Profit Sharing · DOL Form 5500 · 2024
Marling & Associates Inc Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $573,162
- Avg per participant High balance/head
Official DOL plan name: Marling & Associates Inc Employees' Prft Sharing Pln & Trust · Sponsored by Marling & Associates Inc · Michigan · Wholesale Trade
$2M in assets, 3 participants
Marling & Associates Inc's Marling & Associates Inc Employees' Prft Sharing Pln & Trust reported $2M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.
- #1,032 in Wholesale Trade (6,080 peers)
Marling & Associates Inc multi-year trail
Marling & Associates Inc's plans moved +11.6% in assets from 2022 to 2024; this filing shows Marling & Associates Inc Employees' Prft Sharing Pln & Trust at $2M / 3 participants.
- #1,032
- in Wholesale Trade (6,080 peers)
- +8.6%
- assets growth YoY
Marling & Associates Inc Employees' Prft Sharing Pln & Trust among the smaller filed plans by assets
Marling & Associates Inc Employees' Prft Sharing Pln & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,719,486 28th percentile higher than 28% 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
Marling & Associates Inc Employees' Prft Sharing Pln & 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. Marling & Associates Inc Employees' Prft Sharing Pln & Trust is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Marling & Associates Inc Employees' Prft Sharing Pln & Trust reported net income rose from $43K in the plan year 2023 filing to $137K in the plan year 2024 filing.
- Marling & Associates Inc Employees' Prft Sharing Pln & Trust end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 381842614 · Marling & Associates Inc PY 2024 · Profit Sharing
Marling & Associates Inc Employees' Prft Sharing Pln & Trust · $2M · 3 · 28th
- IND $2M
- IND 3
- IND 28th
- IND Profit Sharing
- IND near Randal G. Bottenfield, Cpa, Ltd. Profit Sharing Plan
- IND ind #1032
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 Wholesale Trade retirement plans → · Plans in Michigan →
Marling & Associates Inc Employees' Prft Sharing Pln & Trust in the asset neighbourhood
Marling & Associates Inc multi-year asset trail
Sponsor-wide plan assets over time
All Marling & Associates Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 11.635290153485977% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $2M |
| 2023 | 1 | 3 | $2M |
| 2024 | 1 | 3 | $2M |
Marling & Associates Inc filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $137K |
| Employer EIN | 381842614 |
| Plan Effective Date | 1968-02-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Michigan
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Henry Ford Health System Retirement Savings Plan $1.8B · 13,461
- Hemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan $340M · 1,472
- Iron Workers Defined Contribution Pension Fund Plan $232M · 5,319
- NECA-IBEW Memphis Retirement Plan $230M · 2,755
- Plumbers and Pipefitters Local Union 520 Annuity Plan $220M · 1,639
Marling & Associates Inc Employees' Prft Sharing Pln & Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Michigan, the nearest Profit Sharing by assets is Randal G. Bottenfield, Cpa, Ltd. Profit Sharing Plan in VA ($2M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.