Profit Sharing · DOL Form 5500 · 2023

Retirement Living, Inc. Dba Marquette Manor Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
253
Participants Below avg headcount
39th
Percentile by assets National rank
$14,641
Avg per participant Low balance/head
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Official DOL plan name: Retirement Living, Inc. Dba Marquette 403(b) Plan · Sponsored by Retirement Living, Inc. Dba Marquette Manor · Indiana · Healthcare & Social Assistance

$4M in assets, 253 participants

Retirement Living, Inc. Dba Marquette Manor's Retirement Living, Inc. Dba Marquette 403(b) Plan reported $4M in total assets and 253 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,267 in Healthcare & Social Assistance (17,684 peers)

Coverage in Indiana

Retirement Living, Inc. Dba Marquette 403(b) Plan covers 253 participants in Indiana, about 47% of the average Indiana filer (state average ~541 per filing). Assets: $4M.

#7,267
in Healthcare & Social Assistance (17,684 peers)
+4.0%
assets growth YoY

Retirement Living, Inc. Dba Marquette 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Retirement Living, Inc. Dba Marquette 403(b) Plan vs every filed plan by assets

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

$3,704,072 39th percentile higher than 39% 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

Retirement Living, Inc. Dba Marquette 403(b) 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. Retirement Living, Inc. Dba Marquette 403(b) Plan sits mid-pack in the medium band (253 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Living, Inc. Dba Marquette 403(b) Plan reported net income rose from -$573K in the plan year 2022 filing to $141K in the plan year 2023 filing.
  • Retirement Living, Inc. Dba Marquette 403(b) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Retirement Living, Inc. Dba Marquette 403(b) Plan reported participants fell from 263 in the plan year 2022 filing to 253 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 351393773 · Retirement Living, Inc. Dba Marquette Manor PY 2023 · Profit Sharing

Retirement Living, Inc. Dba Marquette 403(b) Plan · $4M · 253 · 39th

  • EIN $4M
  • RANK 253
  • PHOTO 39th
  • IND Profit Sharing
  • EOY near Profit Sharing Plan for Steven Goldstein
  • 5500 ind #7267

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 Indiana →

Retirement Living, Inc. Dba Marquette 403(b) Plan in the asset neighbourhood

Copper State Rubber of Arizona, Inc. Profit Sharing PlanCopper State Rubber of Arizo…$4MUnion Home Loan Inc. Profit Sharing PlanUnion Home Loan Inc. Profit …$4MRetirement Living, Inc. Dba Marquette 403(b) PlanRetirement Living, Inc. Dba …$4MProfit Sharing Plan for Steven GoldsteinProfit Sharing Plan for Stev…$4MHeller, Heller & Mccoy Profit Sharing PlanHeller, Heller & Mccoy Profi…$4M
End-of-year total assets ($M) among Retirement Living, Inc. Dba Marquette 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$141K
Employer EIN351393773
Plan Effective Date1992-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Retirement Living, Inc. Dba Marquette Manor)

Sponsor-wide plan assets over time

All Retirement Living, Inc. Dba Marquette Manor plans reported in each filing year

Latest sponsor-wide plan assets
$4M 3.184337097155327% vs 2022
2024 filing year
$3.5M$3.55M$3.6M$3.65M$3.7M$3.75M 202220232024 $3.56M $3.68M ▲ +3.4%
Year Plans Participants Total Assets
2022 1 263 $4M
2023 1 253 $4M
2024 1 279 $4M

Nearby Profit Sharing Plans in Indiana

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Retirement Living, Inc. Dba Marquette 403(b) Plan vs. nearby Profit Sharing plans in Indiana, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Retirement Living, Inc. Dba Marquette 403(b) Plan, Total assets ($B): 0.003704072 · Participants: 253Retirement Living, Inc. Dba Marquette 403(b) PlanUniversity of Notre Dame 403(b) Retirement Plan, Total assets ($B): 2.360767219 · Participants: 9969University of Notre Dame 403(b) Retirement PlanIndiana State Council of Plasterers & Cement Mason Pension Fund, Total assets ($B): 0.321097243 · Participants: 1127Indiana State Council of Plasterers & Cement Mason Pension FundI.B.E.W. Local Union 481 Defined Contribution Plan, Total assets ($B): 0.268369786 · Participants: 2820I.B.E.W. Local Union 481 Defined Contribution PlanCfni Retirement Plan, Total assets ($B): 0.206190521 · Participants: 6110Cfni Retirement PlanDo It Best Corp. Restated Employees' Savings & Profit Sharing Plan, Total assets ($B): 0.177440898 · Participants: 1818Do It Best Corp. Restated Employees' Savings & Profit Sharing Plan
Retirement Living, Inc. Dba Marquette 403(b) Plan vs. nearby Profit Sharing plans in Indiana, assets vs. participants
Compare Retirement Living, Inc. Dba Marquette 403(b) Plan side-by-side with 3 peers →

Retirement Living, Inc. Dba Marquette 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Indiana, the nearest Profit Sharing by assets is Profit Sharing Plan for Steven Goldstein in NJ ($4M); by covered participants it is Carmen High School 403(b) Plan in WI (253 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (253 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 Retirement Living, Inc. Dba Marquette 403(b) Plan assets move in 2023? ▼
Retirement Living, Inc. Dba Marquette 403(b) Plan edged up modestly - up 4.0% during 2023, from $4M to $4M. Reported net income was $141K.
How have Retirement Living, Inc. Dba Marquette Manor plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Retirement Living, Inc. Dba Marquette Manor's sponsor-wide assets grew 3.2%, from $4M to $4M.
Which Profit Sharing plans are similar in size to Retirement Living, Inc. Dba Marquette 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Profit Sharing Plan for Steven Goldstein in NJ ($4M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Retirement Living, Inc. Dba Marquette 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Carmen High School 403(b) Plan in WI (253 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 351393773.

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.