401(k) · DOL Form 5500 · 2023
Managed Markets Insights & Technology LLC 401(k) Plan
Data updated 2026-08-25
- $69M
- Total assets Below avg plan size
- 1,218
- Participants Near avg headcount
- 89th
- Percentile by assets National rank
- $56,907
- Avg per participant Low balance/head
Official DOL plan name: Norstella 401(k) Profit Sharing Plan · Sponsored by Managed Markets Insights & Technology LLC · Pennsylvania · Manufacturing
$69M in assets, 1,218 participants
Managed Markets Insights & Technology LLC's Norstella 401(k) Profit Sharing Plan reported $69M in total assets and 1,218 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #15,552 in Manufacturing (18,722 peers)
Where Norstella 401(k) Profit Sharing Plan sits by assets
Norstella 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $69M for 1,218 participants (~$56,907/participant), up 180.7% in 2023.
- #15,552
- in Manufacturing (18,722 peers)
- +180.7%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Norstella 401(k) Profit Sharing Plan's outsized position by total assets
Norstella 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$69,313,297 Top 11% higher than 89% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Norstella 401(k) Profit Sharing 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. Norstella 401(k) Profit Sharing Plan lands in the large band (1,218 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Norstella 401(k) Profit Sharing Plan reported net income rose from $1M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Norstella 401(k) Profit Sharing Plan reported participants rose from 413 in the plan year 2022 filing to 1,218 in the plan year 2023 filing.
- Norstella 401(k) Profit Sharing Plan end-of-year assets rose from $25M in the plan year 2022 filing to $69M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 273143658 · Managed Markets Insights & Technology LLC PY 2023 · 401(k)
Norstella 401(k) Profit Sharing Plan · $69M · 1,218 · 89th
- VS-ST $69M
- VS-ST 1,218
- VS-ST 89th
- VS-ST 401(k)
- VS-ST near Kendall Automotive Group Employees' Retirement Plan
- VS-ST ind #15552
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 Manufacturing retirement plans → · Plans in Pennsylvania →
Norstella 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $69M |
| Net Income | $18M |
| Employer EIN | 273143658 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Managed Markets Insights & Technology LLC)
Sponsor-wide plan assets over time
All Managed Markets Insights & Technology LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $69M 180.72296881016868% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 413 | $25M |
| 2023 | 1 | 1,218 | $69M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Norstella 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Kendall Automotive Group Employees' Retirement Plan in ID ($69M); by covered participants it is Udr, Inc. 401(k) Plan in CO (1,218 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($69M here).
- Kendall Automotive Group Employees' Retirement Plan (ID) $69M · 1,815
- United Animal Health, Inc. 401(k) Plan (IN) $69M · 338
- Gis, LLC Compensation Deferral Plan (LA) $69M · 2,546
- Draper, Inc. 401(k) Savings Plan (IN) $69M · 696
Similar participant headcount
Nearest other-state filings by covered participants (1,218 participants); asset peers above are excluded.
- Udr, Inc. 401(k) Plan (CO) 1,218 · 0 off
- Norwood Medical Employee Savings Plan and Trust (OH) 1,218 · 0 off
- Martin Memorial Health Systems 401(k) Retirement Savings Plan (FL) 1,218 · 0 off
- Alter 401(k) Retirement Plan (MO) 1,218 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.