Profit Sharing · DOL Form 5500 · 2023
Marling & Associates Inc Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $527,622
- Avg per participant High balance/head
Official DOL plan name: Marling & Associates Inc Employees' Prft Sharing Pln & Trust · Sponsored by Marling & Associates Inc · Michigan · Wholesale Trade
$2M in assets, 3 participants
Marling & Associates Inc's Marling & Associates Inc Employees' Prft Sharing Pln & Trust reported $2M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.
- #1,090 in Wholesale Trade (6,309 peers)
Marling & Associates Inc multi-year trail
Marling & Associates Inc's plans moved +11.6% in assets from 2022 to 2024; this filing shows Marling & Associates Inc Employees' Prft Sharing Pln & Trust at $2M / 3 participants.
- #1,090
- in Wholesale Trade (6,309 peers)
- +2.8%
- assets growth YoY
Marling & Associates Inc Employees' Prft Sharing Pln & Trust among the smaller filed plans by assets
Marling & Associates Inc Employees' Prft Sharing Pln & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,582,866 28th percentile higher than 28% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Marling & Associates Inc Employees' Prft Sharing Pln & 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. Marling & Associates Inc Employees' Prft Sharing Pln & Trust is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Marling & Associates Inc Employees' Prft Sharing Pln & Trust reported net income rose from $548 in the plan year 2022 filing to $43K in the plan year 2023 filing.
- Marling & Associates Inc Employees' Prft Sharing Pln & Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 381842614 · Marling & Associates Inc PY 2023 · Profit Sharing
Marling & Associates Inc Employees' Prft Sharing Pln & Trust · $2M · 3 · 28th
- VS-ST $2M
- VS-ST 3
- VS-ST 28th
- VS-ST Profit Sharing
- VS-ST near Fidelity Retirement Plan--Inspe Associates Ltd Profit Sharing Plan
- VS-ST ind #1090
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 Wholesale Trade retirement plans → · Plans in Michigan →
Marling & Associates Inc Employees' Prft Sharing Pln & Trust in the asset neighbourhood
Marling & Associates Inc multi-year asset trail
Sponsor-wide plan assets over time
All Marling & Associates Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 11.635290153485977% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $2M |
| 2023 | 1 | 3 | $2M |
| 2024 | 1 | 3 | $2M |
Marling & Associates Inc filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $43K |
| Employer EIN | 381842614 |
| Plan Effective Date | 1968-02-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Michigan
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Henry Ford Health System Retirement Savings Plan $1.7B · 14,349
- Construction Industry Retirement Fund of Rockford $564M · 10,685
- Ohio Carpenters' Annuity Plan $410M · 9,314
- Hemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan $288M · 1,404
- NECA-IBEW Memphis Retirement Plan $213M · 2,389
Marling & Associates Inc Employees' Prft Sharing Pln & Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Michigan, the nearest Profit Sharing by assets is Fidelity Retirement Plan--Inspe Associates Ltd Profit Sharing Plan in IL ($2M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
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.