401(k) · DOL Form 5500 · 2023

Maritz Holdings Inc. 401(k) Plan

Data updated 2026-08-25

$401M
Total assets Above avg plan size
2,172
Participants Above avg headcount
97th
Percentile by assets National rank
$184,592
Avg per participant Above avg balance/head
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Official DOL plan name: Maritz Holdings Inc. Employees' Investment Plan · Sponsored by Maritz Holdings Inc. · Missouri · Management of Enterprises

$401M in assets, 2,172 participants

Maritz Holdings Inc.'s Maritz Holdings Inc. Employees' Investment Plan reported $401M in total assets and 2,172 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #1,014 in Management of Enterprises (1,137 peers)

Coverage in Missouri

Maritz Holdings Inc. Employees' Investment Plan covers 2,172 participants in Missouri, 2.9x the typical Missouri plan (state average ~737 per filing). Assets: $401M.

#1,014
in Management of Enterprises (1,137 peers)
+19.0%
assets growth YoY
4.0×
vs typical plan assets (national mean)

Maritz Holdings Inc. Employees' Investment Plan's outsized position by total assets

Maritz Holdings Inc. Employees' Investment Plan vs every filed plan by assets

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

$400,934,851 Top 3% higher than 97% 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

Maritz Holdings Inc. Employees' Investment Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Maritz Holdings Inc. Employees' Investment Plan lands in the large band (2,172 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Maritz Holdings Inc. Employees' Investment Plan reported net income rose from -$97M in the plan year 2022 filing to $64M in the plan year 2023 filing.
  • Maritz Holdings Inc. Employees' Investment Plan end-of-year assets rose from $337M in the plan year 2022 filing to $401M in the plan year 2023 filing.
  • Maritz Holdings Inc. Employees' Investment Plan reported participants fell from 2,317 in the plan year 2022 filing to 2,172 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 430393480 · Maritz Holdings Inc. PY 2023 · 401(k)

Maritz Holdings Inc. Employees' Investment Plan · $401M · 2,172 · 97th

  • ASSETS $401M
  • ASSETS 2,172
  • ASSETS 97th
  • ASSETS 401(k)
  • ASSETS near Cherokee Nation Businesses LLC 401(k) Plan
  • ASSETS ind #1014

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 Management of Enterprises retirement plans → · Plans in Missouri →

Maritz Holdings Inc. Employees' Investment Plan in the asset neighbourhood

Eversheds Sutherland (US) LLP Retirement Plan aEversheds Sutherland (US) LL…$401MCherokee Nation Businesses LLC 401(k) PlanCherokee Nation Businesses L…$401MMaritz Holdings Inc. Employees' Investment PlanMaritz Holdings Inc. Employe…$401MPenn Mutual Retirement & Savings PlanPenn Mutual Retirement & Sav…$401MBen E. Keith Company Retirement Savings PlanBen E. Keith Company Retirem…$401M
End-of-year total assets ($M) among Maritz Holdings Inc. Employees' Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$337M
Net Assets (End of Year)$401M
Net Income$64M
Employer EIN430393480
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Maritz Holdings Inc.)

Sponsor-wide plan assets over time

All Maritz Holdings Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$548M 32.704795783027826% vs 2022
2024 filing year
$350M$400M$450M$500M$550M$600M 202220232024 $413M $548M ▲ +32.7%
Year Plans Participants Total Assets
2022 2 2,793 $413M
2023 2 2,621 $486M
2024 2 2,866 $548M

Nearby 401(k) Plans in Missouri

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

Maritz Holdings Inc. Employees' Investment Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Maritz Holdings Inc. Employees' Investment Plan, Total assets ($B): 0.400934851 · Participants: 2172Maritz Holdings Inc. Employees' Investment PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Maritz Holdings Inc. Employees' Investment Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Maritz Holdings Inc. Employees' Investment Plan side-by-side with 3 peers →

Maritz Holdings Inc. Employees' Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Cherokee Nation Businesses LLC 401(k) Plan in OK ($401M); by covered participants it is Higher Ground Education Inc. 401(k) Plan in CA (2,171 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($401M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,172 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 Maritz Holdings Inc. Employees' Investment Plan assets move in 2023? ▼
Maritz Holdings Inc. Employees' Investment Plan grew sharply - up 19.0% during 2023, from $337M to $401M. Reported net income was $64M.
How have Maritz Holdings Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Maritz Holdings Inc.'s sponsor-wide assets grew 32.7%, from $413M to $548M.
Where does Maritz Holdings Inc. Employees' Investment Plan rank by assets among Form 5500 filers? ▼
Maritz Holdings Inc. Employees' Investment Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Maritz Holdings Inc. Employees' Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cherokee Nation Businesses LLC 401(k) Plan in OK ($401M, 6,932 participants).
Which 401(k) plans cover a similar participant headcount to Maritz Holdings Inc. Employees' Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Higher Ground Education Inc. 401(k) Plan in CA (2,171 participants, $11M 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 430393480.

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.