401(k) · DOL Form 5500 · 2023

Marsh Saldana, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
115
Participants Small participant base
69th
Percentile by assets National rank
$141,492
Avg per participant Near avg balance/head
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Official DOL plan name: Marsh Saldana, Inc. Salary Savings Plan · Sponsored by Marsh Saldana, Inc. · Puerto Rico · Finance & Insurance

$16M in assets, 115 participants

Marsh Saldana, Inc.'s Marsh Saldana, Inc. Salary Savings Plan reported $16M in total assets and 115 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,823 in Finance & Insurance (8,869 peers)

Marsh Saldana, Inc. multi-year trail

Marsh Saldana, Inc.'s plans moved +19.8% in assets from 2022 to 2024; this filing shows Marsh Saldana, Inc. Salary Savings Plan at $16M / 115 participants.

#4,823
in Finance & Insurance (8,869 peers)
+16.1%
assets growth YoY

Marsh Saldana, Inc. Salary Savings Plan's outsized position by total assets

Marsh Saldana, Inc. Salary Savings Plan vs every filed plan by assets

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

$16,271,606 Top 31% higher than 69% 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

Marsh Saldana, Inc. Salary 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. Marsh Saldana, Inc. Salary Savings Plan sits mid-pack in the medium band (115 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Marsh Saldana, Inc. Salary Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Marsh Saldana, Inc. Salary Savings Plan end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Marsh Saldana, Inc. Salary Savings Plan reported participants rose from 107 in the plan year 2022 filing to 115 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 660307769 · Marsh Saldana, Inc. PY 2023 · 401(k)

Marsh Saldana, Inc. Salary Savings Plan · $16M · 115 · 69th

  • IND $16M
  • EOY 115
  • 5500 69th
  • ASSETS 401(k)
  • PCT near Lumin8 Transportation Technologies, LLC 401(k) Plan
  • EIN ind #4823

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 Finance & Insurance retirement plans → · Plans in Puerto Rico →

Marsh Saldana, Inc. Salary Savings Plan in the asset neighbourhood

Marsh Saldana, Inc. Salary Savings PlanMarsh Saldana, Inc. Salary S…$16MLumin8 Transportation Technologies, LLC 401(k) PlanLumin8 Transportation Techno…$16MAncient Art LP 401(k) Profit Sharing Plan & TrustAncient Art LP 401(k) Profit…$16MCymabay Therapeutics, Inc. 401(k) Profit Sharing Plan and TrustCymabay Therapeutics, Inc. 4…$16MBlm Group USA Corp Profit Sharing PlanBlm Group USA Corp Profit Sh…$16M
End-of-year total assets ($M) among Marsh Saldana, Inc. Salary Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Marsh Saldana, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Marsh Saldana, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 19.776201742871873% vs 2022
2024 filing year
$13M$14M$15M$16M$17M$18M 202220232024 $14M $16.8M ▲ +19.8%
Year Plans Participants Total Assets
2022 1 107 $14M
2023 1 115 $16M
2024 1 115 $17M

Marsh Saldana, Inc. filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN660307769
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Puerto Rico

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

Marsh Saldana, Inc. Salary Savings Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -1000100200300400500 Total assets ($M) Participants Marsh Saldana, Inc. Salary Savings Plan, Total assets ($M): 16.271606 · Participants: 115Marsh Saldana, Inc. Salary Savings PlanPfizer Savings Plan for Employees Resident in Puerto Rico, Total assets ($M): 385.326556 · Participants: 87Pfizer Savings Plan for Employees Resident in Puerto RicoMsd Puerto Rico Savings and Security Plan, Total assets ($M): 224.042082 · Participants: 679Msd Puerto Rico Savings and Security PlanInter American University of Pr Defined Contribution Retirement Plan, Total assets ($M): 187.642756 · Participants: 1601Inter American University of Pr Defined Contribution Retirement PlanPopular, Inc. USA 401(k) Savings & Investment Plan, Total assets ($M): 149.554638 · Participants: 867Popular, Inc. USA 401(k) Savings & Investment PlanFirstbank 401(k) Retirement Plan for Residents of Puerto Rico, Total assets ($M): 142.903396 · Participants: 2875Firstbank 401(k) Retirement Plan for Residents of Puerto Rico
Marsh Saldana, Inc. Salary Savings Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants
Compare Marsh Saldana, Inc. Salary Savings Plan side-by-side with 3 peers →

Marsh Saldana, Inc. Salary Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Puerto Rico, the nearest 401(k) by assets is Lumin8 Transportation Technologies, LLC 401(k) Plan in CO ($16M); by covered participants it is St. Marys Foundry, Inc. 401(k) Savings Plan in OH (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 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 Marsh Saldana, Inc. Salary Savings Plan assets move in 2023? ▼
Marsh Saldana, Inc. Salary Savings Plan grew sharply - up 16.1% during 2023, from $14M to $16M. Reported net income was $2M.
How have Marsh Saldana, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marsh Saldana, Inc.'s sponsor-wide assets grew 19.8%, from $14M to $17M.
Which 401(k) plans are similar in size to Marsh Saldana, Inc. Salary Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lumin8 Transportation Technologies, LLC 401(k) Plan in CO ($16M, 292 participants).
Which 401(k) plans cover a similar participant headcount to Marsh Saldana, Inc. Salary Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is St. Marys Foundry, Inc. 401(k) Savings Plan in OH (115 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 660307769.

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.