401(k) · DOL Form 5500 · 2023

Martin Management Group, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
283
Participants Below avg headcount
55th
Percentile by assets National rank
$29,737
Avg per participant Low balance/head
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Official DOL plan name: Martin Management Group, Inc. 401(k) Plan · Sponsored by Martin Management Group, Inc. · Kentucky · Retail Trade

$8M in assets, 283 participants

Martin Management Group, Inc.'s Martin Management Group, Inc. 401(k) Plan reported $8M in total assets and 283 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #5,494 in Retail Trade (8,414 peers)

Coverage in Kentucky

Martin Management Group, Inc. 401(k) Plan covers 283 participants in Kentucky, about 44% of the average Kentucky filer (state average ~647 per filing). Assets: $8M.

#5,494
in Retail Trade (8,414 peers)
+36.9%
assets growth YoY

Martin Management Group, Inc. 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Martin Management Group, Inc. 401(k) Plan vs every filed plan by assets

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

$8,415,476 Top 45% higher than 55% 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

Martin Management Group, Inc. 401(k) 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. Martin Management Group, Inc. 401(k) Plan sits mid-pack in the medium band (283 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Martin Management Group, Inc. 401(k) Plan reported net income rose from -$612K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Martin Management Group, Inc. 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Martin Management Group, Inc. 401(k) Plan reported participants rose from 255 in the plan year 2022 filing to 283 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 311499782 · Martin Management Group, Inc. PY 2023 · 401(k)

Martin Management Group, Inc. 401(k) Plan · $8M · 283 · 55th

  • EBSA $8M
  • EBSA 283
  • EBSA 55th
  • EBSA 401(k)
  • EBSA near Cliffs Club Services 401(k) Plan
  • EBSA ind #5494

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 Retail Trade retirement plans → · Plans in Kentucky →

Martin Management Group, Inc. 401(k) Plan in the asset neighbourhood

Martin Management Group, Inc. 401(k) PlanMartin Management Group, Inc…$8MCliffs Club Services 401(k) PlanCliffs Club Services 401(k) …$8MSix Smith Family, Inc. 401(k) Profit Sharing PlanSix Smith Family, Inc. 401(k…$8MFrancois Freres USA, Inc. 401(k) Profit Sharing PlanFrancois Freres USA, Inc. 40…$8MInterviewstreet Inc, Dba HackerrInterviewstreet Inc, Dba Hac…$8M
End-of-year total assets ($M) among Martin Management Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN311499782
Plan Effective Date1997-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Martin Management Group, Inc.)

Sponsor-wide plan assets over time

All Martin Management Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 66.58708592637707% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $6.15M $10.2M ▲ +66.5%
Year Plans Participants Total Assets
2022 1 255 $6M
2023 1 283 $8M
2024 1 354 $10M

Nearby 401(k) Plans in Kentucky

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

Martin Management Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Martin Management Group, Inc. 401(k) Plan, Total assets ($B): 0.008415476 · Participants: 283Martin Management Group, Inc. 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Martin Management Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Martin Management Group, Inc. 401(k) Plan side-by-side with 3 peers →

Martin Management Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Cliffs Club Services 401(k) Plan in SC ($8M); by covered participants it is Hiroad & Blueowl 401(k) Savings Plan and Trust in IL (283 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (283 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 Martin Management Group, Inc. 401(k) Plan assets move in 2023? ▼
Martin Management Group, Inc. 401(k) Plan surged - up 36.9% during 2023, from $6M to $8M. Reported net income was $2M.
How have Martin Management Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Martin Management Group, Inc.'s sponsor-wide assets grew 66.6%, from $6M to $10M.
Which 401(k) plans are similar in size to Martin Management Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cliffs Club Services 401(k) Plan in SC ($8M, 535 participants).
Which 401(k) plans cover a similar participant headcount to Martin Management Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hiroad & Blueowl 401(k) Savings Plan and Trust in IL (283 participants, N/A 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 311499782.

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.