401(k) · DOL Form 5500 · 2022

Marathon Asset Management, LP 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
114
Participants Small participant base
80th
Percentile by assets National rank
$212,104
Avg per participant Above avg balance/head
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Official DOL plan name: Marathon Asset Management, LP 401(k) Plan · Sponsored by Marathon Asset Management, LP · New York · Finance & Insurance

$24M in assets, 114 participants

Marathon Asset Management, LP's Marathon Asset Management, LP 401(k) Plan reported $24M in total assets and 114 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,287 in Finance & Insurance (9,261 peers)

Coverage in New York

Marathon Asset Management, LP 401(k) Plan covers 114 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $24M.

#6,287
in Finance & Insurance (9,261 peers)
-15.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Marathon Asset Management, LP 401(k) Plan's outsized position by total assets

Marathon Asset Management, LP 401(k) Plan vs every filed plan by assets

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

$24,179,892 Top 20% higher than 80% 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

Marathon Asset Management, LP 401(k) Plan 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. Marathon Asset Management, LP 401(k) Plan sits mid-pack in the medium band (114 participants).

Published 5500 schedule card

Filing strip 133979511 · Marathon Asset Management, LP PY 2022 · 401(k)

Marathon Asset Management, LP 401(k) Plan · $24M · 114 · 80th

  • PHOTO $24M
  • IND 114
  • EOY 80th
  • 5500 401(k)
  • ASSETS near The Citizens Bank Profit Sharing and Savings Plan and Trust
  • PCT ind #6287

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 Finance & Insurance retirement plans → · Plans in New York →

Marathon Asset Management, LP 401(k) Plan in the asset neighbourhood

Marathon Asset Management, LP 401(k) PlanMarathon Asset Management, L…$24MThe Citizens Bank Profit Sharing and Savings Plan and TrustThe Citizens Bank Profit Sha…$24MBurch, Porter & Johnson Self Employed Retirement PlanBurch, Porter & Johnson Self…$24MSpins 401(k) Plan$24MProfit Sharing Plan of Bfs, Inc.Profit Sharing Plan of Bfs, …$24M
End-of-year total assets ($M) among Marathon Asset Management, LP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$24M
Net Income-$4M
Employer EIN133979511
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marathon Asset Management, LP)

Sponsor-wide plan assets over time

All Marathon Asset Management, LP plans reported in each filing year

Latest sponsor-wide plan assets
$38M 56.64832580724513% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $24.2M $37.9M ▲ +56.7%
Year Plans Participants Total Assets
2022 1 114 $24M
2023 1 145 $31M
2024 1 163 $38M

Nearby 401(k) Plans in New York

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

Marathon Asset Management, LP 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Marathon Asset Management, LP 401(k) Plan, Total assets ($B): 0.024179892 · Participants: 114Marathon Asset Management, LP 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Marathon Asset Management, LP 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Marathon Asset Management, LP 401(k) Plan side-by-side with 3 peers →

Marathon Asset Management, LP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is The Citizens Bank Profit Sharing and Savings Plan and Trust in MS ($24M); by covered participants it is Blue Ocean Realty, LLC Retirement Plan in MD (114 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (114 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 Marathon Asset Management, LP 401(k) Plan assets move in 2022? ▼
Marathon Asset Management, LP 401(k) Plan declined sharply - down 15.5% during 2022, from $29M to $24M. Reported net income was -$4M.
How have Marathon Asset Management, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marathon Asset Management, LP's sponsor-wide assets grew 56.6%, from $24M to $38M.
Where does Marathon Asset Management, LP 401(k) Plan rank by assets among Form 5500 filers? ▼
Marathon Asset Management, LP 401(k) Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Marathon Asset Management, LP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Citizens Bank Profit Sharing and Savings Plan and Trust in MS ($24M, 274 participants).
Which 401(k) plans cover a similar participant headcount to Marathon Asset Management, LP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Blue Ocean Realty, LLC Retirement Plan in MD (114 participants, $288K 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 133979511.

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.