401(k) · DOL Form 5500 · 2023
Annandale Marketplace Inc. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 201
- Participants Below avg headcount
- 40th
- Percentile by assets National rank
- $19,688
- Avg per participant Low balance/head
Official DOL plan name: The Marketplace Employee Retirement Plan · Sponsored by Annandale Marketplace Inc. · Minnesota · Retail Trade
$4M in assets, 201 participants
Annandale Marketplace Inc.'s The Marketplace Employee Retirement Plan reported $4M in total assets and 201 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.
- #4,293 in Retail Trade (8,414 peers)
Coverage in Minnesota
The Marketplace Employee Retirement Plan covers 201 participants in Minnesota, about 18% of the average Minnesota filer (state average ~1,126 per filing). Assets: $4M.
- #4,293
- in Retail Trade (8,414 peers)
- +7.7%
- assets growth YoY
The Marketplace Employee Retirement Plan's mid-pack asset rank among Retail Trade and all filers
The Marketplace Employee Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,957,346 40th percentile higher than 40% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Marketplace Employee Retirement 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. The Marketplace Employee Retirement Plan sits mid-pack in the medium band (201 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Marketplace Employee Retirement Plan reported net income rose from -$724K in the plan year 2022 filing to $331K in the plan year 2023 filing.
- The Marketplace Employee Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- The Marketplace Employee Retirement Plan reported participants rose from 193 in the plan year 2022 filing to 201 in the plan year 2023 filing.
DOL schedule card
Filing strip 141864664 · Annandale Marketplace Inc. PY 2023 · 401(k)
The Marketplace Employee Retirement Plan · $4M · 201 · 40th
- BOOK $4M
- VS-ST 201
- BOY 40th
- SCH 401(k)
- EBSA near Jet.Com Retirement Trust
- PART ind #4293
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 Retail Trade retirement plans → · Plans in Minnesota →
The Marketplace Employee Retirement Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $331K |
| Employer EIN | 141864664 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Annandale Marketplace Inc.)
Sponsor-wide plan assets over time
All Annandale Marketplace Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 14.273061007576457% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 193 | $4M |
| 2023 | 1 | 201 | $4M |
| 2024 | 1 | 154 | $4M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $22.4B · 198,972
- Target Corporation 401(k) Plan $13.0B · 432,617
- Medtronic Savings and Investment Plan $12.9B · 44,342
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
- U.S. Bank 401(k) Savings Plan $10.3B · 75,272
The Marketplace Employee Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Jet.Com Retirement Trust in AR ($4M); by covered participants it is Satair USA, Inc. Retirement Savings Plan in GA (201 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (201 participants); asset peers above are excluded.
- Satair USA, Inc. Retirement Savings Plan (GA) 201 · 0 off
- Paul USA 401(k) Plan (MA) 201 · 0 off
- Valentine Enterprises, Inc. Retirement Savings Plan (GA) 201 · 0 off
- US Fence 401(k) (K) Plan (CO) 201 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.