401(k) · DOL Form 5500 · 2022

Markley Lowell LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
139
Participants Small participant base
69th
Percentile by assets National rank
$89,780
Avg per participant Below avg balance/head
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Official DOL plan name: Markley Lowell LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Markley Lowell LLC · Massachusetts · Real Estate

$12M in assets, 139 participants

Markley Lowell LLC's Markley Lowell LLC 401(k) Profit Sharing Plan & Trust reported $12M in total assets and 139 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,230 in Real Estate (5,057 peers)

Coverage in Massachusetts

Markley Lowell LLC 401(k) Profit Sharing Plan & Trust covers 139 participants in Massachusetts, about 21% of the average Massachusetts filer (state average ~659 per filing). Assets: $12M.

#4,230
in Real Estate (5,057 peers)
-9.6%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Markley Lowell LLC 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Markley Lowell LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$12,479,477 Top 31% higher than 69% 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

Markley Lowell LLC 401(k) Profit Sharing Plan & Trust 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. Markley Lowell LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (139 participants).

Form 5500 schedule snapshot

Filing strip 383693466 · Markley Lowell LLC PY 2022 · 401(k)

Markley Lowell LLC 401(k) Profit Sharing Plan & Trust · $12M · 139 · 69th

  • EBSA $12M
  • EBSA 139
  • EBSA 69th
  • EBSA 401(k)
  • EBSA near Laufer Group International Ltd 401(k) Profit Sharing Plan and Trust
  • EBSA ind #4230

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 Real Estate retirement plans → · Plans in Massachusetts →

Markley Lowell LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Markley Lowell LLC 401(k) Profit Sharing Plan & TrustMarkley Lowell LLC 401(k) Pr…$12MLaufer Group International Ltd 401(k) Profit Sharing Plan and TrustLaufer Group International L…$12MVlp Law Group/Vlp Management Profit Sharing 401(k)PlanVlp Law Group/Vlp Management…$12MExpertvoice, Inc. 401(k) Profit Sharing Plan & TrustExpertvoice, Inc. 401(k) Pro…$12MV. Sattui Winery 401(k) Profit Sharing PlanV. Sattui Winery 401(k) Prof…$12M
End-of-year total assets ($M) among Markley Lowell LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$12M
Net Income-$1M
Employer EIN383693466
Plan Effective Date2008-10-04
Filing StatusFILING RECEIVED

Sponsor Plan History (Markley Lowell LLC)

Sponsor-wide plan assets over time

All Markley Lowell LLC plans reported in each filing year

Latest sponsor-wide plan assets
$17M 39.860644801060175% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $12.5M $17.5M ▲ +39.8%
Year Plans Participants Total Assets
2022 1 139 $12M
2023 1 168 $16M
2024 1 161 $17M

Nearby 401(k) Plans in Massachusetts

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

Markley Lowell LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Markley Lowell LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.012479477 · Participants: 139Markley Lowell LLC 401(k) Profit Sharing Plan & TrustFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Markley Lowell LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Markley Lowell LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Markley Lowell LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Laufer Group International Ltd 401(k) Profit Sharing Plan and Trust in NY ($12M); by covered participants it is Semper Valens Solutions, Inc. 401(k) Plan in TX (139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (139 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 Markley Lowell LLC 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Markley Lowell LLC 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 9.6% during 2022, from $14M to $12M. Reported net income was -$1M.
How have Markley Lowell LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Markley Lowell LLC's sponsor-wide assets grew 39.9%, from $12M to $17M.
Which 401(k) plans are similar in size to Markley Lowell LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Laufer Group International Ltd 401(k) Profit Sharing Plan and Trust in NY ($12M, 189 participants).
Which 401(k) plans cover a similar participant headcount to Markley Lowell LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Semper Valens Solutions, Inc. 401(k) Plan in TX (139 participants, $5M 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 383693466.

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.