Profit Sharing ยท DOL Form 5500 ยท 2022
Marquette University High School 401(k) Plan
ERISA Form 5500 plan record drawn from DOL EBSA, verify with linked source filings below.
- $33M
- Total assets
- 138
- Participants
- 74th
- Percentile by assets
Sponsored by Marquette University High School ยท Wisconsin ยท Other Services
What the 2022 filing shows
Marquette University High School 401(k) Plan holds $33M for 138 participants - about $241,365 per participant, above the median plan by assets, up 7.0% over the 2022 plan year.
- $33M
- total plan assets (2022 EOY)
- 138
- covered participants
- 74th
- percentile by assets (of 84,055 plans)
- $241,365
- avg assets per participant
What the Filing Says About Marquette University High School 401(k) Plan
Marquette University High School 401(k) Plan is a Profit Sharing retirement plan sponsored by Marquette University High School, headquartered in Wisconsin. As of the 2022 Form 5500 filing, the plan reports $33M in total end-of-year assets and covers 138 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 390806826, and the plan has been effective since 1984-09-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $31M at the beginning of 2022 to $33M at year-end - a gain of 7.0%. Net assets (after liabilities) closed the year at $33M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $31M |
| Total Assets (End of Year) | $33M |
| Net Assets (End of Year) | $33M |
| Net Income | $2M |
| Plan Type | Profit Sharing |
| Employer EIN | 390806826 |
| Plan Effective Date | 1984-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Marquette University High School)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 138 | $33M |
| 2023 | 1 | 133 | $35M |
Nearby Profit Sharing Plans in Wisconsin
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Medical College of Wisconsin, Inc. Retirement Plan $2.3B ยท 6,591
- Cnh Industrial U.S. Retirement Savings Plan $2.1B ยท 9,906
- American Family 401(k) Plan $2.0B ยท 13,277
- Froedtert Health, Inc. 403(b) Plan $1.9B ยท 15,352
- University of Wisconsin Medical Foundation Physicians Retirement Plan $1.3B ยท 1,636
Related Data
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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 390806826.
Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology - how this data is sourced, computed, and verified.