401(k) · DOL Form 5500 · 2022

Marquette Management, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
188
Participants Below avg headcount
64th
Percentile by assets National rank
$50,951
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Marquette Management Employees' 401(k) Retirement Plan · Sponsored by Marquette Management, Inc. · Illinois · Real Estate

$10M in assets, 188 participants

Marquette Management, Inc.'s Marquette Management Employees' 401(k) Retirement Plan reported $10M in total assets and 188 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,025 in Real Estate (5,057 peers)

Coverage in Illinois

Marquette Management Employees' 401(k) Retirement Plan covers 188 participants in Illinois, about 24% of the average Illinois filer (state average ~779 per filing). Assets: $10M.

#4,025
in Real Estate (5,057 peers)
-9.2%
assets change YoY

The plan reported a net loss of $974K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Marquette Management Employees' 401(k) Retirement Plan's mid-pack asset rank among Real Estate and all filers

Marquette Management Employees' 401(k) Retirement Plan vs every filed plan by assets

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

$9,578,711 Top 36% higher than 64% 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

Marquette Management Employees' 401(k) 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 Management Employees' 401(k) Retirement Plan sits mid-pack in the medium band (188 participants).

Form 5500 schedule snapshot

Filing strip 363743825 · Marquette Management, Inc. PY 2022 · 401(k)

Marquette Management Employees' 401(k) Retirement Plan · $10M · 188 · 64th

  • BOY $10M
  • BOY 188
  • BOY 64th
  • BOY 401(k)
  • BOY near Coulson Oil Company, Inc. Profit Sharing Plan and Trust
  • BOY ind #4025

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 Real Estate retirement plans → · Plans in Illinois →

Marquette Management Employees' 401(k) Retirement Plan in the asset neighbourhood

Marquette Management Employees' 401(k) Retirement PlanMarquette Management Employe…$10MCoulson Oil Company, Inc. Profit Sharing Plan and TrustCoulson Oil Company, Inc. Pr…$10MMilhaus, LLC Employees Savings TrustMilhaus, LLC Employees Savin…$10MRegional International 401(k) PlanRegional International 401(k…$10MFriday Health Plan Management Services Company, Inc. Retirement Savings PlanFriday Health Plan Managemen…$10M
End-of-year total assets ($M) among Marquette Management Employees' 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$10M
Net Income-$974K
Employer EIN363743825
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marquette Management, Inc.)

Sponsor-wide plan assets over time

All Marquette Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 47.87171259264425% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.58M $14.2M ▲ +47.8%
Year Plans Participants Total Assets
2022 1 188 $10M
2023 1 261 $12M
2024 1 276 $14M

Nearby 401(k) Plans in Illinois

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

Marquette Management Employees' 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Marquette Management Employees' 401(k) Retirement Plan, Total assets ($B): 0.009578711 · Participants: 188Marquette Management Employees' 401(k) Retirement PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Marquette Management Employees' 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Marquette Management Employees' 401(k) Retirement Plan side-by-side with 3 peers →

Marquette Management Employees' 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Coulson Oil Company, Inc. Profit Sharing Plan and Trust in AR ($10M); by covered participants it is Mammoth Tech 401(k) Profit Sharing Plan in OH (188 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (188 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 Marquette Management Employees' 401(k) Retirement Plan assets move in 2022? ▼
Marquette Management Employees' 401(k) Retirement Plan pulled back noticeably - down 9.2% during 2022, from $11M to $10M. Reported net income was -$974K.
How have Marquette Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marquette Management, Inc.'s sponsor-wide assets grew 47.9%, from $10M to $14M.
Which 401(k) plans are similar in size to Marquette Management Employees' 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Coulson Oil Company, Inc. Profit Sharing Plan and Trust in AR ($10M, 88 participants).
Which 401(k) plans cover a similar participant headcount to Marquette Management Employees' 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mammoth Tech 401(k) Profit Sharing Plan in OH (188 participants, N/A 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 363743825.

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.