401(k) · DOL Form 5500 · 2023

Marlette Funding, LLC 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
683
Participants Below avg headcount
83rd
Percentile by assets National rank
$59,481
Avg per participant Low balance/head
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Official DOL plan name: Marlette Funding, LLC 401(k) Plan · Sponsored by Marlette Funding, LLC · Delaware · Finance & Insurance

$41M in assets, 683 participants

Marlette Funding, LLC's Marlette Funding, LLC 401(k) Plan reported $41M in total assets and 683 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,589 in Finance & Insurance (8,869 peers)

Where Marlette Funding, LLC 401(k) Plan sits by assets

Marlette Funding, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $41M for 683 participants (~$59,481/participant), up 58.9% in 2023.

#6,589
in Finance & Insurance (8,869 peers)
+58.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Marlette Funding, LLC 401(k) Plan's outsized position by total assets

Marlette Funding, LLC 401(k) Plan vs every filed plan by assets

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

$40,625,681 Top 17% higher than 83% 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

Marlette Funding, LLC 401(k) 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. Marlette Funding, LLC 401(k) Plan sits mid-pack in the medium band (683 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Marlette Funding, LLC 401(k) Plan reported net income rose from $5M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Marlette Funding, LLC 401(k) Plan reported participants rose from 404 in the plan year 2022 filing to 683 in the plan year 2023 filing.
  • Marlette Funding, LLC 401(k) Plan end-of-year assets rose from $26M in the plan year 2022 filing to $41M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 463428783 · Marlette Funding, LLC PY 2023 · 401(k)

Marlette Funding, LLC 401(k) Plan · $41M · 683 · 83rd

  • EIN $41M
  • EIN 683
  • EIN 83rd
  • EIN 401(k)
  • EIN near Acig Insurance Company 401(k) Plan
  • EIN ind #6589

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 Delaware →

Marlette Funding, LLC 401(k) Plan in the asset neighbourhood

United Dairy Farmers, Inc. Incentive Savings PlanUnited Dairy Farmers, Inc. I…$41MMarlette Funding, LLC 401(k) PlanMarlette Funding, LLC 401(k)…$41MAcig Insurance Company 401(k) PlanAcig Insurance Company 401(k…$41MHni Risk Services 401(k) Plan$41MCare Hospice, Inc. 401(k) PlanCare Hospice, Inc. 401(k) Pl…$41M
End-of-year total assets ($M) among Marlette Funding, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$41M
Net Income$15M
Employer EIN463428783
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marlette Funding, LLC)

Sponsor-wide plan assets over time

All Marlette Funding, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$41M 58.88190080968771% vs 2022
2023 filing year
$20M$25M$30M$35M$40M$45M 20222023 $25.6M $40.6M ▲ +58.9%
Year Plans Participants Total Assets
2022 1 404 $26M
2023 1 683 $41M

Nearby 401(k) Plans in Delaware

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

Marlette Funding, LLC 401(k) Plan vs. nearby 401(k) plans in Delaware, assets vs. participants Scatter plot of 6 data points. 050001000015000 -202468 Total assets ($B) Participants Marlette Funding, LLC 401(k) Plan, Total assets ($B): 0.040625681 · Participants: 683Marlette Funding, LLC 401(k) PlanAstrazeneca Savings and Security Plan, Total assets ($B): 7.59933241 · Participants: 13734Astrazeneca Savings and Security PlanRetirement Savings Plan, Total assets ($B): 6.839304585 · Participants: 9968Retirement Savings PlanDupont Retirement Savings Plan, Total assets ($B): 3.237107237 · Participants: 9918Dupont Retirement Savings PlanWl Gore & Associates, Inc. 401(k) Plan, Total assets ($B): 1.797467724 · Participants: 8557Wl Gore & Associates, Inc. 401(k) PlanAshland Employee Savings Plan, Total assets ($B): 1.267144025 · Participants: 1647Ashland Employee Savings Plan
Marlette Funding, LLC 401(k) Plan vs. nearby 401(k) plans in Delaware, assets vs. participants
Compare Marlette Funding, LLC 401(k) Plan side-by-side with 3 peers →

Marlette Funding, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Delaware, the nearest 401(k) by assets is Acig Insurance Company 401(k) Plan in TX ($41M); by covered participants it is Express Manufacturing, Inc. 401(k) Plan in CA (683 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($41M here).

Similar participant headcount

Nearest other-state filings by covered participants (683 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 Marlette Funding, LLC 401(k) Plan assets move in 2023? ▼
Marlette Funding, LLC 401(k) Plan surged - up 58.9% during 2023, from $26M to $41M. Reported net income was $15M.
How have Marlette Funding, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Marlette Funding, LLC's sponsor-wide assets grew 58.9%, from $26M to $41M.
Where does Marlette Funding, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Marlette Funding, LLC 401(k) Plan ranks in the 83rd 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 Marlette Funding, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Acig Insurance Company 401(k) Plan in TX ($41M, 89 participants).
Which 401(k) plans cover a similar participant headcount to Marlette Funding, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Express Manufacturing, Inc. 401(k) Plan in CA (683 participants, $17M 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 463428783.

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.