401(k) · DOL Form 5500 · 2023

T. Marzetti Company 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
253
Participants Below avg headcount
50th
Percentile by assets National rank
$26,631
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: T. Marzetti Company Hourly Employee 401(k) Plan for the Indianola Plant · Sponsored by T. Marzetti Company · Ohio · Manufacturing

$7M in assets, 253 participants

T. Marzetti Company's T. Marzetti Company Hourly Employee 401(k) Plan for the Indianola Plant reported $7M in total assets and 253 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #6,414 in Manufacturing (18,722 peers)

Coverage in Ohio

T. Marzetti Company Hourly Employee 401(k) Plan for the Indianola Plant covers 253 participants in Ohio, about 33% of the average Ohio filer (state average ~765 per filing). Assets: $7M.

#6,414
in Manufacturing (18,722 peers)
+29.1%
assets growth YoY

T. Marzetti Company Hourly Employee 401(k) Plan for the Indianola Plant's mid-pack asset rank among Manufacturing and all filers

T. Marzetti Company Hourly Employee 401(k) Plan for the Indianola Plant vs every filed plan by assets

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

$6,737,662 Top 50% higher than 50% 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

T. Marzetti Company Hourly Employee 401(k) Plan for the Indianola Plant 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. T. Marzetti Company Hourly Employee 401(k) Plan for the Indianola Plant sits mid-pack in the medium band (253 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • T. Marzetti Company Hourly Employee 401(k) Plan for the Indianola Plant reported net income rose from -$139K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • T. Marzetti Company Hourly Employee 401(k) Plan for the Indianola Plant end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • T. Marzetti Company Hourly Employee 401(k) Plan for the Indianola Plant reported participants rose from 231 in the plan year 2022 filing to 253 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 314244940 · T. Marzetti Company PY 2023 · 401(k)

T. Marzetti Company Hourly Employee 401(k) Plan for the Indianola Plant · $7M · 253 · 50th

  • PART $7M
  • PART 253
  • PART 50th
  • PART 401(k)
  • PART near Fabco, LLC 401(k) Profit Sharing Plan and Trust
  • PART ind #6414

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 Ohio →

T. Marzetti Company Hourly Employee 401(k) Plan for the Indianola Plant in the asset neighbourhood

T. Marzetti Company Hourly Employee 401(k) Plan for the Indianola PlantT. Marzetti Company Hourly E…$7MFabco, LLC 401(k) Profit Sharing Plan and TrustFabco, LLC 401(k) Profit Sha…$7MMcteague Higbee 401(k) Retirement PlanMcteague Higbee 401(k) Retir…$7MHans Johnsen Company Retirement Savings PlanHans Johnsen Company Retirem…$7MMeridian Behavioral Healthcare, Inc. 401 (a) PlanMeridian Behavioral Healthca…$7M
End-of-year total assets ($M) among T. Marzetti Company Hourly Employee 401(k) Plan for the Indianola Plant and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN314244940
Plan Effective Date1998-07-06
Filing StatusFILING RECEIVED

Sponsor Plan History (T. Marzetti Company)

Sponsor-wide plan assets over time

All T. Marzetti Company plans reported in each filing year

Latest sponsor-wide plan assets
$9M 7.928483827321014% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $9.35M $8.61M ▼ -7.9%
Year Plans Participants Total Assets
2022 2 231 $9M
2023 2 253 $11M
2024 2 267 $9M

Nearby 401(k) Plans in Ohio

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

T. Marzetti Company Hourly Employee 401(k) Plan for the Indianola Plant vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants T. Marzetti Company Hourly Employee 401(k) Plan for the Indianola Plant, Total assets ($B): 0.006737662 · Participants: 253T. Marzetti Company Hourly Employee 401(k) Plan for the Indianola PlantGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
T. Marzetti Company Hourly Employee 401(k) Plan for the Indianola Plant vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare T. Marzetti Company Hourly Employee 401(k) Plan for the Indianola Plant side-by-side with 3 peers →

T. Marzetti Company Hourly Employee 401(k) Plan for the Indianola Plant's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Fabco, LLC 401(k) Profit Sharing Plan and Trust in TX ($7M); by covered participants it is Helm Group, Inc. 401(k) Plan in IL (253 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (253 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 T. Marzetti Company Hourly Employee 401(k) Plan for the Indianola Plant assets move in 2023? ▼
T. Marzetti Company Hourly Employee 401(k) Plan for the Indianola Plant grew sharply - up 29.1% during 2023, from $5M to $7M. Reported net income was $2M.
How have T. Marzetti Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), T. Marzetti Company's sponsor-wide assets declined 7.9%, from $9M to $9M.
Which 401(k) plans are similar in size to T. Marzetti Company Hourly Employee 401(k) Plan for the Indianola Plant? ▼
Among 401(k) plans in other states, the closest by assets is Fabco, LLC 401(k) Profit Sharing Plan and Trust in TX ($7M, 364 participants).
Which 401(k) plans cover a similar participant headcount to T. Marzetti Company Hourly Employee 401(k) Plan for the Indianola Plant? ▼
Among 401(k) plans in other states, the closest by covered participants is Helm Group, Inc. 401(k) Plan in IL (253 participants, $56M 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 314244940.

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.