401(k) · DOL Form 5500 · 2024

Martis Capital Management, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
21
Participants Small participant base
50th
Percentile by assets National rank
$365,474
Avg per participant High balance/head
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Official DOL plan name: Martis Capital Management 401(k) Plan · Sponsored by Martis Capital Management, LLC · District of Columbia · Finance & Insurance

$8M in assets, 21 participants

Martis Capital Management, LLC's Martis Capital Management 401(k) Plan reported $8M in total assets and 21 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #2,968 in Finance & Insurance (8,549 peers)

Martis Capital Management, LLC multi-year trail

Martis Capital Management, LLC's plans moved +53.3% in assets from 2022 to 2024; this filing shows Martis Capital Management 401(k) Plan at $8M / 21 participants.

#2,968
in Finance & Insurance (8,549 peers)
+26.0%
assets growth YoY

Martis Capital Management 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Martis Capital Management 401(k) Plan vs every filed plan by assets

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

$7,674,958 Top 50% higher than 50% 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

Martis Capital Management 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. Martis Capital Management 401(k) Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Martis Capital Management 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Martis Capital Management 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Martis Capital Management 401(k) Plan reported participants rose from 18 in the plan year 2023 filing to 21 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 474605357 · Martis Capital Management, LLC PY 2024 · 401(k)

Martis Capital Management 401(k) Plan · $8M · 21 · 50th

  • BOOK $8M
  • VS-ST 21
  • BOY 50th
  • SCH 401(k)
  • EBSA near Atascadero Mutual Water Company 401(k) Plan
  • PART ind #2968

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 District of Columbia →

Martis Capital Management 401(k) Plan in the asset neighbourhood

Atascadero Mutual Water Company 401(k) PlanAtascadero Mutual Water Comp…$8MMartis Capital Management 401(k) PlanMartis Capital Management 40…$8MRademacher Companies Retirement Savings PlanRademacher Companies Retirem…$8MHavpak, Inc. 401(k) Plan$8MMoneycorp US Inc. 401(k) Plan$8M
End-of-year total assets ($M) among Martis Capital Management 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Martis Capital Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Martis Capital Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 53.31564117751052% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $5.01M $7.67M ▲ +53.1%
Year Plans Participants Total Assets
2022 1 18 $5M
2023 1 18 $6M
2024 1 21 $8M

Martis Capital Management, LLC filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN474605357
Plan Effective Date2018-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in District of Columbia

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

Martis Capital Management 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Martis Capital Management 401(k) Plan, Total assets ($B): 0.007674958 · Participants: 21Martis Capital Management 401(k) PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 6.46217777 · Participants: 23090Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 6.227697332 · Participants: 30641Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 4.602350192 · Participants: 8108Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.487396082 · Participants: 4201Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.905912868 · Participants: 1973Hogan Lovells US LLP Retirement Savings Plan
Martis Capital Management 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Martis Capital Management 401(k) Plan side-by-side with 3 peers →

Martis Capital Management 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Atascadero Mutual Water Company 401(k) Plan in CA ($8M); by covered participants it is Frontier Community Bank Employees' Retirement Plan in VA (21 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Martis Capital Management 401(k) Plan assets move in 2024? ▼
Martis Capital Management 401(k) Plan grew sharply - up 26.0% during 2024, from $6M to $8M. Reported net income was $2M.
How have Martis Capital Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Martis Capital Management, LLC's sponsor-wide assets grew 53.3%, from $5M to $8M.
Which 401(k) plans are similar in size to Martis Capital Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Atascadero Mutual Water Company 401(k) Plan in CA ($8M, 21 participants).
Which 401(k) plans cover a similar participant headcount to Martis Capital Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Frontier Community Bank Employees' Retirement Plan in VA (21 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 474605357.

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.