401(k) · DOL Form 5500 · 2023

Marotta Controls, Inc. 401(k) Plan

Data updated 2026-08-25

$76M
Total assets Below avg plan size
501
Participants Below avg headcount
89th
Percentile by assets National rank
$151,994
Avg per participant Above avg balance/head
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Official DOL plan name: Marotta Controls, Inc. Employees 401(k) Plan · Sponsored by Marotta Controls, Inc. · New Jersey · Manufacturing

$76M in assets, 501 participants

Marotta Controls, Inc.'s Marotta Controls, Inc. Employees 401(k) Plan reported $76M in total assets and 501 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #15,753 in Manufacturing (18,722 peers)

Where Marotta Controls, Inc. Employees 401(k) Plan sits by assets

Marotta Controls, Inc. Employees 401(k) Plan sits in the top quartile of all filed plans by assets, $76M for 501 participants (~$151,994/participant), up 23.7% in 2023.

#15,753
in Manufacturing (18,722 peers)
+23.7%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Marotta Controls, Inc. Employees 401(k) Plan's outsized position by total assets

Marotta Controls, Inc. Employees 401(k) Plan vs every filed plan by assets

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

$76,148,827 Top 11% higher than 89% 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

Marotta Controls, Inc. Employees 401(k) Plan 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. Marotta Controls, Inc. Employees 401(k) Plan sits mid-pack in the medium band (501 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Marotta Controls, Inc. Employees 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Marotta Controls, Inc. Employees 401(k) Plan end-of-year assets rose from $62M in the plan year 2022 filing to $76M in the plan year 2023 filing.
  • Marotta Controls, Inc. Employees 401(k) Plan reported participants rose from 443 in the plan year 2022 filing to 501 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 221528122 · Marotta Controls, Inc. PY 2023 · 401(k)

Marotta Controls, Inc. Employees 401(k) Plan · $76M · 501 · 89th

  • EOY $76M
  • 5500 501
  • ASSETS 89th
  • PCT 401(k)
  • EIN near Advanced Engineering and Environmental Services, LLC Profit Sharing 401(k) Plan
  • RANK ind #15753

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 Manufacturing retirement plans → · Plans in New Jersey →

Marotta Controls, Inc. Employees 401(k) Plan in the asset neighbourhood

Sutter North Medical Group, Inc. 401(k) Profit Sharing PlanSutter North Medical Group, …$76MMarotta Controls, Inc. Employees 401(k) PlanMarotta Controls, Inc. Emplo…$76MAdvanced Engineering and Environmental Services, LLC Profit Sharing 401(k) PlanAdvanced Engineering and Env…$76MInternational Association of Plumbing & Mechanical Officials 401(k) PlanInternational Association of…$76MNanostring Technologies Inc. 401(k) PlanNanostring Technologies Inc.…$76M
End-of-year total assets ($M) among Marotta Controls, Inc. Employees 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$76M
Net Income$15M
Employer EIN221528122
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marotta Controls, Inc.)

Sponsor-wide plan assets over time

All Marotta Controls, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$87M 40.886992122218636% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $61.6M $86.8M ▲ +40.9%
Year Plans Participants Total Assets
2022 1 443 $62M
2023 1 501 $76M
2024 1 631 $87M

Nearby 401(k) Plans in New Jersey

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

Marotta Controls, Inc. Employees 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Marotta Controls, Inc. Employees 401(k) Plan, Total assets ($B): 0.076148827 · Participants: 501Marotta Controls, Inc. Employees 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Marotta Controls, Inc. Employees 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Marotta Controls, Inc. Employees 401(k) Plan side-by-side with 3 peers →

Marotta Controls, Inc. Employees 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Advanced Engineering and Environmental Services, LLC Profit Sharing 401(k) Plan in ND ($76M); by covered participants it is Burton 401(k) Incentive Savings Plan in VT (501 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (501 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 Marotta Controls, Inc. Employees 401(k) Plan assets move in 2023? ▼
Marotta Controls, Inc. Employees 401(k) Plan grew sharply - up 23.7% during 2023, from $62M to $76M. Reported net income was $15M.
How have Marotta Controls, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marotta Controls, Inc.'s sponsor-wide assets grew 40.9%, from $62M to $87M.
Where does Marotta Controls, Inc. Employees 401(k) Plan rank by assets among Form 5500 filers? ▼
Marotta Controls, Inc. Employees 401(k) Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Marotta Controls, Inc. Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Advanced Engineering and Environmental Services, LLC Profit Sharing 401(k) Plan in ND ($76M, 307 participants).
Which 401(k) plans cover a similar participant headcount to Marotta Controls, Inc. Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burton 401(k) Incentive Savings Plan in VT (501 participants, $77M 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 221528122.

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.