401(k) · DOL Form 5500 · 2023

Marlora Investments, LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
20
Participants Small participant base
27th
Percentile by assets National rank
$69,447
Avg per participant Below avg balance/head
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Official DOL plan name: Marlora 401(k) Retirement Plan · Sponsored by Marlora Investments, LLC · California · Healthcare & Social Assistance

$1M in assets, 20 participants

Marlora Investments, LLC's Marlora 401(k) Retirement Plan reported $1M in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,101 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Marlora 401(k) Retirement Plan holds $1M for 20 participants - about $69,447 per participant, in the lower half of filed plans by assets.

#4,101
in Healthcare & Social Assistance (17,684 peers)
+2.3%
assets growth YoY

Marlora 401(k) Retirement Plan among the smaller filed plans by assets

Marlora 401(k) Retirement Plan vs every filed plan by assets

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

$1,388,938 27th percentile higher than 27% 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

Marlora 401(k) Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marlora 401(k) Retirement Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Marlora 401(k) Retirement Plan reported net income rose from -$367K in the plan year 2022 filing to $31K in the plan year 2023 filing.
  • Marlora 401(k) Retirement Plan reported participants fell from 84 in the plan year 2022 filing to 20 in the plan year 2023 filing.
  • Marlora 401(k) Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 330835115 · Marlora Investments, LLC PY 2023 · 401(k)

Marlora 401(k) Retirement Plan · $1M · 20 · 27th

  • BOOK $1M
  • VS-ST 20
  • BOY 27th
  • SCH 401(k)
  • EBSA near M & B Products Inc 401(k) Profit Sharing Plan and Trust
  • PART ind #4101

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Marlora 401(k) Retirement Plan in the asset neighbourhood

Marlora 401(k) Retirement PlanMarlora 401(k) Retirement Pl…$1MM & B Products Inc 401(k) Profit Sharing Plan and TrustM & B Products Inc 401(k) Pr…$1MFas Converting Machinery Inc. 401(k) PlanFas Converting Machinery Inc…$1MFiror & Company Cpas PC Pension PlanFiror & Company Cpas PC Pens…$1MRidwell Inc. 401(k) Plan$1M
End-of-year total assets ($M) among Marlora 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$31K
Employer EIN330835115
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marlora Investments, LLC)

Sponsor-wide plan assets over time

All Marlora Investments, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 2.2737598292857673% vs 2022
2023 filing year
$1.35M$1.36M$1.37M$1.38M$1.39M$1.4M 20222023 $1.36M $1.39M ▲ +2.2%
Year Plans Participants Total Assets
2022 1 84 $1M
2023 1 20 $1M

Nearby 401(k) Plans in California

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

Marlora 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Marlora 401(k) Retirement Plan, Total assets ($B): 0.001388938 · Participants: 20Marlora 401(k) Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Marlora 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Marlora 401(k) Retirement Plan side-by-side with 3 peers →

Marlora 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is M & B Products Inc 401(k) Profit Sharing Plan and Trust in FL ($1M); by covered participants it is Marietta Railroad Properties, Inc. 401(k) Plan in NY (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Marlora 401(k) Retirement Plan assets move in 2023? ▼
Marlora 401(k) Retirement Plan edged up modestly - up 2.3% during 2023, from $1M to $1M. Reported net income was $31K.
How have Marlora Investments, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Marlora Investments, LLC's sponsor-wide assets grew 2.3%, from $1M to $1M.
Which 401(k) plans are similar in size to Marlora 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is M & B Products Inc 401(k) Profit Sharing Plan and Trust in FL ($1M, 185 participants).
Which 401(k) plans cover a similar participant headcount to Marlora 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marietta Railroad Properties, Inc. 401(k) Plan in NY (20 participants, $521K 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 330835115.

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.