401(k) · DOL Form 5500 · 2023

Mrm-Horizon Advisors, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
4
Participants Small participant base
67th
Percentile by assets National rank
$3.7M
Avg per participant High balance/head
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Official DOL plan name: Mrm-Horizon Advisors, LLC 401(k) Profit Sharing Plan · Sponsored by Mrm-Horizon Advisors, LLC · Massachusetts · Finance & Insurance

$15M in assets, 4 participants

Mrm-Horizon Advisors, LLC's Mrm-Horizon Advisors, LLC 401(k) Profit Sharing Plan reported $15M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,637 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Mrm-Horizon Advisors, LLC 401(k) Profit Sharing Plan holds $15M for 4 participants - about $3.7M per participant, above the median plan by assets.

#4,637
in Finance & Insurance (8,869 peers)
-2.3%
assets change YoY

The plan reported a net loss of $353K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mrm-Horizon Advisors, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Mrm-Horizon Advisors, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$14,988,516 Top 33% higher than 67% 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

Mrm-Horizon Advisors, LLC 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mrm-Horizon Advisors, LLC 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mrm-Horizon Advisors, LLC 401(k) Profit Sharing Plan reported net income fell from $1M in the plan year 2022 filing to -$353K in the plan year 2023 filing.
  • Mrm-Horizon Advisors, LLC 401(k) Profit Sharing Plan end-of-year assets fell from $15M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 043125274 · Mrm-Horizon Advisors, LLC PY 2023 · 401(k)

Mrm-Horizon Advisors, LLC 401(k) Profit Sharing Plan · $15M · 4 · 67th

  • BOOK $15M
  • VS-ST 4
  • BOY 67th
  • SCH 401(k)
  • EBSA near Delaware North America, LLC
  • PART ind #4637

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Mrm-Horizon Advisors, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Mrm-Horizon Advisors, LLC 401(k) Profit Sharing PlanMrm-Horizon Advisors, LLC 40…$15MDelaware North America, LLC$15MThe Day Publishing Company 401(k) Savings and Investment PlanThe Day Publishing Company 4…$15MCasper Sleep Inc. 401(k) Plan$15MTrellance, Inc. 401(k) Profit Sharing PlanTrellance, Inc. 401(k) Profi…$15M
End-of-year total assets ($M) among Mrm-Horizon Advisors, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$15M
Net Income-$353K
Employer EIN043125274
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mrm-Horizon Advisors, LLC)

Sponsor-wide plan assets over time

All Mrm-Horizon Advisors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 2.3027163576828107% vs 2022
2023 filing year
$14.8M$15M$15.2M$15.4M 20222023 $15.3M $15M ▼ -2.3%
Year Plans Participants Total Assets
2022 1 4 $15M
2023 1 4 $15M

Nearby 401(k) Plans in Massachusetts

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

Mrm-Horizon Advisors, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Mrm-Horizon Advisors, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.014988516 · Participants: 4Mrm-Horizon Advisors, LLC 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Mrm-Horizon Advisors, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Mrm-Horizon Advisors, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Mrm-Horizon Advisors, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Delaware North America, LLC in AL ($15M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Mrm-Horizon Advisors, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Mrm-Horizon Advisors, LLC 401(k) Profit Sharing Plan edged down modestly - down 2.3% during 2023, from $15M to $15M. Reported net income was -$353K.
How have Mrm-Horizon Advisors, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Mrm-Horizon Advisors, LLC's sponsor-wide assets declined 2.3%, from $15M to $15M.
Which 401(k) plans are similar in size to Mrm-Horizon Advisors, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Delaware North America, LLC in AL ($15M, 179 participants).
Which 401(k) plans cover a similar participant headcount to Mrm-Horizon Advisors, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 participants, N/A 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 043125274.

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.