401(k) ยท DOL Form 5500 ยท 2023

Martignetti Companies, LLC 401(k) Plan

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

$181M
Total assets
620
Participants
90th
Percentile by assets

Sponsored by Martignetti Companies, LLC ยท Massachusetts ยท Wholesale Trade

What the 2023 filing shows

Martignetti Companies, LLC 401(k) Plan holds $181M for 620 participants - about $291,346 per participant, in the top 10% of all filed plans by assets, up 16.3% over the 2023 plan year.

$181M
total plan assets (2023 EOY)
620
covered participants
90th
percentile by assets (of 72,800 plans)
$291,346
avg assets per participant
Total Assets (2023)
$181M
Participants
620
Industry
Wholesale Trade

What the Filing Says About Martignetti Companies, LLC 401(k) Plan

Martignetti Companies, LLC 401(k) Plan is a 401(k) retirement plan sponsored by Martignetti Companies, LLC, headquartered in Massachusetts. As of the 2023 Form 5500 filing, the plan reports $181M in total end-of-year assets and covers 620 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 464033150, and the plan has been effective since 1981-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $155M at the beginning of 2023 to $181M at year-end - a gain of 16.3%. Net assets (after liabilities) closed the year at $181M, with reported net income of $25M 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)$155M
Total Assets (End of Year)$181M
Net Assets (End of Year)$181M
Net Income$25M
Plan Type401(k)
Employer EIN464033150
Plan Effective Date1981-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Martignetti Companies, LLC)

Year Plans Participants Total Assets
2022 2 742 $185M
2023 2 772 $214M
2024 2 783 $274M

Nearby 401(k) Plans in Massachusetts

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Frequently Asked Questions

How much money is in the Martignetti Companies, LLC 401(k) Plan?
As of the 2023 Form 5500 filing, Martignetti Companies, LLC 401(k) Plan holds $181M in total assets with 620 participants. It is sponsored by Martignetti Companies, LLC.
What type of plan is Martignetti Companies, LLC 401(k) Plan?
Martignetti Companies, LLC 401(k) Plan is a 401(k) plan. It has been effective since 1981-10-01. The plan is filed with the U.S. Department of Labor under EIN 464033150.
Who sponsors the Martignetti Companies, LLC 401(k) Plan?
Martignetti Companies, LLC 401(k) Plan is sponsored by Martignetti Companies, LLC, located in Massachusetts. The sponsor's EIN is 464033150 and the plan operates in the Wholesale Trade industry.
How did Martignetti Companies, LLC 401(k) Plan perform in 2023?
Martignetti Companies, LLC 401(k) Plan grew by 16.3% during 2023, moving from $155M to $181M in total assets. Net income was $25M.
Where can I find official filings for Martignetti Companies, LLC 401(k) Plan?
Official Form 5500 filings for Martignetti Companies, LLC 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 464033150 or plan name at efast.dol.gov.
How does Martignetti Companies, LLC 401(k) Plan compare to other plans?
You can compare Martignetti Companies, LLC 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Massachusetts 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 464033150.

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.