401(k) · DOL Form 5500 · 2023

Martin, Goodrich & Waddell, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
7
Participants Small participant base
43rd
Percentile by assets National rank
$672,595
Avg per participant High balance/head
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Official DOL plan name: Martin, Goodrich & Waddell, Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Martin, Goodrich & Waddell, Inc. · Illinois · Real Estate

$5M in assets, 7 participants

Martin, Goodrich & Waddell, Inc.'s Martin, Goodrich & Waddell, Inc. 401(k) Profit Sharing Plan & Trust reported $5M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,977 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Martin, Goodrich & Waddell, Inc. 401(k) Profit Sharing Plan & Trust ranks #2,977 of 4,727 2023 filers by assets (552% of the sector average)-$5M for 7 participants.

#2,977
in Real Estate (4,727 peers)
+4.5%
assets growth YoY

Martin, Goodrich & Waddell, Inc. 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Real Estate and all filers

Martin, Goodrich & Waddell, Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$4,708,165 43rd percentile higher than 43% 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

Martin, Goodrich & Waddell, Inc. 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Martin, Goodrich & Waddell, Inc. 401(k) Profit Sharing Plan & Trust is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Martin, Goodrich & Waddell, Inc. 401(k) Profit Sharing Plan & Trust reported net income fell from $724K in the plan year 2022 filing to $203K in the plan year 2023 filing.
  • Martin, Goodrich & Waddell, Inc. 401(k) Profit Sharing Plan & Trust reported participants fell from 9 in the plan year 2022 filing to 7 in the plan year 2023 filing.
  • Martin, Goodrich & Waddell, Inc. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 200248665 · Martin, Goodrich & Waddell, Inc. PY 2023 · 401(k)

Martin, Goodrich & Waddell, Inc. 401(k) Profit Sharing Plan & Trust · $5M · 7 · 43rd

  • VS-ST $5M
  • BOY 7
  • SCH 43rd
  • EBSA 401(k)
  • PART near Titus Talent Strategies, LLC 401(k) Plan
  • TYPE ind #2977

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 Illinois →

Martin, Goodrich & Waddell, Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Martin, Goodrich & Waddell, Inc. 401(k) Profit Sharing Plan & TrustMartin, Goodrich & Waddell, …$5MTitus Talent Strategies, LLC 401(k) PlanTitus Talent Strategies, LLC…$5MMartin Commercial Properties Employees 401(k) PlanMartin Commercial Properties…$5MOregonians Credit Union Retirement PlanOregonians Credit Union Reti…$5MSouthport Engineered Systems 401(k) PlanSouthport Engineered Systems…$5M
End-of-year total assets ($M) among Martin, Goodrich & Waddell, Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$203K
Employer EIN200248665
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Martin, Goodrich & Waddell, Inc.)

Sponsor-wide plan assets over time

All Martin, Goodrich & Waddell, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 4.495571300857685% vs 2022
2023 filing year
$4.4M$4.5M$4.6M$4.7M$4.8M 20222023 $4.51M $4.71M ▲ +4.4%
Year Plans Participants Total Assets
2022 1 9 $5M
2023 1 7 $5M

Nearby 401(k) Plans in Illinois

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

Martin, Goodrich & Waddell, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Martin, Goodrich & Waddell, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.004708165 · Participants: 7Martin, Goodrich & Waddell, Inc. 401(k) Profit Sharing Plan & TrustAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Martin, Goodrich & Waddell, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Martin, Goodrich & Waddell, Inc. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Martin, Goodrich & Waddell, Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Titus Talent Strategies, LLC 401(k) Plan in WI ($5M); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Martin, Goodrich & Waddell, Inc. 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Martin, Goodrich & Waddell, Inc. 401(k) Profit Sharing Plan & Trust edged up modestly - up 4.5% during 2023, from $5M to $5M. Reported net income was $203K.
How have Martin, Goodrich & Waddell, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Martin, Goodrich & Waddell, Inc.'s sponsor-wide assets grew 4.5%, from $5M to $5M.
Which 401(k) plans are similar in size to Martin, Goodrich & Waddell, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Titus Talent Strategies, LLC 401(k) Plan in WI ($5M, 178 participants).
Which 401(k) plans cover a similar participant headcount to Martin, Goodrich & Waddell, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Asana Biosciences, LLC 401(k) Plan in NJ (7 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 200248665.

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.