401(k) ยท DOL Form 5500 ยท 2022
Medly Health Inc. 401(k) Plan
ERISA Form 5500 plan record drawn from DOL EBSA, verify with linked source filings below.
- $8M
- Total assets
- 1,265
- Participants
- 40th
- Percentile by assets
Sponsored by Marg Pharmacy Inc. ยท Delaware ยท Retail Trade
What the 2022 filing shows
Medly Health Inc. 401(k) Plan holds $8M for 1,265 participants - about $6,501 per participant, in the lower half of filed plans by assets, up 27.2% over the 2022 plan year.
- $8M
- total plan assets (2022 EOY)
- 1,265
- covered participants
- 40th
- percentile by assets (of 84,055 plans)
- $6,501
- avg assets per participant
What the Filing Says About Medly Health Inc. 401(k) Plan
Medly Health Inc. 401(k) Plan is a 401(k) retirement plan sponsored by Marg Pharmacy Inc., headquartered in Delaware. As of the 2022 Form 5500 filing, the plan reports $8M in total end-of-year assets and covers 1,265 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 223315838, and the plan has been effective since 2019-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $6M at the beginning of 2022 to $8M at year-end - a gain of 27.2%. Net assets (after liabilities) closed the year at $8M, with reported net income of $2M 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 1 prior plan-year filing 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) | $6M |
| Total Assets (End of Year) | $8M |
| Net Assets (End of Year) | $8M |
| Net Income | $2M |
| Plan Type | 401(k) |
| Employer EIN | 223315838 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Marg Pharmacy Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,265 | $8M |
| 2023 | 1 | 85 | N/A |
Nearby 401(k) Plans in Delaware
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Astrazeneca Savings and Security Plan $7.6B ยท 13,734
- Retirement Savings Plan $6.8B ยท 9,968
- Dupont Retirement Savings Plan $3.2B ยท 9,918
- Wl Gore & Associates, Inc. 401(k) Plan $1.8B ยท 8,557
- Ashland Employee Savings Plan $1.3B ยท 1,647
Related Data
Guides
Frequently Asked Questions
How much money is in the Medly Health Inc. 401(k) Plan? ▼
What type of plan is Medly Health Inc. 401(k) Plan? ▼
Who sponsors the Medly Health Inc. 401(k) Plan? ▼
How did Medly Health Inc. 401(k) Plan perform in 2022? ▼
Where can I find official filings for Medly Health Inc. 401(k) Plan? ▼
How does Medly Health Inc. 401(k) Plan compare to other plans? ▼
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 223315838.
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.