401(k) · DOL Form 5500 · 2023

Marketstar Qoz Business LLC 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
1,410
Participants Near avg headcount
78th
Percentile by assets National rank
$19,213
Avg per participant Low balance/head
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Official DOL plan name: Marketstar 401(k) Plan · Sponsored by Marketstar Qoz Business LLC · Utah · Professional & Technical Services

$27M in assets, 1,410 participants

Marketstar Qoz Business LLC's Marketstar 401(k) Plan reported $27M in total assets and 1,410 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #15,868 in Professional & Technical Services (20,321 peers)

Coverage in Utah

Marketstar 401(k) Plan covers 1,410 participants in Utah, 2.4x the typical Utah plan (state average ~592 per filing). Assets: $27M.

#15,868
in Professional & Technical Services (20,321 peers)
+35.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Marketstar 401(k) Plan's outsized position by total assets

Marketstar 401(k) Plan vs every filed plan by assets

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

$27,090,612 Top 22% higher than 78% 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

Marketstar 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marketstar 401(k) Plan lands in the large band (1,410 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Marketstar 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Marketstar 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Marketstar 401(k) Plan reported participants rose from 1,247 in the plan year 2022 filing to 1,410 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 833522848 · Marketstar Qoz Business LLC PY 2023 · 401(k)

Marketstar 401(k) Plan · $27M · 1,410 · 78th

  • IND $27M
  • EOY 1,410
  • 5500 78th
  • ASSETS 401(k)
  • PCT near Rbc Employee Retirement Plan
  • EIN ind #15868

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 Professional & Technical Services retirement plans → · Plans in Utah →

Marketstar 401(k) Plan in the asset neighbourhood

Marketstar 401(k) Plan$27MRbc Employee Retirement Plan$27MRoquette America Inc Bargaining Unit Savings PlanRoquette America Inc Bargain…$27MNxg Savings and Retirement PlanNxg Savings and Retirement P…$27MSynergy Business Innovation 401(k) P/S PlanSynergy Business Innovation …$27M
End-of-year total assets ($M) among Marketstar 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$27M
Net Income$7M
Employer EIN833522848
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marketstar Qoz Business LLC)

Sponsor-wide plan assets over time

All Marketstar Qoz Business LLC plans reported in each filing year

Latest sponsor-wide plan assets
$31M 53.945644549058244% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20M $30.8M ▲ +54.0%
Year Plans Participants Total Assets
2022 1 1,247 $20M
2023 1 1,410 $27M
2024 1 913 $31M

Nearby 401(k) Plans in Utah

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

Marketstar 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Marketstar 401(k) Plan, Total assets ($B): 0.027090612 · Participants: 1410Marketstar 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Marketstar 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants

Marketstar 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Rbc Employee Retirement Plan in VA ($27M); by covered participants it is Walker & Dunlop, LLC Retirement Savings Plan in MD (1,410 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,410 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 Marketstar 401(k) Plan assets move in 2023?
Marketstar 401(k) Plan surged - up 35.6% during 2023, from $20M to $27M. Reported net income was $7M.
How have Marketstar Qoz Business LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Marketstar Qoz Business LLC's sponsor-wide assets grew 53.9%, from $20M to $31M.
Where does Marketstar 401(k) Plan rank by assets among Form 5500 filers?
Marketstar 401(k) Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Marketstar 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Rbc Employee Retirement Plan in VA ($27M, N/A participants).
Which 401(k) plans cover a similar participant headcount to Marketstar 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Walker & Dunlop, LLC Retirement Savings Plan in MD (1,410 participants, $213M in assets).