401(k) · DOL Form 5500 · 2023
5305 Marquis, Inc. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 49
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $74,895
- Avg per participant Below avg balance/head
Official DOL plan name: Marquis Group 401(k) Plan · Sponsored by 5305 Marquis, Inc. · Texas · Real Estate
$4M in assets, 49 participants
5305 Marquis, Inc.'s Marquis Group 401(k) Plan reported $4M in total assets and 49 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.
- #2,774 in Real Estate (4,727 peers)
Real Estate sector rank
Within Real Estate, Marquis Group 401(k) Plan ranks #2,774 of 4,727 2023 filers by assets (708% of the sector average)-$4M for 49 participants.
- #2,774
- in Real Estate (4,727 peers)
- +11.9%
- assets growth YoY
Marquis Group 401(k) Plan's mid-pack asset rank among Real Estate and all filers
Marquis Group 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,669,857 39th percentile higher than 39% 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
Marquis Group 401(k) 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. Marquis Group 401(k) Plan is a small filing (49 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 271528233 · 5305 Marquis, Inc. PY 2023 · 401(k)
Marquis Group 401(k) Plan · $4M · 49 · 39th
- BOOK $4M
- BOOK 49
- BOOK 39th
- BOOK 401(k)
- BOOK near Kimberton Whole Foods 401(k) Plan
- BOOK ind #2774
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 Real Estate retirement plans → · Plans in Texas →
Marquis Group 401(k) Plan in the asset neighbourhood
Real Estate filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $391K |
| Employer EIN | 271528233 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (5305 Marquis, Inc.)
Sponsor-wide plan assets over time
All 5305 Marquis, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 4.045934214875403% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 49 | $4M |
| 2024 | 1 | 61 | $4M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Marquis Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Kimberton Whole Foods 401(k) Plan in PA ($4M); by covered participants it is Marvin & Co. PC Savings and Thrift Plan in NY (49 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (49 participants); asset peers above are excluded.
- Marvin & Co. PC Savings and Thrift Plan (NY) 49 · 0 off
- Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan (VA) 49 · 0 off
- Ellison Bronze, Inc. 401(k) Profit Sharing Plan (NY) 49 · 0 off
- Infopaginas 1081. 01(D) Plan (PR) 49 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.