401(k) · DOL Form 5500 · 2023

Mainline Investment Partners, LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
116
Participants Small participant base
70th
Percentile by assets National rank
$149,646
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mainline Merion 401(k) Plan · Sponsored by Mainline Investment Partners, LLC · Pennsylvania · Finance & Insurance

$17M in assets, 116 participants

Mainline Investment Partners, LLC's Mainline Merion 401(k) Plan reported $17M in total assets and 116 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,945 in Finance & Insurance (8,869 peers)

Coverage in Pennsylvania

Mainline Merion 401(k) Plan covers 116 participants in Pennsylvania, about 14% of the average Pennsylvania filer (state average ~822 per filing). Assets: $17M.

#4,945
in Finance & Insurance (8,869 peers)
+24.0%
assets growth YoY

Mainline Merion 401(k) Plan's outsized position by total assets

Mainline Merion 401(k) Plan vs every filed plan by assets

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

$17,358,892 Top 30% higher than 70% 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

Mainline Merion 401(k) 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. Mainline Merion 401(k) Plan sits mid-pack in the medium band (116 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mainline Merion 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Mainline Merion 401(k) Plan reported participants fell from 185 in the plan year 2022 filing to 116 in the plan year 2023 filing.
  • Mainline Merion 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 452845118 · Mainline Investment Partners, LLC PY 2023 · 401(k)

Mainline Merion 401(k) Plan · $17M · 116 · 70th

  • TYPE $17M
  • TYPE 116
  • TYPE 70th
  • TYPE 401(k)
  • TYPE near Acoustics Associates, Inc. 401(k) and Profit Sharing Plan and Trust
  • TYPE ind #4945

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

Mainline Merion 401(k) Plan in the asset neighbourhood

Mainline Merion 401(k) Plan$17MAcoustics Associates, Inc. 401(k) and Profit Sharing Plan and TrustAcoustics Associates, Inc. 4…$17MRaci 401(k) Plan$17MBiscom, Inc. 401(k) Plan$17MStuart Kane LLP 401(k) Profit Sharing PlanStuart Kane LLP 401(k) Profi…$17M
End-of-year total assets ($M) among Mainline Merion 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN452845118
Plan Effective Date2005-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mainline Investment Partners, LLC)

Sponsor-wide plan assets over time

All Mainline Investment Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$20M 46.435979256224805% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $14M $20.5M ▲ +46.4%
Year Plans Participants Total Assets
2022 1 185 $14M
2023 1 116 $17M
2024 1 117 $20M

Nearby 401(k) Plans in Pennsylvania

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

Mainline Merion 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Mainline Merion 401(k) Plan, Total assets ($B): 0.017358892 · Participants: 116Mainline Merion 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Mainline Merion 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Mainline Merion 401(k) Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Acoustics Associates, Inc. 401(k) and Profit Sharing Plan and Trust in MN ($17M); by covered participants it is Commonwealth Electrical Technologies, Inc. 401(k) Plan in MA (116 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (116 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 Mainline Merion 401(k) Plan assets move in 2023? ▼
Mainline Merion 401(k) Plan grew sharply - up 24.0% during 2023, from $14M to $17M. Reported net income was $3M.
How have Mainline Investment Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mainline Investment Partners, LLC's sponsor-wide assets grew 46.4%, from $14M to $20M.
Which 401(k) plans are similar in size to Mainline Merion 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Acoustics Associates, Inc. 401(k) and Profit Sharing Plan and Trust in MN ($17M, 22 participants).
Which 401(k) plans cover a similar participant headcount to Mainline Merion 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Commonwealth Electrical Technologies, Inc. 401(k) Plan in MA (116 participants, N/A 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 452845118.

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.