401(k) · DOL Form 5500 · 2023

Gen3 Marketing, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
106
Participants Small participant base
47th
Percentile by assets National rank
$55,467
Avg per participant Low balance/head
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Official DOL plan name: Gen3 Marketing, LLC 401(k) Plan · Sponsored by Gen3 Marketing, LLC · Pennsylvania · Professional & Technical Services

$6M in assets, 106 participants

Gen3 Marketing, LLC's Gen3 Marketing, LLC 401(k) Plan reported $6M in total assets and 106 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #9,272 in Professional & Technical Services (20,321 peers)

Coverage in Pennsylvania

Gen3 Marketing, LLC 401(k) Plan covers 106 participants in Pennsylvania, about 13% of the average Pennsylvania filer (state average ~822 per filing). Assets: $6M.

#9,272
in Professional & Technical Services (20,321 peers)
+32.5%
assets growth YoY

Gen3 Marketing, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Gen3 Marketing, LLC 401(k) Plan vs every filed plan by assets

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

$5,879,472 47th percentile higher than 47% 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

Gen3 Marketing, LLC 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. Gen3 Marketing, LLC 401(k) Plan sits mid-pack in the medium band (106 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gen3 Marketing, LLC 401(k) Plan reported net income rose from -$40K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Gen3 Marketing, LLC 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Gen3 Marketing, LLC 401(k) Plan reported participants rose from 82 in the plan year 2022 filing to 106 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 205304445 · Gen3 Marketing, LLC PY 2023 · 401(k)

Gen3 Marketing, LLC 401(k) Plan · $6M · 106 · 47th

  • RANK $6M
  • PHOTO 106
  • IND 47th
  • EOY 401(k)
  • 5500 near Thermo-Tech Windows LLC Retirement Savings Plan
  • ASSETS ind #9272

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 Pennsylvania →

Gen3 Marketing, LLC 401(k) Plan in the asset neighbourhood

Gen3 Marketing, LLC 401(k) PlanGen3 Marketing, LLC 401(k) P…$6MThermo-Tech Windows LLC Retirement Savings PlanThermo-Tech Windows LLC Reti…$6M403(b) Thrift Plan for Employees of Mfi Recovery Center403(b) Thrift Plan for Emplo…$6MRegional Industries 401(k) PlanRegional Industries 401(k) P…$6MArroweye Solutions Inc. 401(k) PlanArroweye Solutions Inc. 401(…$6M
End-of-year total assets ($M) among Gen3 Marketing, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN205304445
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gen3 Marketing, LLC)

Sponsor-wide plan assets over time

All Gen3 Marketing, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 59.84745721465319% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.44M $7.09M ▲ +59.7%
Year Plans Participants Total Assets
2022 1 82 $4M
2023 1 106 $6M
2024 1 92 $7M

Nearby 401(k) Plans in Pennsylvania

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

Gen3 Marketing, LLC 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Gen3 Marketing, LLC 401(k) Plan, Total assets ($B): 0.005879472 · Participants: 106Gen3 Marketing, LLC 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Gen3 Marketing, LLC 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Gen3 Marketing, LLC 401(k) Plan side-by-side with 3 peers →

Gen3 Marketing, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Thermo-Tech Windows LLC Retirement Savings Plan in MN ($6M); by covered participants it is Interfolio 401(k) P/S Plan in DC (106 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (106 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 Gen3 Marketing, LLC 401(k) Plan assets move in 2023? ▼
Gen3 Marketing, LLC 401(k) Plan surged - up 32.5% during 2023, from $4M to $6M. Reported net income was $1M.
How have Gen3 Marketing, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gen3 Marketing, LLC's sponsor-wide assets grew 59.8%, from $4M to $7M.
Which 401(k) plans are similar in size to Gen3 Marketing, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Thermo-Tech Windows LLC Retirement Savings Plan in MN ($6M, 147 participants).
Which 401(k) plans cover a similar participant headcount to Gen3 Marketing, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Interfolio 401(k) P/S Plan in DC (106 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 205304445.

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.