401(k) · DOL Form 5500 · 2024

Plan B Marketing Inc 401(k) Plan

Data updated 2026-08-25

$270K
Total assets Small plan by assets
2
Participants Small participant base
13th
Percentile by assets National rank
$135,186
Avg per participant Near avg balance/head
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Official DOL plan name: Plan B Marketing Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Plan B Marketing Inc · Indiana · Other Services

$270K in assets, 2 participants

Plan B Marketing Inc's Plan B Marketing Inc 401(k) Profit Sharing Plan & Trust reported $270K in total assets and 2 participants 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.

  • #2,087 in Other Services (7,719 peers)

Plan B Marketing Inc multi-year trail

Plan B Marketing Inc's plans moved +52.5% in assets from 2022 to 2024; this filing shows Plan B Marketing Inc 401(k) Profit Sharing Plan & Trust at $270K / 2 participants.

#2,087
in Other Services (7,719 peers)
+16.2%
assets growth YoY

Plan B Marketing Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Plan B Marketing Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$270,371 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

Plan B Marketing Inc 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Plan B Marketing Inc 401(k) Profit Sharing Plan & Trust is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Plan B Marketing Inc 401(k) Profit Sharing Plan & Trust reported net income fell from $55K in the plan year 2023 filing to $38K in the plan year 2024 filing.
  • Plan B Marketing Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $233K in the plan year 2023 filing to $270K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 203429570 · Plan B Marketing Inc PY 2024 · 401(k)

Plan B Marketing Inc 401(k) Profit Sharing Plan & Trust · $270K · 2 · 13th

  • EOY $270K
  • EOY 2
  • EOY 13th
  • EOY 401(k)
  • EOY near Lower West Side Household Services Non-Union Retirement Plan
  • EOY ind #2087

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 Indiana →

Plan B Marketing Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Plan B Marketing Inc 401(k) Profit Sharing Plan & TrustPlan B Marketing Inc 401(k) …$270KLower West Side Household Services Non-Union Retirement PlanLower West Side Household Se…$270KSgc Project One, Inc. 401(k) Profit Sharing PlanSgc Project One, Inc. 401(k)…$270KKissing R Ranch Incorporated Retirement PlanKissing R Ranch Incorporated…$270KCrooked Creek Distillery, Inc. 401(k) PlanCrooked Creek Distillery, In…$270K
End-of-year total assets ($M) among Plan B Marketing Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Plan B Marketing Inc multi-year asset trail

Sponsor-wide plan assets over time

All Plan B Marketing Inc plans reported in each filing year

Latest sponsor-wide plan assets
$270K 52.53825148943852% vs 2022
2024 filing year
$0.15M$0.2M$0.25M$0.3M 202220232024 $0.18M $0.27M ▲ +50.0%
Year Plans Participants Total Assets
2022 1 2 $177K
2023 1 2 $233K
2024 1 2 $270K

Plan B Marketing Inc filing trail (2024)

Total Assets (Beginning of Year)$233K
Net Assets (End of Year)$270K
Net Income$38K
Employer EIN203429570
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Plan B Marketing Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Plan B Marketing Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000270371 · Participants: 2Plan B Marketing Inc 401(k) Profit Sharing Plan & TrustThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Plan B Marketing Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Plan B Marketing Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Plan B Marketing Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Lower West Side Household Services Non-Union Retirement Plan in NY ($270K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); 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 Plan B Marketing Inc 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Plan B Marketing Inc 401(k) Profit Sharing Plan & Trust grew sharply - up 16.2% during 2024, from $233K to $270K. Reported net income was $38K.
How have Plan B Marketing Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Plan B Marketing Inc's sponsor-wide assets grew 52.5%, from $177K to $270K.
Where does Plan B Marketing Inc 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Plan B Marketing Inc 401(k) Profit Sharing Plan & Trust 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 Plan B Marketing Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Lower West Side Household Services Non-Union Retirement Plan in NY ($270K, 122 participants).
Which 401(k) plans cover a similar participant headcount to Plan B Marketing Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A 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 203429570.

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.