401(k) · DOL Form 5500 · 2023
Marquis Contract Corp 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 147
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $10,802
- Avg per participant Low balance/head
Official DOL plan name: Marquis Contract Corp 401(k) Profit Sharing Plan & Trust · Sponsored by Marquis Contract Corp · North Carolina · Other Services
$2M in assets, 147 participants
Marquis Contract Corp's Marquis Contract Corp 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 147 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.
- #4,159 in Other Services (7,857 peers)
Coverage in North Carolina
Marquis Contract Corp 401(k) Profit Sharing Plan & Trust covers 147 participants in North Carolina, about 18% of the average North Carolina filer (state average ~819 per filing). Assets: $2M.
- #4,159
- in Other Services (7,857 peers)
- +21.6%
- assets growth YoY
Marquis Contract Corp 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Marquis Contract Corp 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,587,915 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
Marquis Contract Corp 401(k) Profit Sharing Plan & 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. Marquis Contract Corp 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (147 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Marquis Contract Corp 401(k) Profit Sharing Plan & Trust reported net income rose from -$282K in the plan year 2022 filing to $282K in the plan year 2023 filing.
- Marquis Contract Corp 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Marquis Contract Corp 401(k) Profit Sharing Plan & Trust reported participants rose from 129 in the plan year 2022 filing to 147 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 561765341 · Marquis Contract Corp PY 2023 · 401(k)
Marquis Contract Corp 401(k) Profit Sharing Plan & Trust · $2M · 147 · 28th
- PART $2M
- TYPE 147
- NET 28th
- BOOK 401(k)
- VS-ST near Zick Business Advisors, Inc. Safe Harbor 401(k)
- BOY ind #4159
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 Other Services retirement plans → · Plans in North Carolina →
Marquis Contract Corp 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $282K |
| Employer EIN | 561765341 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Marquis Contract Corp)
Sponsor-wide plan assets over time
All Marquis Contract Corp plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 25.99781374551967% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 129 | $1M |
| 2023 | 1 | 147 | $2M |
| 2024 | 1 | 152 | $2M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
Marquis Contract Corp 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Zick Business Advisors, Inc. Safe Harbor 401(k) in CO ($2M); by covered participants it is Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan in NE (147 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 (147 participants); asset peers above are excluded.
- Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan (NE) 147 · 0 off
- Live Well Financial Inc. 401(k) Profit Sharing Plan & Trust (DE) 147 · 0 off
- Gary Thompson Agency, Inc. Safe Harbor 401(k) Profit Sharing Plan (NE) 147 · 0 off
- Orlando's Enterprises, Inc. 401(k) Retirement Plan (TX) 147 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.