401(k) · DOL Form 5500 · 2024
Marks & Williams LLC 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $347,976
- Avg per participant High balance/head
Official DOL plan name: Marks & Williams LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Marks & Williams LLC · Georgia · Professional & Technical Services
$1M in assets, 4 participants
Marks & Williams LLC's Marks & Williams LLC 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.
- #4,278 in Professional & Technical Services (20,173 peers)
Marks & Williams LLC multi-year trail
Marks & Williams LLC's plans moved +100.5% in assets from 2022 to 2024; this filing shows Marks & Williams LLC 401(k) Profit Sharing Plan & Trust at $1M / 4 participants.
- #4,278
- in Professional & Technical Services (20,173 peers)
- +37.8%
- assets growth YoY
Marks & Williams LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Marks & Williams LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,391,903 26th percentile higher than 26% 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
Marks & Williams LLC 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. Marks & Williams LLC 401(k) Profit Sharing Plan & Trust is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Marks & Williams LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Marks & Williams LLC 401(k) Profit Sharing Plan & Trust reported net income rose from $316K in the plan year 2023 filing to $382K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 582279621 · Marks & Williams LLC PY 2024 · 401(k)
Marks & Williams LLC 401(k) Profit Sharing Plan & Trust · $1M · 4 · 26th
- IND $1M
- IND 4
- IND 26th
- IND 401(k)
- IND near Unisys Savings Plan for Puerto Rico Employees
- IND ind #4278
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 Georgia →
Marks & Williams LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Marks & Williams LLC multi-year asset trail
Sponsor-wide plan assets over time
All Marks & Williams LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 100.5060537745158% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $694K |
| 2023 | 1 | 4 | $1M |
| 2024 | 1 | 4 | $1M |
Marks & Williams LLC filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $382K |
| Employer EIN | 582279621 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $19.3B · 452,126
- Delta 401(k) Retirement Plan $19.0B · 89,836
- Delta 401(k) Retirement Plan for Pilots $15.9B · 14,473
- UPS 401(k) Savings Plan $14.2B · 95,250
- The Home Depot Futurebuilder $14.1B · 398,464
Marks & Williams LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Unisys Savings Plan for Puerto Rico Employees in PA ($1M); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Jab Investments, Inc. 401(k) Plan (WI) 4 · 0 off
- Jlj Inc 401(k) Profit Sharing Plan (TX) 4 · 0 off
- Sc Baker Enterprises, Inc 401(k) Plan (ID) 4 · 0 off
- Arbuckle Dental 401(k) Plan (UT) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.