401(k) · DOL Form 5500 · 2023

Mark IV Capital, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
45
Participants Small participant base
74th
Percentile by assets National rank
$481,747
Avg per participant High balance/head
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Official DOL plan name: The Mark IV Capital 401(k) Plan · Sponsored by Mark IV Capital, Inc. · California · Real Estate

$22M in assets, 45 participants

Mark IV Capital, Inc.'s The Mark IV Capital 401(k) Plan reported $22M in total assets and 45 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #4,157 in Real Estate (4,727 peers)

Mark IV Capital, Inc. multi-year trail

Mark IV Capital, Inc.'s plans moved +23.4% in assets from 2023 to 2024; this filing shows The Mark IV Capital 401(k) Plan at $22M / 45 participants.

#4,157
in Real Estate (4,727 peers)
+20.1%
assets growth YoY

The Mark IV Capital 401(k) Plan's outsized position by total assets

The Mark IV Capital 401(k) Plan vs every filed plan by assets

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

$21,678,610 Top 26% higher than 74% 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

The Mark IV Capital 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Mark IV Capital 401(k) Plan is a small filing (45 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 952864728 · Mark IV Capital, Inc. PY 2023 · 401(k)

The Mark IV Capital 401(k) Plan · $22M · 45 · 74th

  • BOY $22M
  • BOY 45
  • BOY 74th
  • BOY 401(k)
  • BOY near Armellini Express Lines, Inc. and Subsidiaries Profit Sharing Plan
  • BOY ind #4157

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 Real Estate retirement plans → · Plans in California →

The Mark IV Capital 401(k) Plan in the asset neighbourhood

The Mark IV Capital 401(k) PlanThe Mark IV Capital 401(k) P…$22MArmellini Express Lines, Inc. and Subsidiaries Profit Sharing PlanArmellini Express Lines, Inc…$22MUnited Group Services, Inc. 401(k) Profit Sharing PlanUnited Group Services, Inc. …$22MThe Smoot Corporation Salaried Employees 401(k) Plan and TrustThe Smoot Corporation Salari…$22MKillam Oil Company Retirement Plan and TrustKillam Oil Company Retiremen…$22M
End-of-year total assets ($M) among The Mark IV Capital 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mark IV Capital, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Mark IV Capital, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 23.40179098198639% vs 2023
2024 filing year
$20M$22M$24M$26M$28M 20232024 $21.7M $26.8M ▲ +23.4%
Year Plans Participants Total Assets
2023 1 45 $22M
2024 1 54 $27M

Mark IV Capital, Inc. filing trail (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$22M
Net Income$4M
Employer EIN952864728
Plan Effective Date1994-11-16
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

The Mark IV Capital 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The Mark IV Capital 401(k) Plan, Total assets ($B): 0.02167861 · Participants: 45The Mark IV Capital 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
The Mark IV Capital 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Mark IV Capital 401(k) Plan side-by-side with 3 peers →

The Mark IV Capital 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Armellini Express Lines, Inc. and Subsidiaries Profit Sharing Plan in FL ($22M); by covered participants it is First National Financial Services 401(k) Plan in MN (45 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (45 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 The Mark IV Capital 401(k) Plan assets move in 2023? ▼
The Mark IV Capital 401(k) Plan grew sharply - up 20.1% during 2023, from $18M to $22M. Reported net income was $4M.
How have Mark IV Capital, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Mark IV Capital, Inc.'s sponsor-wide assets grew 23.4%, from $22M to $27M.
Which 401(k) plans are similar in size to The Mark IV Capital 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Armellini Express Lines, Inc. and Subsidiaries Profit Sharing Plan in FL ($22M, 324 participants).
Which 401(k) plans cover a similar participant headcount to The Mark IV Capital 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First National Financial Services 401(k) Plan in MN (45 participants, $7M 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 952864728.

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.