401(k) · DOL Form 5500 · 2023

Marketfield Asset Management LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
7
Participants Small participant base
50th
Percentile by assets National rank
$943,140
Avg per participant High balance/head
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Official DOL plan name: Marketfield 401(k) & Profit Sharing Plan · Sponsored by Marketfield Asset Management LLC · New York · Finance & Insurance

$7M in assets, 7 participants

Marketfield Asset Management LLC's Marketfield 401(k) & Profit Sharing Plan reported $7M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #3,153 in Finance & Insurance (8,869 peers)

2023 asset change

Marketfield 401(k) & Profit Sharing Plan grew sharply 16.7% in 2023 ($6M → $7M) for 7 participants.

#3,153
in Finance & Insurance (8,869 peers)
+16.7%
assets growth YoY

Marketfield 401(k) & Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Marketfield 401(k) & Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$6,601,983 Top 50% higher than 50% of 127,068 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 2023

Marketfield 401(k) & Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marketfield 401(k) & Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Marketfield 401(k) & Profit Sharing Plan reported net income rose from -$677K in the plan year 2022 filing to $946K in the plan year 2023 filing.
  • Marketfield 401(k) & Profit Sharing Plan reported participants fell from 10 in the plan year 2022 filing to 7 in the plan year 2023 filing.
  • Marketfield 401(k) & Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 364735735 · Marketfield Asset Management LLC PY 2023 · 401(k)

Marketfield 401(k) & Profit Sharing Plan · $7M · 7 · 50th

  • EIN $7M
  • EIN 7
  • EIN 50th
  • EIN 401(k)
  • EIN near Capform, Inc. 401(k) Retirement Plan
  • EIN ind #3153

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 New York →

Marketfield 401(k) & Profit Sharing Plan in the asset neighbourhood

Marketfield 401(k) & Profit Sharing PlanMarketfield 401(k) & Profit …$7MCapform, Inc. 401(k) Retirement PlanCapform, Inc. 401(k) Retirem…$7MBarnallen Technologies, Inc. 401(k) Profit Sharing PlanBarnallen Technologies, Inc.…$7MHeck Capital Advisors, LLC 401(k) Profit Sharing PlanHeck Capital Advisors, LLC 4…$7MBoys & Girls Village Inc. Retirment PlanBoys & Girls Village Inc. Re…$7M
End-of-year total assets ($M) among Marketfield 401(k) & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Marketfield Asset Management LLC years around the 2023 move

Sponsor-wide plan assets over time

All Marketfield Asset Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $5.66M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 10 $6M
2023 1 7 $7M
2024 1 7 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$946K
Employer EIN364735735
Plan Effective Date2013-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Marketfield 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Marketfield 401(k) & Profit Sharing Plan, Total assets ($B): 0.006601983 · Participants: 7Marketfield 401(k) & Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Marketfield 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Marketfield 401(k) & Profit Sharing Plan side-by-side with 3 peers →

Marketfield 401(k) & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Capform, Inc. 401(k) Retirement Plan in TX ($7M); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Marketfield 401(k) & Profit Sharing Plan assets move in 2023? ▼
Marketfield 401(k) & Profit Sharing Plan grew sharply - up 16.7% during 2023, from $6M to $7M. Reported net income was $946K.
Which 401(k) plans are similar in size to Marketfield 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Capform, Inc. 401(k) Retirement Plan in TX ($7M, 695 participants).
Which 401(k) plans cover a similar participant headcount to Marketfield 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 364735735.

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.