401(k) · DOL Form 5500 · 2023

Martin and Associates 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 8
Participants Small participant base: 29th
Percentile by assets National rank: $218,609
Avg per participant Above avg balance/head

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Official DOL plan name: Martin and Associates 401(k) Plan · Sponsored by Martin and Associates · Texas · Wholesale Trade

$2M in assets, 8 participants

Martin and Associates's Martin and Associates 401(k) Plan reported $2M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

#1,151 in Wholesale Trade (6,309 peers)

Martin and Associates multi-year trail

Martin and Associates's plans moved +47.1% in assets from 2022 to 2024; this filing shows Martin and Associates 401(k) Plan at $2M / 8 participants.

#1,151
in Wholesale Trade (6,309 peers): +24.8%
assets growth YoY

Martin and Associates 401(k) Plan among the smaller filed plans by assets

Martin and Associates 401(k) Plan vs every filed plan by assets

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

$1,748,875 29th percentile higher than 29% 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

Martin and Associates 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Martin and Associates 401(k) Plan is a micro filing (8 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Martin and Associates 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $347K in the plan year 2023 filing.
Martin and Associates 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Martin and Associates 401(k) Plan reported participants fell from 9 in the plan year 2022 filing to 8 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 752352350 · Martin and Associates PY 2023 · 401(k)

Martin and Associates 401(k) Plan · $2M · 8 · 29th

RANK $2M
RANK 8
RANK 29th
RANK 401(k)
RANK near Ellis Geothermal Inc. Retirement Plan
RANK ind #1151

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 Wholesale Trade retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Martin and Associates 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Martin and Associates multi-year asset trail

Latest sponsor-wide plan assets: $2M 47.093689743898864% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	9	$1M
2023	1	8	$2M
2024	1	7	$2M

Martin and Associates filing trail (2023)

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$2M
Net Income	$347K
Employer EIN	752352350
Plan Effective Date	1994-12-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

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

Martin and Associates 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Martin and Associates 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Ellis Geothermal Inc. Retirement Plan in MN ($2M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Ellis Geothermal Inc. Retirement Plan (MN) $2M · 18
Motion Systems, Inc. 401(k) Profit Sharing Plan and Trust (MI) $2M · 18
Pdx Refinishers 401(k) (OR) $2M · 12
Excyl 401(k) Plan (MI) $2M · 35

Similar participant headcount

Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.

Burke Optometry, Inc. 401(k) Plan (CA) 8 · 0 off
Culshaw & Company LLC Employee Savings Plan (OR) 8 · 0 off
Cei 401(k) Profit Sharing Plan & Trust (GA) 8 · 0 off
Scott J. Maslow, D.M.D., P.a. 401(k) Profit Sharing Plan (NJ) 8 · 0 off

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 Martin and Associates 401(k) Plan assets move in 2023? ▼

Martin and Associates 401(k) Plan grew sharply - up 24.8% during 2023, from $1M to $2M. Reported net income was $347K.

How have Martin and Associates plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Martin and Associates's sponsor-wide assets grew 47.1%, from $1M to $2M.

Which 401(k) plans are similar in size to Martin and Associates 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Ellis Geothermal Inc. Retirement Plan in MN ($2M, 18 participants).

Which 401(k) plans cover a similar participant headcount to Martin and Associates 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K 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 752352350.