401(k) ยท DOL Form 5500 ยท 2022

Markesan Resident Home, Inc. Employees 401(k) Retirement Savings Plan

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

$1M
Total assets
117
Participants
8th
Percentile by assets

Sponsored by Markesan Resident Home, Inc. ยท Wisconsin ยท Healthcare & Social Assistance

What the 2022 filing shows

Markesan Resident Home, Inc. Employees 401(k) Retirement Savings Plan holds $1M for 117 participants - about $12,128 per participant, among the smaller plans by assets on file, down 14.0% over the 2022 plan year.

$1M
total plan assets (2022 EOY)
117
covered participants
8th
percentile by assets (of 84,055 plans)
$12,128
avg assets per participant

The plan reported a net loss of $230K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$1M
Participants
117
State
Industry
Healthcare & Social Assistance

What the Filing Says About Markesan Resident Home, Inc. Employees 401(k) Retirement Savings Plan

Markesan Resident Home, Inc. Employees 401(k) Retirement Savings Plan is a 401(k) retirement plan sponsored by Markesan Resident Home, Inc., headquartered in Wisconsin. As of the 2022 Form 5500 filing, the plan reports $1M in total end-of-year assets and covers 117 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 391526581, and the plan has been effective since 2001-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $2M at the beginning of 2022 to $1M at year-end - a decline of 14.0%. Net assets (after liabilities) closed the year at $1M, with reported net income of $-230,421 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)$2M
Total Assets (End of Year)$1M
Net Assets (End of Year)$1M
Net Income$-230,421
Plan Type401(k)
Employer EIN391526581
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Frequently Asked Questions

How much money is in the Markesan Resident Home, Inc. Employees 401(k) Retirement Savings Plan?
As of the 2022 Form 5500 filing, Markesan Resident Home, Inc. Employees 401(k) Retirement Savings Plan holds $1M in total assets with 117 participants. It is sponsored by Markesan Resident Home, Inc..
What type of plan is Markesan Resident Home, Inc. Employees 401(k) Retirement Savings Plan?
Markesan Resident Home, Inc. Employees 401(k) Retirement Savings Plan is a 401(k) plan. It has been effective since 2001-01-01. The plan is filed with the U.S. Department of Labor under EIN 391526581.
Who sponsors the Markesan Resident Home, Inc. Employees 401(k) Retirement Savings Plan?
Markesan Resident Home, Inc. Employees 401(k) Retirement Savings Plan is sponsored by Markesan Resident Home, Inc., located in Wisconsin. The sponsor's EIN is 391526581 and the plan operates in the Healthcare & Social Assistance industry.
How did Markesan Resident Home, Inc. Employees 401(k) Retirement Savings Plan perform in 2022?
Markesan Resident Home, Inc. Employees 401(k) Retirement Savings Plan declined by 14.0% during 2022, moving from $2M to $1M in total assets. Net income was $-230,421.
Where can I find official filings for Markesan Resident Home, Inc. Employees 401(k) Retirement Savings Plan?
Official Form 5500 filings for Markesan Resident Home, Inc. Employees 401(k) Retirement Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 391526581 or plan name at efast.dol.gov.
How does Markesan Resident Home, Inc. Employees 401(k) Retirement Savings Plan compare to other plans?
You can compare Markesan Resident Home, Inc. Employees 401(k) Retirement Savings Plan against other 401(k) plans on the plan type page, or view plans in Wisconsin 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 391526581.

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.