401(k) ยท DOL Form 5500 ยท 2022

Marley Lilly LLC 401(k) Plan

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

$1M
Total assets
210
Participants
8th
Percentile by assets

Sponsored by Marley Lilly, LLC ยท South Carolina ยท Manufacturing

What the 2022 filing shows

Marley Lilly LLC 401(k) Plan holds $1M for 210 participants - about $6,706 per participant, among the smaller plans by assets on file, down 3.7% over the 2022 plan year.

$1M
total plan assets (2022 EOY)
210
covered participants
8th
percentile by assets (of 84,055 plans)
$6,706
avg assets per participant

The plan reported a net loss of $54K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$1M
Participants
210
Industry
Manufacturing

What the Filing Says About Marley Lilly LLC 401(k) Plan

Marley Lilly LLC 401(k) Plan is a 401(k) retirement plan sponsored by Marley Lilly, LLC, headquartered in South Carolina. As of the 2022 Form 5500 filing, the plan reports $1M in total end-of-year assets and covers 210 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 263721519, and the plan has been effective since 2017-05-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $1M at the beginning of 2022 to $1M at year-end - a decline of 3.7%. Net assets (after liabilities) closed the year at $1M, with reported net income of $-53,864 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.

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)$1M
Total Assets (End of Year)$1M
Net Assets (End of Year)$1M
Net Income$-53,864
Plan Type401(k)
Employer EIN263721519
Plan Effective Date2017-05-01
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the Marley Lilly LLC 401(k) Plan?
As of the 2022 Form 5500 filing, Marley Lilly LLC 401(k) Plan holds $1M in total assets with 210 participants. It is sponsored by Marley Lilly, LLC.
What type of plan is Marley Lilly LLC 401(k) Plan?
Marley Lilly LLC 401(k) Plan is a 401(k) plan. It has been effective since 2017-05-01. The plan is filed with the U.S. Department of Labor under EIN 263721519.
Who sponsors the Marley Lilly LLC 401(k) Plan?
Marley Lilly LLC 401(k) Plan is sponsored by Marley Lilly, LLC, located in South Carolina. The sponsor's EIN is 263721519 and the plan operates in the Manufacturing industry.
How did Marley Lilly LLC 401(k) Plan perform in 2022?
Marley Lilly LLC 401(k) Plan declined by 3.7% during 2022, moving from $1M to $1M in total assets. Net income was $-53,864.
Where can I find official filings for Marley Lilly LLC 401(k) Plan?
Official Form 5500 filings for Marley Lilly LLC 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 263721519 or plan name at efast.dol.gov.
How does Marley Lilly LLC 401(k) Plan compare to other plans?
You can compare Marley Lilly LLC 401(k) Plan against other 401(k) plans on the plan type page, or view plans in South Carolina 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 263721519.

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.