401(k) · DOL Form 5500 · 2022

Marketwise Solutions LLC 401(k) Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
739
Participants Near avg headcount
88th
Percentile by assets National rank
$69,468
Avg per participant Below avg balance/head
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Official DOL plan name: Marketwise Solutions LLC Savings and Retirement Plan · Sponsored by Marketwise Solutions LLC · Maryland · Information & Media

$51M in assets, 739 participants

Marketwise Solutions LLC's Marketwise Solutions LLC Savings and Retirement Plan reported $51M in total assets and 739 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #2,416 in Information & Media (2,911 peers)

Where Marketwise Solutions LLC Savings and Retirement Plan sits by assets

Marketwise Solutions LLC Savings and Retirement Plan sits in the top quartile of all filed plans by assets, $51M for 739 participants (~$69,468/participant), down 9.4% in 2022.

#2,416
in Information & Media (2,911 peers)
-9.4%
assets change YoY
0.5×
vs typical plan assets (national mean)

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.

Marketwise Solutions LLC Savings and Retirement Plan's outsized position by total assets

Marketwise Solutions LLC Savings and Retirement Plan vs every filed plan by assets

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

$51,336,652 Top 12% higher than 88% 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

Marketwise Solutions LLC Savings and Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marketwise Solutions LLC Savings and Retirement Plan sits mid-pack in the medium band (739 participants).

Plan-year Form 5500 strip

Filing strip 352622970 · Marketwise Solutions LLC PY 2022 · 401(k)

Marketwise Solutions LLC Savings and Retirement Plan · $51M · 739 · 88th

  • PART $51M
  • TYPE 739
  • NET 88th
  • BOOK 401(k)
  • VS-ST near Midlantic Urology 401(k) Profit Sharing Plan
  • BOY ind #2416

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 Information & Media retirement plans → · Plans in Maryland →

Marketwise Solutions LLC Savings and Retirement Plan in the asset neighbourhood

Marketwise Solutions LLC Savings and Retirement PlanMarketwise Solutions LLC Sav…$51MMidlantic Urology 401(k) Profit Sharing PlanMidlantic Urology 401(k) Pro…$51MAegis Aerospace, Inc. 401(k) PlanAegis Aerospace, Inc. 401(k)…$51MSouthern Air, Inc. Cash or Deferred Profit Sharing PlanSouthern Air, Inc. Cash or D…$51MCem Corporation Salary Reduction Profit Sharing PlanCem Corporation Salary Reduc…$51M
End-of-year total assets ($M) among Marketwise Solutions LLC Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$51M
Net Income-$5M
Employer EIN352622970
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marketwise Solutions LLC)

Sponsor-wide plan assets over time

All Marketwise Solutions LLC plans reported in each filing year

Latest sponsor-wide plan assets
$77M 49.44728183676645% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $51.3M $76.7M ▲ +49.4%
Year Plans Participants Total Assets
2022 1 739 $51M
2023 1 719 $68M
2024 1 574 $77M

Nearby 401(k) Plans in Maryland

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

Marketwise Solutions LLC Savings and Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -1001020304050 Total assets ($B) Participants Marketwise Solutions LLC Savings and Retirement Plan, Total assets ($B): 0.051336652 · Participants: 739Marketwise Solutions LLC Savings and Retirement PlanLockheed 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
Marketwise Solutions LLC Savings and Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Marketwise Solutions LLC Savings and Retirement Plan side-by-side with 3 peers →

Marketwise Solutions LLC Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Midlantic Urology 401(k) Profit Sharing Plan in PA ($51M); by covered participants it is Fareva US Savings Plan 001 in VA (739 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (739 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 Marketwise Solutions LLC Savings and Retirement Plan assets move in 2022? ▼
Marketwise Solutions LLC Savings and Retirement Plan pulled back noticeably - down 9.4% during 2022, from $57M to $51M. Reported net income was -$5M.
How have Marketwise Solutions LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marketwise Solutions LLC's sponsor-wide assets grew 49.4%, from $51M to $77M.
Where does Marketwise Solutions LLC Savings and Retirement Plan rank by assets among Form 5500 filers? ▼
Marketwise Solutions LLC Savings and Retirement Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Marketwise Solutions LLC Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Midlantic Urology 401(k) Profit Sharing Plan in PA ($51M, 362 participants).
Which 401(k) plans cover a similar participant headcount to Marketwise Solutions LLC Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fareva US Savings Plan 001 in VA (739 participants, $29M 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 352622970.

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.