401(k) · DOL Form 5500 · 2023

Markley Lowell, LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
168
Participants Small participant base
68th
Percentile by assets National rank
$92,804
Avg per participant Below avg balance/head
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Official DOL plan name: Markley Lowell LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Markley Lowell, LLC · Massachusetts · Real Estate

$16M in assets, 168 participants

Markley Lowell, LLC's Markley Lowell LLC 401(k) Profit Sharing Plan & Trust reported $16M in total assets and 168 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #3,926 in Real Estate (4,727 peers)

Coverage in Massachusetts

Markley Lowell LLC 401(k) Profit Sharing Plan & Trust covers 168 participants in Massachusetts, about 26% of the average Massachusetts filer (state average ~659 per filing). Assets: $16M.

#3,926
in Real Estate (4,727 peers)
+24.9%
assets growth YoY

Markley Lowell LLC 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Markley Lowell LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$15,591,044 Top 32% higher than 68% 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

Markley Lowell LLC 401(k) Profit Sharing Plan & Trust 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. Markley Lowell LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (168 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Markley Lowell LLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Markley Lowell LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $12M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Markley Lowell LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 139 in the plan year 2022 filing to 168 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 383693466 · Markley Lowell, LLC PY 2023 · 401(k)

Markley Lowell LLC 401(k) Profit Sharing Plan & Trust · $16M · 168 · 68th

  • ASSETS $16M
  • PCT 168
  • EIN 68th
  • RANK 401(k)
  • PHOTO near First Commerce Credit Union Profit Sharing 401(k) Savings Plan
  • IND ind #3926

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 Real Estate retirement plans → · Plans in Massachusetts →

Markley Lowell LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Markley Lowell LLC 401(k) Profit Sharing Plan & TrustMarkley Lowell LLC 401(k) Pr…$16MFirst Commerce Credit Union Profit Sharing 401(k) Savings PlanFirst Commerce Credit Union …$16MGreenfield Global USA Retirement PlanGreenfield Global USA Retire…$16MHallman/Lindsay Paints, Inc. 401(k) Profit Sharing PlanHallman/Lindsay Paints, Inc.…$16MTharaldson Hospitality Staffing, LLC 401(k) PlanTharaldson Hospitality Staff…$16M
End-of-year total assets ($M) among Markley Lowell LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN383693466
Plan Effective Date2008-10-04
Filing StatusFILING RECEIVED

Sponsor Plan History (Markley Lowell, LLC)

Sponsor-wide plan assets over time

All Markley Lowell, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$17M 39.860644801060175% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $12.5M $17.5M ▲ +39.8%
Year Plans Participants Total Assets
2022 1 139 $12M
2023 1 168 $16M
2024 1 161 $17M

Nearby 401(k) Plans in Massachusetts

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

Markley Lowell LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Markley Lowell LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.015591044 · Participants: 168Markley Lowell LLC 401(k) Profit Sharing Plan & TrustFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Markley Lowell LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Markley Lowell LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Markley Lowell LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is First Commerce Credit Union Profit Sharing 401(k) Savings Plan in FL ($16M); by covered participants it is Jenkins Linc-Merc, Inc. 401(k) Plan in FL (168 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (168 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 Markley Lowell LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Markley Lowell LLC 401(k) Profit Sharing Plan & Trust grew sharply - up 24.9% during 2023, from $12M to $16M. Reported net income was $3M.
How have Markley Lowell, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Markley Lowell, LLC's sponsor-wide assets grew 39.9%, from $12M to $17M.
Which 401(k) plans are similar in size to Markley Lowell LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is First Commerce Credit Union Profit Sharing 401(k) Savings Plan in FL ($16M, 137 participants).
Which 401(k) plans cover a similar participant headcount to Markley Lowell LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Jenkins Linc-Merc, Inc. 401(k) Plan in FL (168 participants, $3M 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 383693466.

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.