401(k) · DOL Form 5500 · 2023
Markquart, Inc. 401(k) Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 416
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $66,558
- Avg per participant Below avg balance/head
Official DOL plan name: Markquart, Inc. 401(k) Profit Sharing Plan · Sponsored by Markquart, Inc. · Wisconsin · Retail Trade
$28M in assets, 416 participants
Markquart, Inc.'s Markquart, Inc. 401(k) Profit Sharing Plan reported $28M in total assets and 416 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #7,291 in Retail Trade (8,414 peers)
Where Markquart, Inc. 401(k) Profit Sharing Plan sits by assets
Markquart, Inc. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $28M for 416 participants (~$66,558/participant), up 23.3% in 2023.
- #7,291
- in Retail Trade (8,414 peers)
- +23.3%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Markquart, Inc. 401(k) Profit Sharing Plan's outsized position by total assets
Markquart, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$27,687,984 Top 22% higher than 78% 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
Markquart, Inc. 401(k) Profit Sharing 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. Markquart, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (416 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Markquart, Inc. 401(k) Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Markquart, Inc. 401(k) Profit Sharing Plan reported participants rose from 311 in the plan year 2022 filing to 416 in the plan year 2023 filing.
- Markquart, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $22M in the plan year 2022 filing to $28M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 391391993 · Markquart, Inc. PY 2023 · 401(k)
Markquart, Inc. 401(k) Profit Sharing Plan · $28M · 416 · 78th
- EOY $28M
- 5500 416
- ASSETS 78th
- PCT 401(k)
- EIN near Medrisk LLC 401(k) Plan
- RANK ind #7291
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 Retail Trade retirement plans → · Plans in Wisconsin →
Markquart, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $5M |
| Employer EIN | 391391993 |
| Plan Effective Date | 1982-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Markquart, Inc.)
Sponsor-wide plan assets over time
All Markquart, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $32M 43.183704983092255% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 311 | $22M |
| 2023 | 1 | 416 | $28M |
| 2024 | 1 | 432 | $32M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Markquart, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Medrisk LLC 401(k) Plan in PA ($28M); by covered participants it is Utah Del Inc 401(k) Profit Sharing Plan & Trust in UT (416 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
- Medrisk LLC 401(k) Plan (PA) $28M · 769
- United Notions, Inc. 401(k) Plan (TX) $28M · 114
- Two Farms Inc. Employees' 401(k) Profit Sharing (MD) $28M · 5,259
- General Equipment & Supplies, Inc. 401(k) (ND) $28M · 261
Similar participant headcount
Nearest other-state filings by covered participants (416 participants); asset peers above are excluded.
- Utah Del Inc 401(k) Profit Sharing Plan & Trust (UT) 416 · 0 off
- Lpa, Inc. 401(k) Savings Plan (CA) 416 · 0 off
- Pioneer College Caterers, Inc. Profit Sharing Plan (TN) 416 · 0 off
- United States Tennis Association Retirement Plan (NY) 416 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.