401(k) · DOL Form 5500 · 2022
Marotta 401(k) Pooled Employer Plan C/O David John Marotta 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 27th
- Percentile by assets National rank
Official DOL plan name: Marotta 401(k) Pooled Employer Plan · Sponsored by Marotta 401(k) Pooled Employer Plan C/O David John Marotta · Virginia · Finance & Insurance
$1M in assets, N/A participants
Marotta 401(k) Pooled Employer Plan C/O David John Marotta's Marotta 401(k) Pooled Employer Plan reported $1M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.
- #1,647 in Finance & Insurance (9,261 peers)
What the 2022 filing shows
Marotta 401(k) Pooled Employer Plan holds $1M for N/A participants, in the lower half of filed plans by assets.
- #1,647
- in Finance & Insurance (9,261 peers)
- $90K
- reported net income
Marotta 401(k) Pooled Employer Plan among the smaller filed plans by assets
Marotta 401(k) Pooled Employer Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,174,326 27th percentile higher than 27% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Filed plans by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
Published 5500 schedule card
Filing strip 872927678 · Marotta 401(k) Pooled Employer Plan C/O David John Marotta PY 2022 · 401(k)
Marotta 401(k) Pooled Employer Plan · $1M · N/A · 27th
- BOOK $1M
- BOOK N/A
- BOOK 27th
- BOOK 401(k)
- BOOK near Service Minds, Inc. 401(k) Plan
- BOOK ind #1647
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 Finance & Insurance retirement plans → · Plans in Virginia →
Marotta 401(k) Pooled Employer Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $90K |
| Employer EIN | 872927678 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Marotta 401(k) Pooled Employer Plan C/O David John Marotta)
Sponsor-wide plan assets over time
All Marotta 401(k) Pooled Employer Plan C/O David John Marotta plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $1M |
| 2023 | 1 | 26 | $3M |
| 2024 | 1 | 31 | N/A |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $32.6B · 92,420
- 401(k) Pension Plan $13.0B · 61,481
- General Dynamics Corporation 401(k) Plan 6.0 $9.6B · 36,822
- Leidos, Inc. Retirement Plan $8.7B · 26,125
- Bae Systems Employees' Savings and Investment Plan $8.2B · 31,556
Marotta 401(k) Pooled Employer Plan's closest out-of-state 401(k) peers by assets
Outside Virginia, the nearest 401(k) by end-of-year assets is Service Minds, Inc. 401(k) Plan in FL at $1M (this filing: $1M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.