401(k) · DOL Form 5500 · 2024

Mrm-Horizon Advisors, LLC 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
4
Participants Small participant base
75th
Percentile by assets National rank
$6.6M
Avg per participant High balance/head
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Official DOL plan name: Mrm-Horizon Advisors, LLC 401(k) Profit Sharing Plan · Sponsored by Mrm-Horizon Advisors, LLC · Massachusetts · Finance & Insurance

$26M in assets, 4 participants

Mrm-Horizon Advisors, LLC's Mrm-Horizon Advisors, LLC 401(k) Profit Sharing Plan reported $26M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,276 in Finance & Insurance (8,549 peers)

Where Mrm-Horizon Advisors, LLC 401(k) Profit Sharing Plan sits by assets

Mrm-Horizon Advisors, LLC 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $26M for 4 participants (~$6.6M/participant), up 75.1% in 2024.

#5,276
in Finance & Insurance (8,549 peers)
+75.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Mrm-Horizon Advisors, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Mrm-Horizon Advisors, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$26,243,310 Top 25% higher than 75% 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

Mrm-Horizon Advisors, LLC 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. Mrm-Horizon Advisors, LLC 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mrm-Horizon Advisors, LLC 401(k) Profit Sharing Plan reported net income rose from -$353K in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Mrm-Horizon Advisors, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $15M in the plan year 2023 filing to $26M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 043446822 · Mrm-Horizon Advisors, LLC PY 2024 · 401(k)

Mrm-Horizon Advisors, LLC 401(k) Profit Sharing Plan · $26M · 4 · 75th

  • BOY $26M
  • BOY 4
  • BOY 75th
  • BOY 401(k)
  • BOY near Orient Bancorporation Employee Retirement Plan
  • BOY ind #5276

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 Massachusetts →

Mrm-Horizon Advisors, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Basa Resources, Inc. 401(k) PlanBasa Resources, Inc. 401(k) …$26MIntercept Interactive Retirement PlanIntercept Interactive Retire…$26MSeiler Instrument & Manufacturing Co. Inc. 401(k) PlanSeiler Instrument & Manufact…$26MMrm-Horizon Advisors, LLC 401(k) Profit Sharing PlanMrm-Horizon Advisors, LLC 40…$26MOrient Bancorporation Employee Retirement PlanOrient Bancorporation Employ…$26M
End-of-year total assets ($M) among Mrm-Horizon Advisors, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$26M
Net Income$11M
Employer EIN043446822
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mrm-Horizon Advisors, LLC)

Sponsor-wide plan assets over time

All Mrm-Horizon Advisors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$26M 75.08944848175764% vs 2023
2024 filing year
$10M$15M$20M$25M$30M 20232024 $15M $26.2M ▲ +75.1%
Year Plans Participants Total Assets
2023 1 4 $15M
2024 1 4 $26M

Nearby 401(k) Plans in Massachusetts

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

Mrm-Horizon Advisors, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Mrm-Horizon Advisors, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.02624331 · Participants: 4Mrm-Horizon Advisors, LLC 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Mrm-Horizon Advisors, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Mrm-Horizon Advisors, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Mrm-Horizon Advisors, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Orient Bancorporation Employee Retirement Plan in CA ($26M); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Mrm-Horizon Advisors, LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Mrm-Horizon Advisors, LLC 401(k) Profit Sharing Plan surged - up 75.1% during 2024, from $15M to $26M. Reported net income was $11M.
How have Mrm-Horizon Advisors, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Mrm-Horizon Advisors, LLC's sponsor-wide assets grew 75.1%, from $15M to $26M.
Where does Mrm-Horizon Advisors, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Mrm-Horizon Advisors, LLC 401(k) Profit Sharing Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Mrm-Horizon Advisors, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Orient Bancorporation Employee Retirement Plan in CA ($26M, 92 participants).
Which 401(k) plans cover a similar participant headcount to Mrm-Horizon Advisors, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 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 043446822.

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.