401(k) · DOL Form 5500 · 2022

Marken LLP 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
557
Participants Below avg headcount
71st
Percentile by assets National rank
$25,139
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Marken 401(k) Plan · Sponsored by Marken LLP · North Carolina · Transportation & Warehousing

$14M in assets, 557 participants

Marken LLP's The Marken 401(k) Plan reported $14M in total assets and 557 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #2,826 in Transportation & Warehousing (3,876 peers)

Marken LLP multi-year trail

Marken LLP's plans moved +66.6% in assets from 2022 to 2024; this filing shows The Marken 401(k) Plan at $14M / 557 participants.

#2,826
in Transportation & Warehousing (3,876 peers)
-10.6%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Marken 401(k) Plan's outsized position by total assets

The Marken 401(k) Plan vs every filed plan by assets

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

$14,002,541 Top 29% higher than 71% 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

The Marken 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. The Marken 401(k) Plan sits mid-pack in the medium band (557 participants).

Plan-year Form 5500 strip

Filing strip 383855670 · Marken LLP PY 2022 · 401(k)

The Marken 401(k) Plan · $14M · 557 · 71st

  • PART $14M
  • TYPE 557
  • NET 71st
  • BOOK 401(k)
  • VS-ST near Gem City Bone & Joint, P.C. 401(k) Plan
  • BOY ind #2826

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 Transportation & Warehousing retirement plans → · Plans in North Carolina →

The Marken 401(k) Plan in the asset neighbourhood

The Marken 401(k) Plan$14MGem City Bone & Joint, P.C. 401(k) PlanGem City Bone & Joint, P.C. …$14MDynamix Group, Inc. 401(k) Profit Sharing PlanDynamix Group, Inc. 401(k) P…$14MVitalsmarts 401(k) Plan$14MLux Enterprises, Inc. Employees' Retirement PlanLux Enterprises, Inc. Employ…$14M
End-of-year total assets ($M) among The Marken 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Marken LLP multi-year asset trail

Sponsor-wide plan assets over time

All Marken LLP plans reported in each filing year

Latest sponsor-wide plan assets
$23M 66.56553978310079% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $14M $23.3M ▲ +66.6%
Year Plans Participants Total Assets
2022 1 557 $14M
2023 1 698 $19M
2024 1 771 $23M

Marken LLP filing trail (2022)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$14M
Net Income-$2M
Employer EIN383855670
Plan Effective Date2002-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

The Marken 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants The Marken 401(k) Plan, Total assets ($B): 0.014002541 · Participants: 557The Marken 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
The Marken 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

The Marken 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Gem City Bone & Joint, P.C. 401(k) Plan in WY ($14M); by covered participants it is Haile Gold Mine, Inc. 401(k) Profit Sharing Plan in SC (557 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (557 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 The Marken 401(k) Plan assets move in 2022?
The Marken 401(k) Plan pulled back noticeably - down 10.6% during 2022, from $16M to $14M. Reported net income was -$2M.
How have Marken LLP plan assets changed over time?
Across 3 plan years on file (2022-2024), Marken LLP's sponsor-wide assets grew 66.6%, from $14M to $23M.
Which 401(k) plans are similar in size to The Marken 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Gem City Bone & Joint, P.C. 401(k) Plan in WY ($14M, 132 participants).
Which 401(k) plans cover a similar participant headcount to The Marken 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Haile Gold Mine, Inc. 401(k) Profit Sharing Plan in SC (557 participants, $19M in assets).