401(k) · DOL Form 5500 · 2024
Martini & Associates Inc 401(k) Plan
Data updated 2026-08-25
- $192K
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 10th
- Percentile by assets National rank
- $21,373
- Avg per participant Low balance/head
Official DOL plan name: Martini & Associates Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Martini & Associates Inc · Maryland · Professional & Technical Services
$192K in assets, 9 participants
Martini & Associates Inc's Martini & Associates Inc 401(k) Profit Sharing Plan & Trust reported $192K in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 10th 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.
- #1,648 in Professional & Technical Services (20,173 peers)
Martini & Associates Inc multi-year trail
Martini & Associates Inc's plans moved -91.8% in assets from 2022 to 2024; this filing shows Martini & Associates Inc 401(k) Profit Sharing Plan & Trust at $192K / 9 participants.
- #1,648
- in Professional & Technical Services (20,173 peers)
- -47.5%
- assets change YoY
The plan reported a net loss of $174K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Martini & Associates Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Martini & Associates Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$192,358 10th percentile higher than 10% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Martini & Associates 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. Martini & Associates Inc 401(k) Profit Sharing Plan & Trust is a micro filing (9 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Martini & Associates Inc 401(k) Profit Sharing Plan & Trust reported net income rose from -$2M in the plan year 2023 filing to -$174K in the plan year 2024 filing.
- Martini & Associates Inc 401(k) Profit Sharing Plan & Trust end-of-year assets fell from $366K in the plan year 2023 filing to $192K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 521498174 · Martini & Associates Inc PY 2024 · 401(k)
Martini & Associates Inc 401(k) Profit Sharing Plan & Trust · $192K · 9 · 10th
- EOY $192K
- EOY 9
- EOY 10th
- EOY 401(k)
- EOY near Cadence of Acadiana, Inc. 403b Plan
- EOY ind #1648
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 Professional & Technical Services retirement plans → · Plans in Maryland →
Martini & Associates Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Martini & Associates Inc multi-year asset trail
Sponsor-wide plan assets over time
All Martini & Associates Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $192K 91.84640425910698% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10 | $2M |
| 2023 | 1 | 9 | $366K |
| 2024 | 1 | 9 | $192K |
Martini & Associates Inc filing trail (2024)
| Total Assets (Beginning of Year) | $366K |
|---|---|
| Net Assets (End of Year) | $192K |
| Net Income | -$174K |
| Employer EIN | 521498174 |
| Plan Effective Date | 2017-11-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $51.4B · 96,812
- Marriott Retirement Savings Plan $11.7B · 101,417
- T. Rowe Price U.S. Retirement Program $4.9B · 6,639
- Nfl Player Second Career Savings Plan $4.1B · 2,771
- Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees $3.0B · 18,370
Martini & Associates Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Cadence of Acadiana, Inc. 403b Plan in LA ($192K); by covered participants it is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($192K here).
- Cadence of Acadiana, Inc. 403b Plan (LA) $192K · 92
- Bellisima Galleria Incorporated 401(k) Profit Sharing Plan (MI) $192K · 2
- Rocket Slingshot Inc 401(k) Plan (CA) $192K · 1
- Northern Colorado Custard 401(k) Plan (CO) $192K · 178
Similar participant headcount
Nearest other-state filings by covered participants (9 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.