Profit Sharing · DOL Form 5500 · 2022
MARKLUND Profit Sharing Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 496
- Participants Below avg headcount
- 69th
- Percentile by assets National rank
- $25,068
- Avg per participant Low balance/head
Official DOL plan name: Marklund Employee Retirement Savings Plan · Sponsored by MARKLUND · Illinois · Healthcare & Social Assistance
$12M in assets, 496 participants
MARKLUND's Marklund Employee Retirement Savings Plan reported $12M in total assets and 496 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.
- #14,877 in Healthcare & Social Assistance (20,060 peers)
MARKLUND multi-year trail
MARKLUND's plans moved +47.5% in assets from 2022 to 2024; this filing shows Marklund Employee Retirement Savings Plan at $12M / 496 participants.
- #14,877
- in Healthcare & Social Assistance (20,060 peers)
- -7.1%
- assets change YoY
The plan reported a net loss of $954K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Marklund Employee Retirement Savings Plan's outsized position by total assets
Marklund Employee Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$12,433,508 Top 31% higher than 69% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Marklund Employee Retirement Savings 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. Marklund Employee Retirement Savings Plan sits mid-pack in the medium band (496 participants).
DOL schedule card
Filing strip 362652532 · MARKLUND PY 2022 · Profit Sharing
Marklund Employee Retirement Savings Plan · $12M · 496 · 69th
- EOY $12M
- EOY 496
- EOY 69th
- EOY Profit Sharing
- EOY near North Jersey Elks Developmental Disabilities Agency Employees' Retirement Plan
- EOY ind #14877
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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →
Marklund Employee Retirement Savings Plan in the asset neighbourhood
MARKLUND multi-year asset trail
Sponsor-wide plan assets over time
All MARKLUND plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 47.52411789174865% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 496 | $12M |
| 2023 | 1 | 458 | $15M |
| 2024 | 1 | 540 | $18M |
MARKLUND filing trail (2022)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$954K |
| Employer EIN | 362652532 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Illinois
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- W. W. Grainger, Inc. Retirement Savings Plan $3.0B · 17,181
- Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 $2.9B · 21,985
- Mcmaster-Carr Supply Company Profit Sharing Trust $2.5B · 4,327
- Mid-America Carpenters Regional Council Supplemental Retirement Plan $1.4B · 16,140
- Accenture United States Discretionary Profit Sharing Plan $893M · 10,992
Marklund Employee Retirement Savings Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Illinois, the nearest Profit Sharing by assets is North Jersey Elks Developmental Disabilities Agency Employees' Retirement Plan in NJ ($12M); by covered participants it is Hillcrest Educational Foundation, Inc. 403(b) Plan in MA (496 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (496 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.