401(k) · DOL Form 5500 · 2023
Marx/Okubo Associates, Ltd. 401(k) Plan
Data updated 2026-08-25
- $33M
- Total assets Below avg plan size
- 240
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $137,932
- Avg per participant Near avg balance/head
Official DOL plan name: Marx/Okubo Associates, Ltd. 401(k) Profit Sharing Plan and Trust · Sponsored by Marx/Okubo Associates, Ltd. · Colorado · Professional & Technical Services
$33M in assets, 240 participants
Marx/Okubo Associates, Ltd.'s Marx/Okubo Associates, Ltd. 401(k) Profit Sharing Plan and Trust reported $33M in total assets and 240 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.
- #16,489 in Professional & Technical Services (20,321 peers)
Where Marx/Okubo Associates, Ltd. 401(k) Profit Sharing Plan and Trust sits by assets
Marx/Okubo Associates, Ltd. 401(k) Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $33M for 240 participants (~$137,932/participant), up 27.3% in 2023.
- #16,489
- in Professional & Technical Services (20,321 peers)
- +27.3%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Marx/Okubo Associates, Ltd. 401(k) Profit Sharing Plan and Trust's outsized position by total assets
Marx/Okubo Associates, Ltd. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$33,103,690 Top 19% higher than 81% 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
Marx/Okubo Associates, Ltd. 401(k) Profit Sharing Plan and Trust among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marx/Okubo Associates, Ltd. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (240 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Marx/Okubo Associates, Ltd. 401(k) Profit Sharing Plan and Trust reported net income rose from -$4M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Marx/Okubo Associates, Ltd. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $26M in the plan year 2022 filing to $33M in the plan year 2023 filing.
- Marx/Okubo Associates, Ltd. 401(k) Profit Sharing Plan and Trust reported participants rose from 207 in the plan year 2022 filing to 240 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 840887811 · Marx/Okubo Associates, Ltd. PY 2023 · 401(k)
Marx/Okubo Associates, Ltd. 401(k) Profit Sharing Plan and Trust · $33M · 240 · 81st
- PART $33M
- PART 240
- PART 81st
- PART 401(k)
- PART near Maury Regional Medical Group 401(k) Savings Plan
- PART ind #16489
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 Colorado →
Marx/Okubo Associates, Ltd. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | $7M |
| Employer EIN | 840887811 |
| Plan Effective Date | 1985-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Marx/Okubo Associates, Ltd.)
Sponsor-wide plan assets over time
All Marx/Okubo Associates, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $64M 24.48314911679732% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 357 | $52M |
| 2023 | 2 | 418 | $57M |
| 2024 | 2 | 420 | $64M |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.3B · 57,711
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.8B · 10,349
- Empower Retirement, LLC 401(k) Savings Plan $1.9B · 10,036
- Woodward Retirement Savings Plan $1.8B · 5,847
- Arcadis U.S., Inc. Retirement Savings Plan $1.7B · 5,491
Marx/Okubo Associates, Ltd. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Maury Regional Medical Group 401(k) Savings Plan in TN ($33M); by covered participants it is Big 3 Precision Products, Inc. 401(k) Profit Sharing Plan in IL (240 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($33M here).
- Maury Regional Medical Group 401(k) Savings Plan (TN) $33M · 229
- Great Lakes Energy Non-Union 401(k) Plan (MI) $33M · 156
- Virginia Tile Company 401(k) Plan (MI) $33M · 367
- Patrick Dealer Group Savings Plan (IL) $33M · 297
Similar participant headcount
Nearest other-state filings by covered participants (240 participants); asset peers above are excluded.
- Big 3 Precision Products, Inc. 401(k) Profit Sharing Plan (IL) 240 · 0 off
- Kansas Children's Service League 401(k) Plan (KS) 240 · 0 off
- Metropolitan Commercial Bank 401(k) Plan (NY) 240 · 0 off
- Ci Sport, Inc. 401(k) Plan (ND) 240 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.