Profit Sharing · DOL Form 5500 · 2022

Retirement Living, Inc. Dba Marquette Manor Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
263
Participants Below avg headcount
44th
Percentile by assets National rank
$13,548
Avg per participant Low balance/head
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Official DOL plan name: Retirement Living, Inc. Dba Marquette 403(b) Plan · Sponsored by Retirement Living, Inc. Dba Marquette Manor · Indiana · Healthcare & Social Assistance

$4M in assets, 263 participants

Retirement Living, Inc. Dba Marquette Manor's Retirement Living, Inc. Dba Marquette 403(b) Plan reported $4M in total assets and 263 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #9,669 in Healthcare & Social Assistance (20,060 peers)

Coverage in Indiana

Retirement Living, Inc. Dba Marquette 403(b) Plan covers 263 participants in Indiana, about 49% of the average Indiana filer (state average ~541 per filing). Assets: $4M.

#9,669
in Healthcare & Social Assistance (20,060 peers)
-13.9%
assets change YoY

The plan reported a net loss of $573K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Living, Inc. Dba Marquette 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Retirement Living, Inc. Dba Marquette 403(b) Plan vs every filed plan by assets

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

$3,563,222 44th percentile higher than 44% 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

Retirement Living, Inc. Dba Marquette 403(b) 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. Retirement Living, Inc. Dba Marquette 403(b) Plan sits mid-pack in the medium band (263 participants).

Form 5500 schedule snapshot

Filing strip 351393773 · Retirement Living, Inc. Dba Marquette Manor PY 2022 · Profit Sharing

Retirement Living, Inc. Dba Marquette 403(b) Plan · $4M · 263 · 44th

  • RANK $4M
  • PHOTO 263
  • IND 44th
  • EOY Profit Sharing
  • 5500 near Richard a Miller P-S Plan
  • ASSETS ind #9669

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 Indiana →

Retirement Living, Inc. Dba Marquette 403(b) Plan in the asset neighbourhood

Retirement Living, Inc. Dba Marquette 403(b) PlanRetirement Living, Inc. Dba …$4MRichard a Miller P-S Plan$4MDeer Point Cove Land Company Profit Sharing TrustDeer Point Cove Land Company…$4MAce Arthur C Madsen Md Profit Sharing PlanAce Arthur C Madsen Md Profi…$4MTbs II Profit Sharing Plan$4M
End-of-year total assets ($M) among Retirement Living, Inc. Dba Marquette 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$573K
Employer EIN351393773
Plan Effective Date1992-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Retirement Living, Inc. Dba Marquette Manor)

Sponsor-wide plan assets over time

All Retirement Living, Inc. Dba Marquette Manor plans reported in each filing year

Latest sponsor-wide plan assets
$4M 3.184337097155327% vs 2022
2024 filing year
$3.5M$3.55M$3.6M$3.65M$3.7M$3.75M 202220232024 $3.56M $3.68M ▲ +3.4%
Year Plans Participants Total Assets
2022 1 263 $4M
2023 1 253 $4M
2024 1 279 $4M

Nearby Profit Sharing Plans in Indiana

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Retirement Living, Inc. Dba Marquette 403(b) Plan vs. nearby Profit Sharing plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.522.5 Total assets ($B) Participants Retirement Living, Inc. Dba Marquette 403(b) Plan, Total assets ($B): 0.003563222 · Participants: 263Retirement Living, Inc. Dba Marquette 403(b) PlanUniversity of Notre Dame 403(b) Retirement Plan, Total assets ($B): 2.065754511 · Participants: 9221University of Notre Dame 403(b) Retirement PlanIndiana State Council of Plasterers & Cement Masons Pension Fund, Total assets ($B): 0.289783008 · Participants: 1035Indiana State Council of Plasterers & Cement Masons Pension FundI.B.E.W. Local Union 481 Defined Contribution Plan, Total assets ($B): 0.246324583 · Participants: 2730I.B.E.W. Local Union 481 Defined Contribution PlanCfni Retirement Plan, Total assets ($B): 0.173067443 · Participants: 6104Cfni Retirement PlanBricklayers of Indiana Retirement Plan, Total assets ($B): 0.14637494 · Participants: 1064Bricklayers of Indiana Retirement Plan
Retirement Living, Inc. Dba Marquette 403(b) Plan vs. nearby Profit Sharing plans in Indiana, assets vs. participants

Retirement Living, Inc. Dba Marquette 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Indiana, the nearest Profit Sharing by assets is Richard a Miller P-S Plan in MD ($4M); by covered participants it is Rochester Area Construction and Materials Teamsters Annuity Fund in NY (263 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (263 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 Retirement Living, Inc. Dba Marquette 403(b) Plan assets move in 2022?
Retirement Living, Inc. Dba Marquette 403(b) Plan pulled back noticeably - down 13.9% during 2022, from $4M to $4M. Reported net income was -$573K.
How have Retirement Living, Inc. Dba Marquette Manor plan assets changed over time?
Across 3 plan years on file (2022-2024), Retirement Living, Inc. Dba Marquette Manor's sponsor-wide assets grew 3.2%, from $4M to $4M.
Which Profit Sharing plans are similar in size to Retirement Living, Inc. Dba Marquette 403(b) Plan?
Among Profit Sharing plans in other states, the closest by assets is Richard a Miller P-S Plan in MD ($4M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Retirement Living, Inc. Dba Marquette 403(b) Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Rochester Area Construction and Materials Teamsters Annuity Fund in NY (263 participants, $8M in assets).