401(k) · DOL Form 5500 · 2023

Marts & Lundy Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
35
Participants Small participant base
64th
Percentile by assets National rank
$365,193
Avg per participant High balance/head
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Official DOL plan name: Marts & Lundy Inc. 401(k) Salary Savings Plan · Sponsored by Marts & Lundy Inc. · New Jersey · Professional & Technical Services

$13M in assets, 35 participants

Marts & Lundy Inc.'s Marts & Lundy Inc. 401(k) Salary Savings Plan reported $13M in total assets and 35 participants in its 2023 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.

  • #12,805 in Professional & Technical Services (20,321 peers)

Marts & Lundy Inc. multi-year trail

Marts & Lundy Inc.'s plans moved +40.6% in assets from 2022 to 2024; this filing shows Marts & Lundy Inc. 401(k) Salary Savings Plan at $13M / 35 participants.

#12,805
in Professional & Technical Services (20,321 peers)
+21.7%
assets growth YoY

Marts & Lundy Inc. 401(k) Salary Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Marts & Lundy Inc. 401(k) Salary Savings Plan vs every filed plan by assets

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

$12,781,749 Top 36% higher than 64% 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

Marts & Lundy Inc. 401(k) Salary Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marts & Lundy Inc. 401(k) Salary Savings Plan is a small filing (35 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Marts & Lundy Inc. 401(k) Salary Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Marts & Lundy Inc. 401(k) Salary Savings Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Marts & Lundy Inc. 401(k) Salary Savings Plan reported participants fell from 41 in the plan year 2022 filing to 35 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 222328092 · Marts & Lundy Inc. PY 2023 · 401(k)

Marts & Lundy Inc. 401(k) Salary Savings Plan · $13M · 35 · 64th

  • TYPE $13M
  • TYPE 35
  • TYPE 64th
  • TYPE 401(k)
  • TYPE near Kennedy Mechanical Plumbing & Heating, Inc.401(k) Savings Plan
  • TYPE ind #12805

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 New Jersey →

Marts & Lundy Inc. 401(k) Salary Savings Plan in the asset neighbourhood

Marts & Lundy Inc. 401(k) Salary Savings PlanMarts & Lundy Inc. 401(k) Sa…$13MKennedy Mechanical Plumbing & Heating, Inc.401(k) Savings PlanKennedy Mechanical Plumbing …$13MR. H. Foster Energy, LLC Retirement PlanR. H. Foster Energy, LLC Ret…$13MArc 401(k) Employee Retirement PlanArc 401(k) Employee Retireme…$13MAv Squad, LP 401(k) Plan$13M
End-of-year total assets ($M) among Marts & Lundy Inc. 401(k) Salary Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Marts & Lundy Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Marts & Lundy Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 40.63385724426777% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $14.3M $20.1M ▲ +40.6%
Year Plans Participants Total Assets
2022 2 90 $14M
2023 2 77 $18M
2024 2 68 $20M

Marts & Lundy Inc. filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN222328092
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Marts & Lundy Inc. 401(k) Salary Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Marts & Lundy Inc. 401(k) Salary Savings Plan, Total assets ($B): 0.012781749 · Participants: 35Marts & Lundy Inc. 401(k) Salary Savings PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Marts & Lundy Inc. 401(k) Salary Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Marts & Lundy Inc. 401(k) Salary Savings Plan side-by-side with 3 peers →

Marts & Lundy Inc. 401(k) Salary Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Kennedy Mechanical Plumbing & Heating, Inc.401(k) Savings Plan in NY ($13M); by covered participants it is Little - Morris, LLP Profit Sharing Plan in ID (35 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (35 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 Marts & Lundy Inc. 401(k) Salary Savings Plan assets move in 2023? ▼
Marts & Lundy Inc. 401(k) Salary Savings Plan grew sharply - up 21.7% during 2023, from $11M to $13M. Reported net income was $2M.
How have Marts & Lundy Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marts & Lundy Inc.'s sponsor-wide assets grew 40.6%, from $14M to $20M.
Which 401(k) plans are similar in size to Marts & Lundy Inc. 401(k) Salary Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kennedy Mechanical Plumbing & Heating, Inc.401(k) Savings Plan in NY ($13M, 220 participants).
Which 401(k) plans cover a similar participant headcount to Marts & Lundy Inc. 401(k) Salary Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Little - Morris, LLP Profit Sharing Plan in ID (35 participants, $12M 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 222328092.

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.