Other · DOL Form 5500 · 2022
Markey's Audio/Visual Employee Stock Ownership Plan
ERISA Form 5500 plan record drawn from DOL EBSA, verify with linked source filings below.
- $43M
- Total assets
- 153
- Participants
- 78th
- Percentile by assets
Sponsored by Markey's Audio Visual Inc. · Indiana · Construction
What the 2022 filing shows
Markey's Audio/Visual Employee Stock Ownership Plan holds $43M for 153 participants - about $279,704 per participant, in the top quartile of all filed plans by assets, up 38.5% over the 2022 plan year.
- $43M
- total plan assets (2022 EOY)
- 153
- covered participants
- 78th
- percentile by assets (of 84,055 plans)
- $279,704
- avg assets per participant
What the Filing Says About Markey's Audio/Visual Employee Stock Ownership Plan
Markey's Audio/Visual Employee Stock Ownership Plan is a Other retirement plan sponsored by Markey's Audio Visual Inc., headquartered in Indiana. As of the 2022 Form 5500 filing, the plan reports $43M in total end-of-year assets and covers 153 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 351467871, and the plan has been effective since 2012-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $31M at the beginning of 2022 to $43M at year-end - a gain of 38.5%. Net assets (after liabilities) closed the year at $40M, with reported net income of $12M 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) | $31M |
| Total Assets (End of Year) | $43M |
| Net Assets (End of Year) | $40M |
| Net Income | $12M |
| Plan Type | Other |
| Employer EIN | 351467871 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Markey's Audio Visual Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 339 | $59M |
| 2023 | 2 | 504 | $83M |
| 2024 | 2 | 567 | $106M |
Nearby Other Plans in Indiana
Peer Other plans, same state, same plan type, ranked by total assets.
- Jasper Holdings, Inc Employee Stock Ownership Plan and Trust $1.9B · 3,535
- Indiana Laborers Pension Fund $1.7B · 10,800
- National Basketball Association Players' Pension Plan $610M · 435
- Teamsters Union No. 142 Pension Fund $603M · 1,982
- Employees' Retirement Plan of Indianapolis Power & Light Company $589M · 737
Related Data
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Frequently Asked Questions
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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 351467871.
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.