401(k) · DOL Form 5500 · 2023

Martell & Associates 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
2
Participants Small participant base
52nd
Percentile by assets National rank
$3.6M
Avg per participant High balance/head
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Official DOL plan name: Martell & Associates Profit Sharing Plan · Sponsored by Martell & Associates · District of Columbia · Professional & Technical Services

$7M in assets, 2 participants

Martell & Associates's Martell & Associates Profit Sharing Plan reported $7M in total assets and 2 participants in its 2023 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.

  • #10,165 in Professional & Technical Services (20,321 peers)

Martell & Associates multi-year trail

Martell & Associates's plans moved +26.4% in assets from 2022 to 2024; this filing shows Martell & Associates Profit Sharing Plan at $7M / 2 participants.

#10,165
in Professional & Technical Services (20,321 peers)
+11.7%
assets growth YoY

Martell & Associates Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Martell & Associates Profit Sharing Plan vs every filed plan by assets

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

$7,234,243 Top 48% higher than 52% 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

Martell & Associates 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. Martell & Associates Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Martell & Associates Profit Sharing Plan reported net income rose from -$122K in the plan year 2022 filing to $758K in the plan year 2023 filing.
  • Martell & Associates Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 521765796 · Martell & Associates PY 2023 · 401(k)

Martell & Associates Profit Sharing Plan · $7M · 2 · 52nd

  • PART $7M
  • PART 2
  • PART 52nd
  • PART 401(k)
  • PART near Hengst of North America Retirement Savings Plan
  • PART ind #10165

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 District of Columbia →

Martell & Associates Profit Sharing Plan in the asset neighbourhood

Martell & Associates Profit Sharing PlanMartell & Associates Profit …$7MHengst of North America Retirement Savings PlanHengst of North America Reti…$7MAboda, Inc. 401(k) Retirement PlanAboda, Inc. 401(k) Retiremen…$7MMedivisuals, Inc. 401(k) Plan$7MSvrc Industries, Inc. Psp and TrustSvrc Industries, Inc. Psp an…$7M
End-of-year total assets ($M) among Martell & Associates Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Martell & Associates multi-year asset trail

Sponsor-wide plan assets over time

All Martell & Associates plans reported in each filing year

Latest sponsor-wide plan assets
$8M 26.388058300293793% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.48M $8.19M ▲ +26.4%
Year Plans Participants Total Assets
2022 1 2 $6M
2023 1 2 $7M
2024 1 2 $8M

Martell & Associates filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$758K
Employer EIN521765796
Plan Effective Date1992-03-12
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in District of Columbia

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

Martell & Associates Profit Sharing Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Martell & Associates Profit Sharing Plan, Total assets ($B): 0.007234243 · Participants: 2Martell & Associates Profit Sharing PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.808883656 · Participants: 29441Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 5.758063779 · Participants: 39034Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.918113552 · Participants: 8044Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.182175101 · Participants: 3958Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.63036822 · Participants: 1870Hogan Lovells US LLP Retirement Savings Plan
Martell & Associates Profit Sharing Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Martell & Associates Profit Sharing Plan side-by-side with 3 peers →

Martell & Associates Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Hengst of North America Retirement Savings Plan in SC ($7M); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Martell & Associates Profit Sharing Plan assets move in 2023? ▼
Martell & Associates Profit Sharing Plan grew at a solid clip - up 11.7% during 2023, from $6M to $7M. Reported net income was $758K.
How have Martell & Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Martell & Associates's sponsor-wide assets grew 26.4%, from $6M to $8M.
Which 401(k) plans are similar in size to Martell & Associates Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hengst of North America Retirement Savings Plan in SC ($7M, 234 participants).
Which 401(k) plans cover a similar participant headcount to Martell & Associates Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 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 521765796.

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.