Profit Sharing ยท DOL Form 5500 ยท 2023

Marquette Transportation Company 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA, verify with linked source filings below.

$81M
Total assets
1,577
Participants
82th
Percentile by assets

Sponsored by Marquette Transportation Company, LLC ยท Kentucky ยท Transportation & Warehousing

What the 2023 filing shows

Marquette Transportation Company 401(k) Plan holds $81M for 1,577 participants - about $51,110 per participant, in the top quartile of all filed plans by assets, up 21.1% over the 2023 plan year.

$81M
total plan assets (2023 EOY)
1,577
covered participants
82th
percentile by assets (of 72,800 plans)
$51,110
avg assets per participant
Total Assets (2023)
$81M
Participants
1,577
State
Industry
Transportation & Warehousing

What the Filing Says About Marquette Transportation Company 401(k) Plan

Marquette Transportation Company 401(k) Plan is a Profit Sharing retirement plan sponsored by Marquette Transportation Company, LLC, headquartered in Kentucky. As of the 2023 Form 5500 filing, the plan reports $81M in total end-of-year assets and covers 1,577 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 208602645, and the plan has been effective since 1995-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $67M at the beginning of 2023 to $81M at year-end - a gain of 21.1%. Net assets (after liabilities) closed the year at $81M, with reported net income of $14M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$67M
Total Assets (End of Year)$81M
Net Assets (End of Year)$81M
Net Income$14M
Plan TypeProfit Sharing
Employer EIN208602645
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marquette Transportation Company, LLC)

Year Plans Participants Total Assets
2022 1 1,331 $67M
2023 1 1,577 $81M
2024 1 1,555 $94M

Nearby Profit Sharing Plans in Kentucky

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Frequently Asked Questions

How much money is in the Marquette Transportation Company 401(k) Plan?
As of the 2023 Form 5500 filing, Marquette Transportation Company 401(k) Plan holds $81M in total assets with 1,577 participants. It is sponsored by Marquette Transportation Company, LLC.
What type of plan is Marquette Transportation Company 401(k) Plan?
Marquette Transportation Company 401(k) Plan is a Profit Sharing plan. It has been effective since 1995-01-01. The plan is filed with the U.S. Department of Labor under EIN 208602645.
Who sponsors the Marquette Transportation Company 401(k) Plan?
Marquette Transportation Company 401(k) Plan is sponsored by Marquette Transportation Company, LLC, located in Kentucky. The sponsor's EIN is 208602645 and the plan operates in the Transportation & Warehousing industry.
How did Marquette Transportation Company 401(k) Plan perform in 2023?
Marquette Transportation Company 401(k) Plan grew by 21.1% during 2023, moving from $67M to $81M in total assets. Net income was $14M.
Where can I find official filings for Marquette Transportation Company 401(k) Plan?
Official Form 5500 filings for Marquette Transportation Company 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 208602645 or plan name at efast.dol.gov.
How does Marquette Transportation Company 401(k) Plan compare to other plans?
You can compare Marquette Transportation Company 401(k) Plan against other Profit Sharing plans on the plan type page, or view plans in Kentucky on the state page. PlainRetire tracks all 402,674 ERISA-covered retirement plans in the U.S. that filed a Form 5500 for the 2023 plan year.

Explore PlainRetire

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 208602645.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.