401(k) ยท DOL Form 5500 ยท 2023

Marqeta 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA, verify with linked source filings below.

$73M
Total assets
927
Participants
81th
Percentile by assets

Sponsored by Marqeta, Inc. ยท California ยท Finance & Insurance

What the 2023 filing shows

Marqeta 401(k) Plan holds $73M for 927 participants - about $78,789 per participant, in the top quartile of all filed plans by assets, up 64.4% over the 2023 plan year.

$73M
total plan assets (2023 EOY)
927
covered participants
81th
percentile by assets (of 72,800 plans)
$78,789
avg assets per participant
Total Assets (2023)
$73M
Participants
927
State
Industry
Finance & Insurance

What the Filing Says About Marqeta 401(k) Plan

Marqeta 401(k) Plan is a 401(k) retirement plan sponsored by Marqeta, Inc., headquartered in California. As of the 2023 Form 5500 filing, the plan reports $73M in total end-of-year assets and covers 927 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 274306690, and the plan has been effective since 2012-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $44M at the beginning of 2023 to $73M at year-end - a gain of 64.4%. Net assets (after liabilities) closed the year at $73M, with reported net income of $29M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$44M
Total Assets (End of Year)$73M
Net Assets (End of Year)$73M
Net Income$29M
Plan Type401(k)
Employer EIN274306690
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marqeta, Inc.)

Year Plans Participants Total Assets
2022 1 749 $44M
2023 1 927 $73M
2024 1 726 $104M

Nearby 401(k) Plans in California

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

Frequently Asked Questions

How much money is in the Marqeta 401(k) Plan?
As of the 2023 Form 5500 filing, Marqeta 401(k) Plan holds $73M in total assets with 927 participants. It is sponsored by Marqeta, Inc..
What type of plan is Marqeta 401(k) Plan?
Marqeta 401(k) Plan is a 401(k) plan. It has been effective since 2012-01-01. The plan is filed with the U.S. Department of Labor under EIN 274306690.
Who sponsors the Marqeta 401(k) Plan?
Marqeta 401(k) Plan is sponsored by Marqeta, Inc., located in California. The sponsor's EIN is 274306690 and the plan operates in the Finance & Insurance industry.
How did Marqeta 401(k) Plan perform in 2023?
Marqeta 401(k) Plan grew by 64.4% during 2023, moving from $44M to $73M in total assets. Net income was $29M.
Where can I find official filings for Marqeta 401(k) Plan?
Official Form 5500 filings for Marqeta 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 274306690 or plan name at efast.dol.gov.
How does Marqeta 401(k) Plan compare to other plans?
You can compare Marqeta 401(k) Plan against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks all 402,674 ERISA-covered retirement plans in the U.S. that filed a Form 5500 for the 2023 plan year.

Explore PlainRetire

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 274306690.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.