401(k) · DOL Form 5500 · 2023

Melvin Mark Capital Group, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
6
Participants Small participant base
35th
Percentile by assets National rank
$489,530
Avg per participant High balance/head
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Official DOL plan name: Mmcg Retirement Plan · Sponsored by Melvin Mark Capital Group, LLC · Oregon · Real Estate

$3M in assets, 6 participants

Melvin Mark Capital Group, LLC's Mmcg Retirement Plan reported $3M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #2,611 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Mmcg Retirement Plan ranks #2,611 of 4,727 2023 filers by assets (884% of the sector average)-$3M for 6 participants.

#2,611
in Real Estate (4,727 peers)
+28.3%
assets growth YoY

Mmcg Retirement Plan's mid-pack asset rank among Real Estate and all filers

Mmcg Retirement Plan vs every filed plan by assets

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

$2,937,179 35th percentile higher than 35% 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

Mmcg Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mmcg Retirement Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mmcg Retirement Plan reported net income rose from -$164K in the plan year 2022 filing to $649K in the plan year 2023 filing.
  • Mmcg Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Mmcg Retirement Plan reported participants rose from 5 in the plan year 2022 filing to 6 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 272705007 · Melvin Mark Capital Group, LLC PY 2023 · 401(k)

Mmcg Retirement Plan · $3M · 6 · 35th

  • RANK $3M
  • PHOTO 6
  • IND 35th
  • EOY 401(k)
  • 5500 near Woolrich 401(k) Plan
  • ASSETS ind #2611

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 Oregon →

Mmcg Retirement Plan in the asset neighbourhood

Mmcg Retirement Plan$3MWoolrich 401(k) Plan$3MThemis Tech 401(k) Plan$3MMunro, Booth & Cutruzzola 401(k) Profit Sharing PlanMunro, Booth & Cutruzzola 40…$3MCse 401(k) Plan$3M
End-of-year total assets ($M) among Mmcg Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$649K
Employer EIN272705007
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Melvin Mark Capital Group, LLC)

Sponsor-wide plan assets over time

All Melvin Mark Capital Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 65.04117724941129% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.29M $3.78M ▲ +65.1%
Year Plans Participants Total Assets
2022 1 5 $2M
2023 1 6 $3M
2024 1 6 $4M

Nearby 401(k) Plans in Oregon

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

Mmcg Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Mmcg Retirement Plan, Total assets ($B): 0.002937179 · Participants: 6Mmcg Retirement Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Mmcg Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Mmcg Retirement Plan side-by-side with 3 peers →

Mmcg Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Woolrich 401(k) Plan in PA ($3M); by covered participants it is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Mmcg Retirement Plan assets move in 2023? ▼
Mmcg Retirement Plan grew sharply - up 28.3% during 2023, from $2M to $3M. Reported net income was $649K.
How have Melvin Mark Capital Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Melvin Mark Capital Group, LLC's sponsor-wide assets grew 65.0%, from $2M to $4M.
Which 401(k) plans are similar in size to Mmcg Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Woolrich 401(k) Plan in PA ($3M, 18 participants).
Which 401(k) plans cover a similar participant headcount to Mmcg Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants, $234K 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 272705007.

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.