Profit Sharing · DOL Form 5500 · 2023

MARKLUND Profit Sharing Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
458
Participants Below avg headcount
68th
Percentile by assets National rank
$33,444
Avg per participant Low balance/head
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Official DOL plan name: Marklund Employee Retirement Savings Plan · Sponsored by MARKLUND · Illinois · Healthcare & Social Assistance

$15M in assets, 458 participants

MARKLUND's Marklund Employee Retirement Savings Plan reported $15M in total assets and 458 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #12,841 in Healthcare & Social Assistance (17,684 peers)

MARKLUND multi-year trail

MARKLUND's plans moved +47.5% in assets from 2022 to 2024; this filing shows Marklund Employee Retirement Savings Plan at $15M / 458 participants.

#12,841
in Healthcare & Social Assistance (17,684 peers)
+23.2%
assets growth YoY

Marklund Employee Retirement Savings Plan's outsized position by total assets

Marklund Employee Retirement Savings Plan vs every filed plan by assets

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

$15,317,503 Top 32% higher than 68% 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

Marklund Employee Retirement Savings Plan 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. Marklund Employee Retirement Savings Plan sits mid-pack in the medium band (458 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Marklund Employee Retirement Savings Plan reported net income rose from -$954K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Marklund Employee Retirement Savings Plan end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Marklund Employee Retirement Savings Plan reported participants fell from 496 in the plan year 2022 filing to 458 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 362652532 · MARKLUND PY 2023 · Profit Sharing

Marklund Employee Retirement Savings Plan · $15M · 458 · 68th

  • NET $15M
  • BOOK 458
  • VS-ST 68th
  • BOY Profit Sharing
  • SCH near Burgess Health Center 403(b) Plan
  • EBSA ind #12841

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 Illinois →

Marklund Employee Retirement Savings Plan in the asset neighbourhood

Caditz and Grant Employees' Profit Sharing PlanCaditz and Grant Employees' …$15MNypro Inc. Defined Contribution PlanNypro Inc. Defined Contribut…$15MMarklund Employee Retirement Savings PlanMarklund Employee Retirement…$15MBurgess Health Center 403(b) PlanBurgess Health Center 403(b)…$15MAtlanta Heart Associates, P.C. Amended Profit Sharing PlanAtlanta Heart Associates, P.…$15M
End-of-year total assets ($M) among Marklund Employee Retirement Savings Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

MARKLUND multi-year asset trail

Sponsor-wide plan assets over time

All MARKLUND plans reported in each filing year

Latest sponsor-wide plan assets
$18M 47.52411789174865% vs 2022
2024 filing year
$10M$12M$14M$16M$18M$20M 202220232024 $12.4M $18.3M ▲ +47.5%
Year Plans Participants Total Assets
2022 1 496 $12M
2023 1 458 $15M
2024 1 540 $18M

MARKLUND filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN362652532
Plan Effective Date1979-02-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Illinois

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Marklund Employee Retirement Savings Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -101234 Total assets ($B) Participants Marklund Employee Retirement Savings Plan, Total assets ($B): 0.015317503 · Participants: 458Marklund Employee Retirement Savings PlanW. W. Grainger, Inc. Retirement Savings Plan, Total assets ($B): 3.454274218 · Participants: 18524W. W. Grainger, Inc. Retirement Savings PlanElectrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5, Total assets ($B): 3.245353634 · Participants: 23108Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5Mcmaster-Carr Supply Company Profit Sharing Trust, Total assets ($B): 2.733520068 · Participants: 4366Mcmaster-Carr Supply Company Profit Sharing TrustMid-America Carpenters Regional Council Supplemental Retirement Plan, Total assets ($B): 1.788799198 · Participants: 16214Mid-America Carpenters Regional Council Supplemental Retirement PlanCarle Foundation Hospital and Affiliates Matching Tsa Plan, Total assets ($B): 1.173752843 · Participants: 15604Carle Foundation Hospital and Affiliates Matching Tsa Plan
Marklund Employee Retirement Savings Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants
Compare Marklund Employee Retirement Savings Plan side-by-side with 3 peers →

Marklund Employee Retirement Savings Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Illinois, the nearest Profit Sharing by assets is Burgess Health Center 403(b) Plan in IA ($15M); by covered participants it is Teamsters Local Union 331 Severance Trust Fund in NJ (459 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (458 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 Marklund Employee Retirement Savings Plan assets move in 2023? ▼
Marklund Employee Retirement Savings Plan grew sharply - up 23.2% during 2023, from $12M to $15M. Reported net income was $3M.
How have MARKLUND plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), MARKLUND's sponsor-wide assets grew 47.5%, from $12M to $18M.
Which Profit Sharing plans are similar in size to Marklund Employee Retirement Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Burgess Health Center 403(b) Plan in IA ($15M, 277 participants).
Which Profit Sharing plans cover a similar participant headcount to Marklund Employee Retirement Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Teamsters Local Union 331 Severance Trust Fund in NJ (459 participants, $33M 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 362652532.

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.