with reported net income of $-5,280,282 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) | $32M |
| Total Assets (End of Year) | $27M |
| Net Assets (End of Year) | $27M |
| Net Income | $-5,280,282 |
| Plan Type | 401(k) |
| Employer EIN | 311081333 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Marketvision Research, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 159 | $27M |
| 2023 | 1 | 171 | $34M |
| 2024 | 1 | 190 | $40M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
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- GE Retirement Savings Plan $19.5B · 59,766
- The Progressive 401(k) Plan $9.2B · 56,176
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- Marathon Petroleum Thrift Plan $7.5B · 17,818
Related Data
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Frequently Asked Questions
How much money is in the Marketvision 401(k) Plan? ▼
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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 311081333.
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.
Read our methodology - how this data is sourced, computed, and verified.