401(k) · DOL Form 5500 · 2023
Marquis Companies I, Inc. 401(k) Plan
Data updated 2026-08-25
- $72M
- Total assets Below avg plan size
- 3,395
- Participants Above avg headcount
- 89th
- Percentile by assets National rank
- $21,294
- Avg per participant Low balance/head
Official DOL plan name: The Marquis 401(k) Savings Plan · Sponsored by Marquis Companies I, Inc. · Oregon · Healthcare & Social Assistance
$72M in assets, 3,395 participants
Marquis Companies I, Inc.'s The Marquis 401(k) Savings Plan reported $72M in total assets and 3,395 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #16,006 in Healthcare & Social Assistance (17,684 peers)
Coverage in Oregon
The Marquis 401(k) Savings Plan covers 3,395 participants in Oregon, 7.7x the typical Oregon plan (state average ~443 per filing). Assets: $72M.
- #16,006
- in Healthcare & Social Assistance (17,684 peers)
- +19.7%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
The Marquis 401(k) Savings Plan's outsized position by total assets
The Marquis 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$72,293,021 Top 11% higher than 89% 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
The Marquis 401(k) Savings 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. The Marquis 401(k) Savings Plan lands in the large band (3,395 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Marquis 401(k) Savings Plan reported net income rose from -$9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- The Marquis 401(k) Savings Plan end-of-year assets rose from $60M in the plan year 2022 filing to $72M in the plan year 2023 filing.
- The Marquis 401(k) Savings Plan reported participants fell from 3,467 in the plan year 2022 filing to 3,395 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 931054024 · Marquis Companies I, Inc. PY 2023 · 401(k)
The Marquis 401(k) Savings Plan · $72M · 3,395 · 89th
- IND $72M
- EOY 3,395
- 5500 89th
- ASSETS 401(k)
- PCT near Monolithic Power Systems, Inc. 401(k) Savings Plan
- EIN ind #16006
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 Healthcare & Social Assistance retirement plans → · Plans in Oregon →
The Marquis 401(k) Savings Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $60M |
|---|---|
| Net Assets (End of Year) | $72M |
| Net Income | $12M |
| Employer EIN | 931054024 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Marquis Companies I, Inc.)
Sponsor-wide plan assets over time
All Marquis Companies I, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $77M 26.779068213838602% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,467 | $60M |
| 2023 | 1 | 3,395 | $72M |
| 2024 | 1 | 3,674 | $77M |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 40,345
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.4B · 8,353
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.2B · 16,687
- Xpo Logistics Retirement Savings Plan $1.8B · 6,189
- Pacificorp K Plus Employee Savings Plan $1.6B · 4,968
The Marquis 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Monolithic Power Systems, Inc. 401(k) Savings Plan in CA ($72M); by covered participants it is New American Funding, LLC 401(k) Plan in CA (3,394 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($72M here).
Similar participant headcount
Nearest other-state filings by covered participants (3,395 participants); asset peers above are excluded.
- New American Funding, LLC 401(k) Plan (CA) 3,394 · 1 off
- Pandora Jewelry LLC 401(k) Plan (MD) 3,397 · 2 off
- Pentagon Federal Credit Union Thrift/Savings Plan (VA) 3,393 · 2 off
- Colas Inc. and Subsidiaries 401(k) Savings Plan (NJ) 3,391 · 4 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.