401(k) · DOL Form 5500 · 2023

Marquardt Memorial Manor, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
358
Participants Below avg headcount
64th
Percentile by assets National rank
$36,573
Avg per participant Low balance/head
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Official DOL plan name: Marquardt Memorial Manor, Inc. Savings Plan · Sponsored by Marquardt Memorial Manor, Inc. · Wisconsin · Healthcare & Social Assistance

$13M in assets, 358 participants

Marquardt Memorial Manor, Inc.'s Marquardt Memorial Manor, Inc. Savings Plan reported $13M in total assets and 358 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #12,313 in Healthcare & Social Assistance (17,684 peers)

Marquardt Memorial Manor, Inc. multi-year trail

Marquardt Memorial Manor, Inc.'s plans moved +90.8% in assets from 2022 to 2024; this filing shows Marquardt Memorial Manor, Inc. Savings Plan at $13M / 358 participants.

#12,313
in Healthcare & Social Assistance (17,684 peers)
+40.2%
assets growth YoY

Marquardt Memorial Manor, Inc. Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Marquardt Memorial Manor, Inc. Savings Plan vs every filed plan by assets

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

$13,093,256 Top 36% higher than 64% 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

Marquardt Memorial Manor, Inc. Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marquardt Memorial Manor, Inc. Savings Plan sits mid-pack in the medium band (358 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Marquardt Memorial Manor, Inc. Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Marquardt Memorial Manor, Inc. Savings Plan end-of-year assets rose from $9M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Marquardt Memorial Manor, Inc. Savings Plan reported participants rose from 310 in the plan year 2022 filing to 358 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 391126946 · Marquardt Memorial Manor, Inc. PY 2023 · 401(k)

Marquardt Memorial Manor, Inc. Savings Plan · $13M · 358 · 64th

  • RANK $13M
  • PHOTO 358
  • IND 64th
  • EOY 401(k)
  • 5500 near Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan
  • ASSETS ind #12313

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 Wisconsin →

Marquardt Memorial Manor, Inc. Savings Plan in the asset neighbourhood

Marquardt Memorial Manor, Inc. Savings PlanMarquardt Memorial Manor, In…$13MPettit Kohn Ingrassia Lutz & Dolin PC 401(k) PlanPettit Kohn Ingrassia Lutz &…$13MDetroit 90/90 Retirement Savings PlanDetroit 90/90 Retirement Sav…$13MDetroit 90/90 Retirement Savings PlanDetroit 90/90 Retirement Sav…$13MKeb America, Inc. 401(k) Plan$13M
End-of-year total assets ($M) among Marquardt Memorial Manor, Inc. Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Marquardt Memorial Manor, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Marquardt Memorial Manor, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 90.79091198272621% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $9.34M $17.8M ▲ +90.7%
Year Plans Participants Total Assets
2022 1 310 $9M
2023 1 358 $13M
2024 1 993 $18M

Marquardt Memorial Manor, Inc. filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$13M
Net Income$4M
Employer EIN391126946
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Marquardt Memorial Manor, Inc. Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Marquardt Memorial Manor, Inc. Savings Plan, Total assets ($B): 0.013093256 · Participants: 358Marquardt Memorial Manor, Inc. Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Marquardt Memorial Manor, Inc. Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Marquardt Memorial Manor, Inc. Savings Plan side-by-side with 3 peers →

Marquardt Memorial Manor, Inc. Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan in CA ($13M); by covered participants it is Clark Hill Non-Member Attorneys 401(k) Savings Plan in MI (358 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (358 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 Marquardt Memorial Manor, Inc. Savings Plan assets move in 2023? ▼
Marquardt Memorial Manor, Inc. Savings Plan surged - up 40.2% during 2023, from $9M to $13M. Reported net income was $4M.
How have Marquardt Memorial Manor, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marquardt Memorial Manor, Inc.'s sponsor-wide assets grew 90.8%, from $9M to $18M.
Which 401(k) plans are similar in size to Marquardt Memorial Manor, Inc. Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan in CA ($13M, 102 participants).
Which 401(k) plans cover a similar participant headcount to Marquardt Memorial Manor, Inc. Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Clark Hill Non-Member Attorneys 401(k) Savings Plan in MI (358 participants, $72M 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 391126946.

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.