Profit Sharing · DOL Form 5500 · 2023
Marisco, Ltd. 401(k) Plan
ERISA Form 5500 plan record drawn from DOL EBSA, verify with linked source filings below.
- $8M
- Total assets
- 153
- Participants
- 27th
- Percentile by assets
Sponsored by Marisco, Ltd. · Hawaii · Other Services
What the 2023 filing shows
Marisco, Ltd. 401(k) Plan holds $8M for 153 participants - about $52,460 per participant, in the lower half of filed plans by assets, up 5.2% over the 2023 plan year.
- $8M
- total plan assets (2023 EOY)
- 153
- covered participants
- 27th
- percentile by assets (of 72,800 plans)
- $52,460
- avg assets per participant
What the Filing Says About Marisco, Ltd. 401(k) Plan
Marisco, Ltd. 401(k) Plan is a Profit Sharing retirement plan sponsored by Marisco, Ltd., headquartered in Hawaii. As of the 2023 Form 5500 filing, the plan reports $8M in total end-of-year assets and covers 153 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 990157085, and the plan has been effective since 1992-08-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $8M at the beginning of 2023 to $8M at year-end - a gain of 5.2%. Net assets (after liabilities) closed the year at $8M, with reported net income of $400K 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) | $8M |
| Total Assets (End of Year) | $8M |
| Net Assets (End of Year) | $8M |
| Net Income | $400K |
| Plan Type | Profit Sharing |
| Employer EIN | 990157085 |
| Plan Effective Date | 1992-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Marisco, Ltd.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 165 | $8M |
| 2023 | 1 | 153 | $8M |
| 2024 | 1 | 162 | $9M |
Nearby Profit Sharing Plans in Hawaii
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
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- Iolani School Defined Contribution Retirement Plan $185M · 494
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Related Data
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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 990157085.
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.
Read our methodology - how this data is sourced, computed, and verified.