401(k) · DOL Form 5500 · 2024

Martella Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$269K
Total assets Small plan by assets
1
Participants Small participant base
13th
Percentile by assets National rank
$269,209
Avg per participant High balance/head
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Official DOL plan name: Martella Investments, Inc. 401(k) Profit Sharing Plan · Sponsored by Martella Investments, Inc. · Florida · Real Estate

$269K in assets, 1 participants

Martella Investments, Inc.'s Martella Investments, Inc. 401(k) Profit Sharing Plan reported $269K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 13th 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.

  • #934 in Real Estate (4,605 peers)

Martella Investments, Inc. multi-year trail

Martella Investments, Inc.'s plans moved +37.5% in assets from 2022 to 2024; this filing shows Martella Investments, Inc. 401(k) Profit Sharing Plan at $269K / 1 participant.

#934
in Real Estate (4,605 peers)
+6.3%
assets growth YoY

Martella Investments, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Martella Investments, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$269,209 13th percentile higher than 13% of 123,620 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 2024

Martella Investments, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Martella Investments, Inc. 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Martella Investments, Inc. 401(k) Profit Sharing Plan reported net income fell from $58K in the plan year 2023 filing to $16K in the plan year 2024 filing.
  • Martella Investments, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $253K in the plan year 2023 filing to $269K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 465522737 · Martella Investments, Inc. PY 2024 · 401(k)

Martella Investments, Inc. 401(k) Profit Sharing Plan · $269K · 1 · 13th

  • 5500 $269K
  • ASSETS 1
  • PCT 13th
  • EIN 401(k)
  • RANK near Steelcell of North America, LLC 401(k) Plan
  • PHOTO ind #934

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 Real Estate retirement plans → · Plans in Florida →

Martella Investments, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Martella Investments, Inc. 401(k) Profit Sharing PlanMartella Investments, Inc. 4…$269KSteelcell of North America, LLC 401(k) PlanSteelcell of North America, …$269KMountain West Endodontics 401(k) Plan & TrustMountain West Endodontics 40…$269KTrifecta Pursuits Inc. 401(k) PlanTrifecta Pursuits Inc. 401(k…$269KS. & G. Acquisitions Retirement PlanS. & G. Acquisitions Retirem…$269K
End-of-year total assets ($M) among Martella Investments, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Martella Investments, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Martella Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$269K 37.52975795163119% vs 2022
2024 filing year
$0.15M$0.2M$0.25M$0.3M 202220232024 $0.2M $0.27M ▲ +35.0%
Year Plans Participants Total Assets
2022 1 1 $196K
2023 1 1 $253K
2024 1 1 $269K

Martella Investments, Inc. filing trail (2024)

Total Assets (Beginning of Year)$253K
Net Assets (End of Year)$269K
Net Income$16K
Employer EIN465522737
Plan Effective Date2014-04-30
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Martella Investments, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Martella Investments, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000269209 · Participants: 1Martella Investments, Inc. 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Martella Investments, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Martella Investments, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Martella Investments, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Steelcell of North America, LLC 401(k) Plan in CA ($269K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($269K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Martella Investments, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Martella Investments, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 6.3% during 2024, from $253K to $269K. Reported net income was $16K.
How have Martella Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Martella Investments, Inc.'s sponsor-wide assets grew 37.5%, from $196K to $269K.
Where does Martella Investments, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Martella Investments, Inc. 401(k) Profit Sharing Plan ranks in the 13th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Martella Investments, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Steelcell of North America, LLC 401(k) Plan in CA ($269K, 93 participants).
Which 401(k) plans cover a similar participant headcount to Martella Investments, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 465522737.

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.