401(k) · DOL Form 5500 · 2024

Mark IV Capital, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
54
Participants Small participant base
75th
Percentile by assets National rank
$495,404
Avg per participant High balance/head
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Official DOL plan name: The Mark IV Capital 401(k) Plan · Sponsored by Mark IV Capital, Inc. · California · Real Estate

$27M in assets, 54 participants

Mark IV Capital, Inc.'s The Mark IV Capital 401(k) Plan reported $27M in total assets and 54 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.

  • #4,068 in Real Estate (4,605 peers)

Where The Mark IV Capital 401(k) Plan sits by assets

The Mark IV Capital 401(k) Plan sits in the top quartile of all filed plans by assets, $27M for 54 participants (~$495,404/participant), up 23.4% in 2024.

#4,068
in Real Estate (4,605 peers)
+23.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Mark IV Capital 401(k) Plan's outsized position by total assets

The Mark IV Capital 401(k) Plan vs every filed plan by assets

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

$26,751,793 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

The Mark IV Capital 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Mark IV Capital 401(k) Plan is a small filing (54 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Mark IV Capital 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • The Mark IV Capital 401(k) Plan end-of-year assets rose from $22M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • The Mark IV Capital 401(k) Plan reported participants rose from 45 in the plan year 2023 filing to 54 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 952864728 · Mark IV Capital, Inc. PY 2024 · 401(k)

The Mark IV Capital 401(k) Plan · $27M · 54 · 75th

  • SCH $27M
  • EBSA 54
  • PART 75th
  • TYPE 401(k)
  • NET near Topre America Corporation 401(k) Retirement Plan
  • BOOK ind #4068

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 Real Estate retirement plans → · Plans in California →

The Mark IV Capital 401(k) Plan in the asset neighbourhood

The Mark IV Capital 401(k) PlanThe Mark IV Capital 401(k) P…$27MTopre America Corporation 401(k) Retirement PlanTopre America Corporation 40…$27MTechnology Concepts & Design, Inc. Employee Stock Ownership and Savings PlanTechnology Concepts & Design…$27MNoom, Inc. 401(k) Plan$27MUniek, Inc. Employees' Retirement PlanUniek, Inc. Employees' Retir…$27M
End-of-year total assets ($M) among The Mark IV Capital 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$27M
Net Income$5M
Employer EIN952864728
Plan Effective Date1994-11-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Mark IV Capital, Inc.)

Sponsor-wide plan assets over time

All Mark IV Capital, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 23.40179098198639% vs 2023
2024 filing year
$20M$22M$24M$26M$28M 20232024 $21.7M $26.8M ▲ +23.4%
Year Plans Participants Total Assets
2023 1 45 $22M
2024 1 54 $27M

Nearby 401(k) Plans in California

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

The Mark IV Capital 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants The Mark IV Capital 401(k) Plan, Total assets ($B): 0.026751793 · Participants: 54The Mark IV Capital 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
The Mark IV Capital 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Mark IV Capital 401(k) Plan side-by-side with 3 peers →

The Mark IV Capital 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Topre America Corporation 401(k) Retirement Plan in AL ($27M); by covered participants it is West Tennessee Ready Mix 401(k) Plan in TN (54 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (54 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 The Mark IV Capital 401(k) Plan assets move in 2024? ▼
The Mark IV Capital 401(k) Plan grew sharply - up 23.4% during 2024, from $22M to $27M. Reported net income was $5M.
How have Mark IV Capital, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Mark IV Capital, Inc.'s sponsor-wide assets grew 23.4%, from $22M to $27M.
Where does The Mark IV Capital 401(k) Plan rank by assets among Form 5500 filers? ▼
The Mark IV Capital 401(k) 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 The Mark IV Capital 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Topre America Corporation 401(k) Retirement Plan in AL ($27M, 2,063 participants).
Which 401(k) plans cover a similar participant headcount to The Mark IV Capital 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is West Tennessee Ready Mix 401(k) Plan in TN (54 participants, $112K 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 952864728.

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.