401(k) · DOL Form 5500 · 2023

Marino & Simonetti 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
32nd
Percentile by assets National rank
$776,652
Avg per participant High balance/head
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Official DOL plan name: Marino & Simonetti 401(k) Plan and Trust · Sponsored by Marino & Simonetti · Illinois · Professional & Technical Services

$2M in assets, 3 participants

Marino & Simonetti's Marino & Simonetti 401(k) Plan and Trust reported $2M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,797 in Professional & Technical Services (20,321 peers)

Marino & Simonetti multi-year trail

Marino & Simonetti's plans moved +31.2% in assets from 2022 to 2023; this filing shows Marino & Simonetti 401(k) Plan and Trust at $2M / 3 participants.

#5,797
in Professional & Technical Services (20,321 peers)
+31.2%
assets growth YoY

Marino & Simonetti 401(k) Plan and Trust among the smaller filed plans by assets

Marino & Simonetti 401(k) Plan and Trust vs every filed plan by assets

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

$2,329,955 32nd percentile higher than 32% 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

Marino & Simonetti 401(k) Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marino & Simonetti 401(k) Plan and Trust is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Marino & Simonetti 401(k) Plan and Trust reported net income rose from -$479K in the plan year 2022 filing to $555K in the plan year 2023 filing.
  • Marino & Simonetti 401(k) Plan and Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 261237361 · Marino & Simonetti PY 2023 · 401(k)

Marino & Simonetti 401(k) Plan and Trust · $2M · 3 · 32nd

  • RANK $2M
  • RANK 3
  • RANK 32nd
  • RANK 401(k)
  • RANK near T.W. Ponessa & Associates Counseling Services, Inc. 401(k) Plan
  • RANK ind #5797

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 Professional & Technical Services retirement plans → · Plans in Illinois →

Marino & Simonetti 401(k) Plan and Trust in the asset neighbourhood

Marino & Simonetti 401(k) Plan and TrustMarino & Simonetti 401(k) Pl…$2MT.W. Ponessa & Associates Counseling Services, Inc. 401(k) PlanT.W. Ponessa & Associates Co…$2MSweet Suites Corporation 401(k) Profit Sharing PlanSweet Suites Corporation 401…$2MFibrix LLC 401(k) Plan$2MColorado Real Estate Journal, Inc. Profit Sharing Plan and TrustColorado Real Estate Journal…$2M
End-of-year total assets ($M) among Marino & Simonetti 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Marino & Simonetti multi-year asset trail

Sponsor-wide plan assets over time

All Marino & Simonetti plans reported in each filing year

Latest sponsor-wide plan assets
$2M 31.24000542994887% vs 2022
2023 filing year
$1.6M$1.8M$2M$2.2M$2.4M 20222023 $1.78M $2.33M ▲ +30.9%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 3 $2M

Marino & Simonetti filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$555K
Employer EIN261237361
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Marino & Simonetti 401(k) Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Marino & Simonetti 401(k) Plan and Trust, Total assets ($B): 0.002329955 · Participants: 3Marino & Simonetti 401(k) Plan and TrustAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Marino & Simonetti 401(k) Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Marino & Simonetti 401(k) Plan and Trust side-by-side with 3 peers →

Marino & Simonetti 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is T.W. Ponessa & Associates Counseling Services, Inc. 401(k) Plan in PA ($2M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Marino & Simonetti 401(k) Plan and Trust assets move in 2023? ▼
Marino & Simonetti 401(k) Plan and Trust surged - up 31.2% during 2023, from $2M to $2M. Reported net income was $555K.
How have Marino & Simonetti plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Marino & Simonetti's sponsor-wide assets grew 31.2%, from $2M to $2M.
Which 401(k) plans are similar in size to Marino & Simonetti 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is T.W. Ponessa & Associates Counseling Services, Inc. 401(k) Plan in PA ($2M, 278 participants).
Which 401(k) plans cover a similar participant headcount to Marino & Simonetti 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 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 261237361.

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.