401(k) · DOL Form 5500 · 2022

Marketing Evolution Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
64
Participants Small participant base
52nd
Percentile by assets National rank
$83,918
Avg per participant Below avg balance/head
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Official DOL plan name: Marketing Evolution 401(k) Profit Sharing Plan & Trust · Sponsored by Marketing Evolution Inc. · New York · Professional & Technical Services

$5M in assets, 64 participants

Marketing Evolution Inc.'s Marketing Evolution 401(k) Profit Sharing Plan & Trust reported $5M in total assets and 64 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,759 in Professional & Technical Services (21,562 peers)

2022 asset change

Marketing Evolution 401(k) Profit Sharing Plan & Trust declined sharply 15.7% in 2022 ($6M → $5M) for 64 participants.

#10,759
in Professional & Technical Services (21,562 peers)
-15.7%
assets change YoY

The plan reported a net loss of $997K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Marketing Evolution 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Marketing Evolution 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$5,370,736 Top 48% higher than 52% 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

Marketing Evolution 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marketing Evolution 401(k) Profit Sharing Plan & Trust is a small filing (64 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 204580791 · Marketing Evolution Inc. PY 2022 · 401(k)

Marketing Evolution 401(k) Profit Sharing Plan & Trust · $5M · 64 · 52nd

  • BOOK $5M
  • BOOK 64
  • BOOK 52nd
  • BOOK 401(k)
  • BOOK near Corporate Interiors, Inc. 401(k) Plan
  • BOOK ind #10759

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 York →

Marketing Evolution 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Marketing Evolution 401(k) Profit Sharing Plan & TrustMarketing Evolution 401(k) P…$5MCorporate Interiors, Inc. 401(k) PlanCorporate Interiors, Inc. 40…$5MUSA Football 401(k) Plan$5MEvergreen Real Estate Services Retirement Savings PlanEvergreen Real Estate Servic…$5MMc2 Civil, Inc. 401(k) Plan$5M
End-of-year total assets ($M) among Marketing Evolution 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Marketing Evolution Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Marketing Evolution Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 3.537224693226403% vs 2022
2023 filing year
$5.3M$5.4M$5.5M$5.6M 20222023 $5.37M $5.56M ▲ +3.5%
Year Plans Participants Total Assets
2022 1 64 $5M
2023 1 28 $6M

2022 asset-move particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$997K
Employer EIN204580791
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Marketing Evolution 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Marketing Evolution 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.005370736 · Participants: 64Marketing Evolution 401(k) Profit Sharing Plan & TrustIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Marketing Evolution 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants

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

Outside New York, the nearest 401(k) by assets is Corporate Interiors, Inc. 401(k) Plan in DE ($5M); by covered participants it is Boise Floor Covering and Design Profit Sharing and 401(k) Plan in ID (64 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (64 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 Marketing Evolution 401(k) Profit Sharing Plan & Trust assets move in 2022?
Marketing Evolution 401(k) Profit Sharing Plan & Trust declined sharply - down 15.7% during 2022, from $6M to $5M. Reported net income was -$997K.
How have Marketing Evolution Inc. plan assets changed over time?
Across 2 plan years on file (2022-2023), Marketing Evolution Inc.'s sponsor-wide assets grew 3.5%, from $5M to $6M.
Which 401(k) plans are similar in size to Marketing Evolution 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Corporate Interiors, Inc. 401(k) Plan in DE ($5M, 128 participants).
Which 401(k) plans cover a similar participant headcount to Marketing Evolution 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Boise Floor Covering and Design Profit Sharing and 401(k) Plan in ID (64 participants, $4M in assets).