401(k) · DOL Form 5500 · 2022

Marlette Funding, LLC 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
404
Participants Below avg headcount
81st
Percentile by assets National rank
$63,291
Avg per participant Low balance/head
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Official DOL plan name: Marlette Funding, LLC 401(k) Plan · Sponsored by Marlette Funding, LLC · Delaware · Finance & Insurance

$26M in assets, 404 participants

Marlette Funding, LLC's Marlette Funding, LLC 401(k) Plan reported $26M in total assets and 404 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,397 in Finance & Insurance (9,261 peers)

Where Marlette Funding, LLC 401(k) Plan sits by assets

Marlette Funding, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $26M for 404 participants (~$63,291/participant), up 21.7% in 2022.

#6,397
in Finance & Insurance (9,261 peers)
+21.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Marlette Funding, LLC 401(k) Plan's outsized position by total assets

Marlette Funding, LLC 401(k) Plan vs every filed plan by assets

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

$25,569,735 Top 19% higher than 81% 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

Marlette Funding, LLC 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. Marlette Funding, LLC 401(k) Plan sits mid-pack in the medium band (404 participants).

Form 5500 schedule snapshot

Filing strip 463428783 · Marlette Funding, LLC PY 2022 · 401(k)

Marlette Funding, LLC 401(k) Plan · $26M · 404 · 81st

  • EIN $26M
  • RANK 404
  • PHOTO 81st
  • IND 401(k)
  • EOY near Ocv!Be Sports & Entertainment 401(k) Savings Plan
  • 5500 ind #6397

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 Delaware →

Marlette Funding, LLC 401(k) Plan in the asset neighbourhood

Marlette Funding, LLC 401(k) PlanMarlette Funding, LLC 401(k)…$26MOcv!Be Sports & Entertainment 401(k) Savings PlanOcv!Be Sports & Entertainmen…$26MKaspersky Lab, Inc. 401(k) PlanKaspersky Lab, Inc. 401(k) P…$26MPccw Global, Inc. 401(k) Plan$26MJacobus Energy Retirement PlanJacobus Energy Retirement Pl…$26M
End-of-year total assets ($M) among Marlette Funding, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$26M
Net Income$5M
Employer EIN463428783
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marlette Funding, LLC)

Sponsor-wide plan assets over time

All Marlette Funding, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$41M 58.88190080968771% vs 2022
2023 filing year
$20M$25M$30M$35M$40M$45M 20222023 $25.6M $40.6M ▲ +58.9%
Year Plans Participants Total Assets
2022 1 404 $26M
2023 1 683 $41M

Nearby 401(k) Plans in Delaware

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

Marlette Funding, LLC 401(k) Plan vs. nearby 401(k) plans in Delaware, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -202468 Total assets ($B) Participants Marlette Funding, LLC 401(k) Plan, Total assets ($B): 0.025569735 · Participants: 404Marlette Funding, LLC 401(k) PlanRetirement Savings Plan, Total assets ($B): 6.556844337 · Participants: 9866Retirement Savings PlanAstrazeneca Savings and Security Plan, Total assets ($B): 6.080434696 · Participants: 13301Astrazeneca Savings and Security PlanDupont Retirement Savings Plan, Total assets ($B): 2.963536374 · Participants: 11033Dupont Retirement Savings PlanWl Gore & Associates, Inc. 401(k) Plan, Total assets ($B): 1.437172534 · Participants: 7952Wl Gore & Associates, Inc. 401(k) PlanAshland Employee Savings Plan, Total assets ($B): 1.201689819 · Participants: 1887Ashland Employee Savings Plan
Marlette Funding, LLC 401(k) Plan vs. nearby 401(k) plans in Delaware, assets vs. participants
Compare Marlette Funding, LLC 401(k) Plan side-by-side with 3 peers →

Marlette Funding, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Delaware, the nearest 401(k) by assets is Ocv!Be Sports & Entertainment 401(k) Savings Plan in CA ($26M); by covered participants it is Dmc Global Inc. 401(k) Plan in CO (404 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (404 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 Marlette Funding, LLC 401(k) Plan assets move in 2022? ▼
Marlette Funding, LLC 401(k) Plan grew sharply - up 21.7% during 2022, from $21M to $26M. Reported net income was $5M.
How have Marlette Funding, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Marlette Funding, LLC's sponsor-wide assets grew 58.9%, from $26M to $41M.
Where does Marlette Funding, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Marlette Funding, LLC 401(k) Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Marlette Funding, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ocv!Be Sports & Entertainment 401(k) Savings Plan in CA ($26M, 393 participants).
Which 401(k) plans cover a similar participant headcount to Marlette Funding, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dmc Global Inc. 401(k) Plan in CO (404 participants, $42M 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 463428783.

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.