401(k) · DOL Form 5500 · 2023

Marketing Concepts Group 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
11
Participants Small participant base
47th
Percentile by assets National rank
$515,005
Avg per participant High balance/head
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Official DOL plan name: Marketing Concepts Group 401(k) Profit Sharing Plan & Trust · Sponsored by Marketing Concepts Group · Illinois · Wholesale Trade

$6M in assets, 11 participants

Marketing Concepts Group's Marketing Concepts Group 401(k) Profit Sharing Plan & Trust reported $6M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #2,275 in Wholesale Trade (6,309 peers)

Marketing Concepts Group multi-year trail

Marketing Concepts Group's plans moved +25.0% in assets from 2022 to 2024; this filing shows Marketing Concepts Group 401(k) Profit Sharing Plan & Trust at $6M / 11 participants.

#2,275
in Wholesale Trade (6,309 peers)
+3.0%
assets growth YoY

Marketing Concepts Group 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Wholesale Trade and all filers

Marketing Concepts Group 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$5,665,054 47th percentile higher than 47% 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

Marketing Concepts Group 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marketing Concepts Group 401(k) Profit Sharing Plan & Trust is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Marketing Concepts Group 401(k) Profit Sharing Plan & Trust reported net income rose from -$264K in the plan year 2022 filing to $163K in the plan year 2023 filing.
  • Marketing Concepts Group 401(k) Profit Sharing Plan & Trust reported participants fell from 12 in the plan year 2022 filing to 11 in the plan year 2023 filing.
  • Marketing Concepts Group 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 363574309 · Marketing Concepts Group PY 2023 · 401(k)

Marketing Concepts Group 401(k) Profit Sharing Plan & Trust · $6M · 11 · 47th

  • 5500 $6M
  • ASSETS 11
  • PCT 47th
  • EIN 401(k)
  • RANK near Qualified 401(k) Plan
  • PHOTO ind #2275

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 Illinois →

Marketing Concepts Group 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Marketing Concepts Group 401(k) Profit Sharing Plan & TrustMarketing Concepts Group 401…$6MQualified 401(k) Plan$6MO.T.S. Astracon, LLC Retirement Savings PlanO.T.S. Astracon, LLC Retirem…$6MDibert Valve & Fitting Company, Inc. 401(k) Profit Sharing PlanDibert Valve & Fitting Compa…$6MThe Lakes Country Club Association, Inc. 401(k) PlanThe Lakes Country Club Assoc…$6M
End-of-year total assets ($M) among Marketing Concepts Group 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Marketing Concepts Group multi-year asset trail

Sponsor-wide plan assets over time

All Marketing Concepts Group plans reported in each filing year

Latest sponsor-wide plan assets
$7M 24.955074182121123% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.5M $6.88M ▲ +25.1%
Year Plans Participants Total Assets
2022 1 12 $6M
2023 1 11 $6M
2024 1 13 $7M

Marketing Concepts Group filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$163K
Employer EIN363574309
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Marketing Concepts Group 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Marketing Concepts Group 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.005665054 · Participants: 11Marketing Concepts Group 401(k) Profit Sharing Plan & TrustAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Marketing Concepts Group 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Marketing Concepts Group 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Marketing Concepts Group 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Qualified 401(k) Plan in CA ($6M); by covered participants it is True Colors International, Inc. Retirement Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Marketing Concepts Group 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Marketing Concepts Group 401(k) Profit Sharing Plan & Trust edged up modestly - up 3.0% during 2023, from $6M to $6M. Reported net income was $163K.
How have Marketing Concepts Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marketing Concepts Group's sponsor-wide assets grew 25.0%, from $6M to $7M.
Which 401(k) plans are similar in size to Marketing Concepts Group 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Qualified 401(k) Plan in CA ($6M, 164 participants).
Which 401(k) plans cover a similar participant headcount to Marketing Concepts Group 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is True Colors International, Inc. Retirement Plan in CA (11 participants, $863K 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 363574309.

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.