401(k) · DOL Form 5500 · 2023

Marathon Health, LLC. 401(k) Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
1,237
Participants Near avg headcount
88th
Percentile by assets National rank
$54,796
Avg per participant Low balance/head
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Official DOL plan name: Marathon Health, LLC. 401(k) Plan · Sponsored by Marathon Health, LLC. · Vermont · Healthcare & Social Assistance

$68M in assets, 1,237 participants

Marathon Health, LLC.'s Marathon Health, LLC. 401(k) Plan reported $68M in total assets and 1,237 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,930 in Healthcare & Social Assistance (17,684 peers)

Coverage in Vermont

Marathon Health, LLC. 401(k) Plan covers 1,237 participants in Vermont, 5.1x the typical Vermont plan (state average ~245 per filing). Assets: $68M.

#15,930
in Healthcare & Social Assistance (17,684 peers)
+28.3%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Marathon Health, LLC. 401(k) Plan's outsized position by total assets

Marathon Health, LLC. 401(k) Plan vs every filed plan by assets

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

$67,783,196 Top 12% higher than 88% 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

Marathon Health, LLC. 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. Marathon Health, LLC. 401(k) Plan lands in the large band (1,237 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Marathon Health, LLC. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Marathon Health, LLC. 401(k) Plan end-of-year assets rose from $53M in the plan year 2022 filing to $68M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 260103977 · Marathon Health, LLC. PY 2023 · 401(k)

Marathon Health, LLC. 401(k) Plan · $68M · 1,237 · 88th

  • 5500 $68M
  • 5500 1,237
  • 5500 88th
  • 5500 401(k)
  • 5500 near Entira Family Clinics 401(k) Profit Sharing Plan
  • 5500 ind #15930

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 Healthcare & Social Assistance retirement plans → · Plans in Vermont →

Marathon Health, LLC. 401(k) Plan in the asset neighbourhood

Eagle Corporation Employees Flexible Compensation PlanEagle Corporation Employees …$68MEntira Family Clinics 401(k) Profit Sharing PlanEntira Family Clinics 401(k)…$68MMarathon Health, LLC. 401(k) PlanMarathon Health, LLC. 401(k)…$68MPolitico Media Group 401(k) PlanPolitico Media Group 401(k) …$68MRaleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & TrustRaleigh Orthopaedic Clinic 4…$68M
End-of-year total assets ($M) among Marathon Health, LLC. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Vermont filing particulars

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$68M
Net Income$15M
Employer EIN260103977
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marathon Health, LLC.)

Sponsor-wide plan assets over time

All Marathon Health, LLC. plans reported in each filing year

Latest sponsor-wide plan assets
$81M 53.510952383882206% vs 2022
2024 filing year
$40M$50M$60M$70M$80M$90M 202220232024 $52.8M $81.1M ▲ +53.5%
Year Plans Participants Total Assets
2022 1 1,235 $53M
2023 1 1,237 $68M
2024 1 1,420 $81M

Nearby 401(k) Plans in Vermont

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

Marathon Health, LLC. 401(k) Plan vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Marathon Health, LLC. 401(k) Plan, Total assets ($B): 0.067783196 · Participants: 1237Marathon Health, LLC. 401(k) PlanThe University of Vermont Medical Center 403(b) Plan, Total assets ($B): 1.965024862 · Participants: 11162The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.297587487 · Participants: 1219National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.220116247 · Participants: 519Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.153493813 · Participants: 551Husky Retirement SavingsIncentive Retirement Plan for Employees of PC Construction Company, Total assets ($B): 0.135534492 · Participants: 442Incentive Retirement Plan for Employees of PC Construction Company
Marathon Health, LLC. 401(k) Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare Marathon Health, LLC. 401(k) Plan side-by-side with 3 peers →

Marathon Health, LLC. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is Entira Family Clinics 401(k) Profit Sharing Plan in MN ($68M); by covered participants it is Holden Industries, Inc. Retirement Plan in IL (1,237 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,237 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 Marathon Health, LLC. 401(k) Plan assets move in 2023? ▼
Marathon Health, LLC. 401(k) Plan grew sharply - up 28.3% during 2023, from $53M to $68M. Reported net income was $15M.
How have Marathon Health, LLC. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marathon Health, LLC.'s sponsor-wide assets grew 53.5%, from $53M to $81M.
Where does Marathon Health, LLC. 401(k) Plan rank by assets among Form 5500 filers? ▼
Marathon Health, LLC. 401(k) Plan ranks in the 88th 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 Marathon Health, LLC. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Entira Family Clinics 401(k) Profit Sharing Plan in MN ($68M, 272 participants).
Which 401(k) plans cover a similar participant headcount to Marathon Health, LLC. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Holden Industries, Inc. Retirement Plan in IL (1,237 participants, $77M 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 260103977.

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.