401(k) · DOL Form 5500 · 2023

Mariner Wealth Advisors, LLC 401(k) Plan

Data updated 2026-08-25

$187M
Total assets Near avg plan size
1,526
Participants Near avg headcount
94th
Percentile by assets National rank
$122,451
Avg per participant Near avg balance/head
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Official DOL plan name: Mariner Wealth Advisors, LLC 401(k) Plan · Sponsored by Mariner Wealth Advisors, LLC · Kansas · Finance & Insurance

$187M in assets, 1,526 participants

Mariner Wealth Advisors, LLC's Mariner Wealth Advisors, LLC 401(k) Plan reported $187M in total assets and 1,526 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #8,089 in Finance & Insurance (8,869 peers)

Coverage in Kansas

Mariner Wealth Advisors, LLC 401(k) Plan covers 1,526 participants in Kansas, 4.2x the typical Kansas plan (state average ~360 per filing). Assets: $187M.

#8,089
in Finance & Insurance (8,869 peers)
+45.5%
assets growth YoY
1.9×
vs typical plan assets (national mean)

Mariner Wealth Advisors, LLC 401(k) Plan's outsized position by total assets

Mariner Wealth Advisors, LLC 401(k) Plan vs every filed plan by assets

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

$186,860,128 Top 6% higher than 94% 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

Mariner Wealth Advisors, LLC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mariner Wealth Advisors, LLC 401(k) Plan lands in the large band (1,526 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mariner Wealth Advisors, LLC 401(k) Plan reported net income rose from $9M in the plan year 2022 filing to $57M in the plan year 2023 filing.
  • Mariner Wealth Advisors, LLC 401(k) Plan end-of-year assets rose from $128M in the plan year 2022 filing to $187M in the plan year 2023 filing.
  • Mariner Wealth Advisors, LLC 401(k) Plan reported participants rose from 1,083 in the plan year 2022 filing to 1,526 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 262766689 · Mariner Wealth Advisors, LLC PY 2023 · 401(k)

Mariner Wealth Advisors, LLC 401(k) Plan · $187M · 1,526 · 94th

  • RANK $187M
  • PHOTO 1,526
  • IND 94th
  • EOY 401(k)
  • 5500 near Sapiens Americas Corporation Employee Savings Plan
  • ASSETS ind #8089

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 Finance & Insurance retirement plans → · Plans in Kansas →

Mariner Wealth Advisors, LLC 401(k) Plan in the asset neighbourhood

Kpff, Inc. 401(k) Plan$187MMariner Wealth Advisors, LLC 401(k) PlanMariner Wealth Advisors, LLC…$187MSapiens Americas Corporation Employee Savings PlanSapiens Americas Corporation…$187MLattice Semiconductor Corporation 401(k) Employee Savings PlanLattice Semiconductor Corpor…$187MDragados USA, Inc. 401(k) PlanDragados USA, Inc. 401(k) Pl…$187M
End-of-year total assets ($M) among Mariner Wealth Advisors, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kansas filing particulars

Total Assets (Beginning of Year)$128M
Net Assets (End of Year)$187M
Net Income$57M
Employer EIN262766689
Plan Effective Date2006-06-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Mariner Wealth Advisors, LLC)

Sponsor-wide plan assets over time

All Mariner Wealth Advisors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$278M 116.69440843199541% vs 2022
2024 filing year
$100M$150M$200M$250M$300M 202220232024 $128M $278M ▲ +116.7%
Year Plans Participants Total Assets
2022 1 1,083 $128M
2023 1 1,526 $187M
2024 1 1,563 $278M

Nearby 401(k) Plans in Kansas

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

Mariner Wealth Advisors, LLC 401(k) Plan vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. 050001000015000 012345 Total assets ($B) Participants Mariner Wealth Advisors, LLC 401(k) Plan, Total assets ($B): 0.186860128 · Participants: 1526Mariner Wealth Advisors, LLC 401(k) PlanKoch Employees' Savings Plan, Total assets ($B): 3.870107696 · Participants: 11911Koch Employees' Savings PlanPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 2.90283952 · Participants: 1223Performance Contracting Group, Inc. ESOP/401(k) PlanBlack & Veatch Retirement Program, Total assets ($B): 2.732675203 · Participants: 6890Black & Veatch Retirement ProgramGarmin International, Inc. Retirement Plan, Total assets ($B): 1.784810901 · Participants: 6332Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.15584277 · Participants: 7704Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
Mariner Wealth Advisors, LLC 401(k) Plan vs. nearby 401(k) plans in Kansas, assets vs. participants
Compare Mariner Wealth Advisors, LLC 401(k) Plan side-by-side with 3 peers →

Mariner Wealth Advisors, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kansas, the nearest 401(k) by assets is Sapiens Americas Corporation Employee Savings Plan in NJ ($187M); by covered participants it is Nibco Inc. Profit Sharing & 401(k) Savings Plan in IN (1,526 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($187M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,526 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 Mariner Wealth Advisors, LLC 401(k) Plan assets move in 2023? ▼
Mariner Wealth Advisors, LLC 401(k) Plan surged - up 45.5% during 2023, from $128M to $187M. Reported net income was $57M.
How have Mariner Wealth Advisors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mariner Wealth Advisors, LLC's sponsor-wide assets grew 116.7%, from $128M to $278M.
Where does Mariner Wealth Advisors, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Mariner Wealth Advisors, LLC 401(k) Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Mariner Wealth Advisors, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sapiens Americas Corporation Employee Savings Plan in NJ ($187M, 558 participants).
Which 401(k) plans cover a similar participant headcount to Mariner Wealth Advisors, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nibco Inc. Profit Sharing & 401(k) Savings Plan in IN (1,526 participants, $126M 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 262766689.

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.