401(k) · DOL Form 5500 · 2023

Marquette University High School 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
133
Participants Small participant base
81st
Percentile by assets National rank
$260,012
Avg per participant Above avg balance/head
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Official DOL plan name: Marquette University High School 401(k) Plan · Sponsored by Marquette University High School · Wisconsin · Other Services

$35M in assets, 133 participants

Marquette University High School's Marquette University High School 401(k) Plan reported $35M in total assets and 133 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.

  • #7,139 in Other Services (7,857 peers)

Coverage in Wisconsin

Marquette University High School 401(k) Plan covers 133 participants in Wisconsin, about 24% of the average Wisconsin filer (state average ~563 per filing). Assets: $35M.

#7,139
in Other Services (7,857 peers)
+3.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Marquette University High School 401(k) Plan's outsized position by total assets

Marquette University High School 401(k) Plan vs every filed plan by assets

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

$34,581,653 Top 19% higher than 81% 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

Marquette University High School 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. Marquette University High School 401(k) Plan sits mid-pack in the medium band (133 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Marquette University High School 401(k) Plan reported net income fell from $2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Marquette University High School 401(k) Plan end-of-year assets rose from $33M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • Marquette University High School 401(k) Plan reported participants fell from 138 in the plan year 2022 filing to 133 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 390806826 · Marquette University High School PY 2023 · 401(k)

Marquette University High School 401(k) Plan · $35M · 133 · 81st

  • TYPE $35M
  • NET 133
  • BOOK 81st
  • VS-ST 401(k)
  • BOY near Henderson, Franklin, Starnes & Holt, P.a. Employee Profit Sharing Plan
  • SCH ind #7139

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 Other Services retirement plans → · Plans in Wisconsin →

Marquette University High School 401(k) Plan in the asset neighbourhood

Concord Management, Ltd. 401(k) PlanConcord Management, Ltd. 401…$35MMarquette University High School 401(k) PlanMarquette University High Sc…$35MHenderson, Franklin, Starnes & Holt, P.a. Employee Profit Sharing PlanHenderson, Franklin, Starnes…$35MHoward, Wershbale & Co. Profit Sharing & 401(k) Plan and TrustHoward, Wershbale & Co. Prof…$35MBuilders Insurance Group, Inc. 401(k) PlanBuilders Insurance Group, In…$35M
End-of-year total assets ($M) among Marquette University High School 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$35M
Net Income$1M
Employer EIN390806826
Plan Effective Date1984-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marquette University High School)

Sponsor-wide plan assets over time

All Marquette University High School plans reported in each filing year

Latest sponsor-wide plan assets
$34M 3.1929582906889227% vs 2022
2024 filing year
$33M$33.5M$34M$34.5M$35M 202220232024 $33.3M $34.4M ▲ +3.2%
Year Plans Participants Total Assets
2022 1 138 $33M
2023 1 133 $35M
2024 1 140 $34M

Nearby 401(k) Plans in Wisconsin

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

Marquette University High School 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Marquette University High School 401(k) Plan, Total assets ($B): 0.034581653 · Participants: 133Marquette University High School 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Marquette University High School 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Marquette University High School 401(k) Plan side-by-side with 3 peers →

Marquette University High School 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Henderson, Franklin, Starnes & Holt, P.a. Employee Profit Sharing Plan in FL ($35M); by covered participants it is Beyond Campus Innovations Inc 401(k) Profit Sharing Plan & Trust in CO (133 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (133 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 Marquette University High School 401(k) Plan assets move in 2023? ▼
Marquette University High School 401(k) Plan edged up modestly - up 3.8% during 2023, from $33M to $35M. Reported net income was $1M.
How have Marquette University High School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marquette University High School's sponsor-wide assets grew 3.2%, from $33M to $34M.
Where does Marquette University High School 401(k) Plan rank by assets among Form 5500 filers? ▼
Marquette University High School 401(k) 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 University High School 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Henderson, Franklin, Starnes & Holt, P.a. Employee Profit Sharing Plan in FL ($35M, 146 participants).
Which 401(k) plans cover a similar participant headcount to Marquette University High School 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beyond Campus Innovations Inc 401(k) Profit Sharing Plan & Trust in CO (133 participants, N/A 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 390806826.

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.