401(k) · DOL Form 5500 · 2022
Marquette Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 130
- Participants Small participant base
- 82nd
- Percentile by assets National rank
- $212,808
- Avg per participant Above avg balance/head
Official DOL plan name: Marquette Associates, Inc. Employees' Savings & Retirement Plan · Sponsored by Marquette Associates, Inc. · Illinois · Finance & Insurance
$28M in assets, 130 participants
Marquette Associates, Inc.'s Marquette Associates, Inc. Employees' Savings & Retirement Plan reported $28M in total assets and 130 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.
- #6,537 in Finance & Insurance (9,261 peers)
Coverage in Illinois
Marquette Associates, Inc. Employees' Savings & Retirement Plan covers 130 participants in Illinois, about 17% of the average Illinois filer (state average ~779 per filing). Assets: $28M.
- #6,537
- in Finance & Insurance (9,261 peers)
- -10.2%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Marquette Associates, Inc. Employees' Savings & Retirement Plan's outsized position by total assets
Marquette Associates, Inc. Employees' Savings & Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$27,665,061 Top 18% higher than 82% 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
Marquette Associates, Inc. Employees' Savings & Retirement 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. Marquette Associates, Inc. Employees' Savings & Retirement Plan sits mid-pack in the medium band (130 participants).
Plan-year Form 5500 strip
Filing strip 363485298 · Marquette Associates, Inc. PY 2022 · 401(k)
Marquette Associates, Inc. Employees' Savings & Retirement Plan · $28M · 130 · 82nd
- 5500 $28M
- ASSETS 130
- PCT 82nd
- EIN 401(k)
- RANK near Associated Anesthesiologists Medical Group, P.C. 401 (K) Profit Sharing Plan
- PHOTO ind #6537
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 Illinois →
Marquette Associates, Inc. Employees' Savings & Retirement Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | -$3M |
| Employer EIN | 363485298 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Marquette Associates, Inc.)
Sponsor-wide plan assets over time
All Marquette Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $40M 46.2980146691164% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 130 | $28M |
| 2023 | 1 | 142 | $33M |
| 2024 | 1 | 133 | $40M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Marquette Associates, Inc. Employees' Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Associated Anesthesiologists Medical Group, P.C. 401 (K) Profit Sharing Plan in CA ($28M); by covered participants it is Dermarite Industries LLC 401(k) Plan in NJ (130 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
Similar participant headcount
Nearest other-state filings by covered participants (130 participants); asset peers above are excluded.
- Dermarite Industries LLC 401(k) Plan (NJ) 130 · 0 off
- Lessonly, Inc. 401(k) Plan (IN) 130 · 0 off
- Q Labs LLC 401(k) Profit Sharing Plan (OH) 130 · 0 off
- Pro Imaging Benefits 401(k) Plan (MO) 130 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.