401(k) · DOL Form 5500 · 2023

Marketwise Solutions LLC 401(k) Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
719
Participants Below avg headcount
88th
Percentile by assets National rank
$94,057
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Marketwise Solutions LLC Savings and Retirement Plan · Sponsored by Marketwise Solutions LLC · Maryland · Information & Media

$68M in assets, 719 participants

Marketwise Solutions LLC's Marketwise Solutions LLC Savings and Retirement Plan reported $68M in total assets and 719 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #2,350 in Information & Media (2,818 peers)

Where Marketwise Solutions LLC Savings and Retirement Plan sits by assets

Marketwise Solutions LLC Savings and Retirement Plan sits in the top quartile of all filed plans by assets, $68M for 719 participants (~$94,057/participant), up 31.7% in 2023.

#2,350
in Information & Media (2,818 peers)
+31.7%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Marketwise Solutions LLC Savings and Retirement Plan's outsized position by total assets

Marketwise Solutions LLC Savings and Retirement Plan vs every filed plan by assets

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

$67,626,836 Top 12% higher than 88% 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

Marketwise Solutions LLC Savings and Retirement 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. Marketwise Solutions LLC Savings and Retirement Plan sits mid-pack in the medium band (719 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Marketwise Solutions LLC Savings and Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Marketwise Solutions LLC Savings and Retirement Plan end-of-year assets rose from $51M in the plan year 2022 filing to $68M in the plan year 2023 filing.
  • Marketwise Solutions LLC Savings and Retirement Plan reported participants fell from 739 in the plan year 2022 filing to 719 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 352622970 · Marketwise Solutions LLC PY 2023 · 401(k)

Marketwise Solutions LLC Savings and Retirement Plan · $68M · 719 · 88th

  • SCH $68M
  • SCH 719
  • SCH 88th
  • SCH 401(k)
  • SCH near Arc3 Gases, Inc. 401(k) Plan
  • SCH ind #2350

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 Information & Media retirement plans → · Plans in Maryland →

Marketwise Solutions LLC Savings and Retirement Plan in the asset neighbourhood

Eneric Petroleum Corp. 401(k) Retirement PlanEneric Petroleum Corp. 401(k…$68MMarketwise Solutions LLC Savings and Retirement PlanMarketwise Solutions LLC Sav…$68MArc3 Gases, Inc. 401(k) Plan$68MLasership 401(k) Plan$68MFirstlight Fiber, Inc. 401(k) PlanFirstlight Fiber, Inc. 401(k…$68M
End-of-year total assets ($M) among Marketwise Solutions LLC Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$68M
Net Income$16M
Employer EIN352622970
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marketwise Solutions LLC)

Sponsor-wide plan assets over time

All Marketwise Solutions LLC plans reported in each filing year

Latest sponsor-wide plan assets
$77M 49.44728183676645% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $51.3M $76.7M ▲ +49.4%
Year Plans Participants Total Assets
2022 1 739 $51M
2023 1 719 $68M
2024 1 574 $77M

Nearby 401(k) Plans in Maryland

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

Marketwise Solutions LLC Savings and Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Marketwise Solutions LLC Savings and Retirement Plan, Total assets ($B): 0.067626836 · Participants: 719Marketwise Solutions LLC Savings and Retirement PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Marketwise Solutions LLC Savings and Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Marketwise Solutions LLC Savings and Retirement Plan side-by-side with 3 peers →

Marketwise Solutions LLC Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Arc3 Gases, Inc. 401(k) Plan in NC ($68M); by covered participants it is Direct Chassislink, Inc. 401(k) Savings Plan in NC (719 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($68M here).

Similar participant headcount

Nearest other-state filings by covered participants (719 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 Marketwise Solutions LLC Savings and Retirement Plan assets move in 2023? ▼
Marketwise Solutions LLC Savings and Retirement Plan surged - up 31.7% during 2023, from $51M to $68M. Reported net income was $16M.
How have Marketwise Solutions LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marketwise Solutions LLC's sponsor-wide assets grew 49.4%, from $51M to $77M.
Where does Marketwise Solutions LLC Savings and Retirement Plan rank by assets among Form 5500 filers? ▼
Marketwise Solutions LLC Savings and Retirement Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Marketwise Solutions LLC Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Arc3 Gases, Inc. 401(k) Plan in NC ($68M, 631 participants).
Which 401(k) plans cover a similar participant headcount to Marketwise Solutions LLC Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Direct Chassislink, Inc. 401(k) Savings Plan in NC (719 participants, $38M 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 352622970.

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.