401(k) · DOL Form 5500 · 2024

Marjen Capital Management, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5
Participants Small participant base
29th
Percentile by assets National rank
$373,732
Avg per participant High balance/head
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Official DOL plan name: Marjen Capital Management, Inc. 401(k) Profit Sharing Plan · Sponsored by Marjen Capital Management, Inc. · Texas · Management of Enterprises

$2M in assets, 5 participants

Marjen Capital Management, Inc.'s Marjen Capital Management, Inc. 401(k) Profit Sharing Plan reported $2M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #224 in Management of Enterprises (1,133 peers)

Marjen Capital Management, Inc. multi-year trail

Marjen Capital Management, Inc.'s plans moved +57.5% in assets from 2022 to 2024; this filing shows Marjen Capital Management, Inc. 401(k) Profit Sharing Plan at $2M / 5 participants.

#224
in Management of Enterprises (1,133 peers)
+30.9%
assets growth YoY

Marjen Capital Management, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Marjen Capital Management, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,868,660 29th percentile higher than 29% 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

Marjen Capital Management, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marjen Capital Management, Inc. 401(k) Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Marjen Capital Management, Inc. 401(k) Profit Sharing Plan reported net income rose from $243K in the plan year 2023 filing to $441K in the plan year 2024 filing.
  • Marjen Capital Management, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 270181674 · Marjen Capital Management, Inc. PY 2024 · 401(k)

Marjen Capital Management, Inc. 401(k) Profit Sharing Plan · $2M · 5 · 29th

  • PART $2M
  • PART 5
  • PART 29th
  • PART 401(k)
  • PART near Somma Pharmaceutical Co Ltd 401(k) Profit Sharing Plan
  • PART ind #224

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 Management of Enterprises retirement plans → · Plans in Texas →

Marjen Capital Management, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Marjen Capital Management, Inc. 401(k) Profit Sharing PlanMarjen Capital Management, I…$2MSomma Pharmaceutical Co Ltd 401(k) Profit Sharing PlanSomma Pharmaceutical Co Ltd …$2MSbera 401(k) Plan as Adopted by Millbury National BankSbera 401(k) Plan as Adopted…$2MProfessional Management Enterprises, Inc. Retirement Readiness PlanProfessional Management Ente…$2MBroadway Dental Associates PA 401(k) PlanBroadway Dental Associates P…$2M
End-of-year total assets ($M) among Marjen Capital Management, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Marjen Capital Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Marjen Capital Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 57.47302920649153% vs 2022
2024 filing year
$1M$1.5M$2M 202220232024 $1.19M $1.87M ▲ +57.1%
Year Plans Participants Total Assets
2022 1 5 $1M
2023 1 5 $1M
2024 1 5 $2M

Marjen Capital Management, Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$441K
Employer EIN270181674
Plan Effective Date2009-05-21
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Marjen Capital Management, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Marjen Capital Management, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.00186866 · Participants: 5Marjen Capital Management, Inc. 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Marjen Capital Management, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Marjen Capital Management, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Marjen Capital Management, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Somma Pharmaceutical Co Ltd 401(k) Profit Sharing Plan in NY ($2M); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Marjen Capital Management, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Marjen Capital Management, Inc. 401(k) Profit Sharing Plan surged - up 30.9% during 2024, from $1M to $2M. Reported net income was $441K.
How have Marjen Capital Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marjen Capital Management, Inc.'s sponsor-wide assets grew 57.5%, from $1M to $2M.
Which 401(k) plans are similar in size to Marjen Capital Management, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Somma Pharmaceutical Co Ltd 401(k) Profit Sharing Plan in NY ($2M, 5 participants).
Which 401(k) plans cover a similar participant headcount to Marjen Capital Management, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nasr Psychiatric Services 401(k) Plan in IN (5 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 270181674.

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.