401(k) · DOL Form 5500 · 2023

Marquette Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size: 142
Participants Small participant base: 81st
Percentile by assets National rank: $235,799
Avg per participant Above avg balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Marquette Associates, Inc. Employees' Savings & Retirement Plan · Sponsored by Marquette Associates, Inc. · Illinois · Finance & Insurance

$33M in assets, 142 participants

Marquette Associates, Inc.'s Marquette Associates, Inc. Employees' Savings & Retirement Plan reported $33M in total assets and 142 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

#6,255 in Finance & Insurance (8,869 peers)

Coverage in Illinois

Marquette Associates, Inc. Employees' Savings & Retirement Plan covers 142 participants in Illinois, about 18% of the average Illinois filer (state average ~779 per filing). Assets: $33M.

#6,255
in Finance & Insurance (8,869 peers): +21.0%
assets growth YoY: 0.3×
vs typical plan assets (national mean)

Marquette Associates, Inc. Employees' Savings & Retirement Plan's outsized position by total assets

Marquette Associates, Inc. Employees' Savings & Retirement Plan vs every filed plan by assets

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

$33,483,519 Top 19% higher than 81% 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

Marquette Associates, Inc. Employees' Savings & Retirement 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. Marquette Associates, Inc. Employees' Savings & Retirement Plan sits mid-pack in the medium band (142 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Marquette Associates, Inc. Employees' Savings & Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
Marquette Associates, Inc. Employees' Savings & Retirement Plan end-of-year assets rose from $28M in the plan year 2022 filing to $33M in the plan year 2023 filing.
Marquette Associates, Inc. Employees' Savings & Retirement Plan reported participants rose from 130 in the plan year 2022 filing to 142 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 363485298 · Marquette Associates, Inc. PY 2023 · 401(k)

Marquette Associates, Inc. Employees' Savings & Retirement Plan · $33M · 142 · 81st

5500 $33M
5500 142
5500 81st
5500 401(k)
5500 near Young Automotive Group 401(k) Profit Sharing Plan
5500 ind #6255

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 Illinois →

End-of-year total assets ($M) among Marquette Associates, Inc. Employees' Savings & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)	$28M
Net Assets (End of Year)	$33M
Net Income	$6M
Employer EIN	363485298
Plan Effective Date	1990-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Marquette Associates, Inc.)

Latest sponsor-wide plan assets: $40M 46.2980146691164% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	130	$28M
2023	1	142	$33M
2024	1	133	$40M

Nearby 401(k) Plans in Illinois

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

Marquette Associates, Inc. Employees' Savings & Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
State Farm 401(k) Savings Plan $16.9B · 60,246
Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
United Airlines Pilot Retirement Account Plan $14.4B · 14,959
Walgreens Retirement Savings Plan $13.4B · 235,331

Compare Marquette Associates, Inc. Employees' Savings & Retirement Plan side-by-side with 3 peers →

Marquette Associates, Inc. Employees' Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Young Automotive Group 401(k) Profit Sharing Plan in UT ($33M); by covered participants it is Texas Veterinary, PLLC 401(k) Plan in TX (142 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($33M here).

Young Automotive Group 401(k) Profit Sharing Plan (UT) $33M · 1,131
Clinipace Inc. 401(k) Profit Sharing Plan (NC) $33M · 326
Chickasaw Holding Company Employees' 401(k) Plan (OK) $33M · 196
Money Management International 401(k) Retirement Plan (TX) $33M · 319

Similar participant headcount

Nearest other-state filings by covered participants (142 participants); asset peers above are excluded.

Texas Veterinary, PLLC 401(k) Plan (TX) 142 · 0 off
The Starco Group Inc. 401(k) Profit Sharing Plan (CA) 142 · 0 off
Akili Interactive 401(k) Retirement Plan (MA) 142 · 0 off
Syllogisteks Employee 401(k) Plan (MO) 142 · 0 off

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 Marquette Associates, Inc. Employees' Savings & Retirement Plan assets move in 2023? ▼

Marquette Associates, Inc. Employees' Savings & Retirement Plan grew sharply - up 21.0% during 2023, from $28M to $33M. Reported net income was $6M.

How have Marquette Associates, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Marquette Associates, Inc.'s sponsor-wide assets grew 46.3%, from $28M to $40M.

Where does Marquette Associates, Inc. Employees' Savings & Retirement Plan rank by assets among Form 5500 filers? ▼

Marquette Associates, Inc. Employees' Savings & Retirement Plan ranks in the 81st 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 Marquette Associates, Inc. Employees' Savings & Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Young Automotive Group 401(k) Profit Sharing Plan in UT ($33M, 1,131 participants).

Which 401(k) plans cover a similar participant headcount to Marquette Associates, Inc. Employees' Savings & Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Texas Veterinary, PLLC 401(k) Plan in TX (142 participants, $12M 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 363485298.