401(k) · DOL Form 5500 · 2024
Marx/Okubo Associates, Ltd. 401(k) Plan
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 222
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $176,900
- Avg per participant Above avg balance/head
Official DOL plan name: Marx/Okubo Associates, Ltd. 401(k) Profit Sharing Plan and Trust · Sponsored by Marx/Okubo Associates, Ltd. · Colorado · Professional & Technical Services
$39M in assets, 222 participants
Marx/Okubo Associates, Ltd.'s Marx/Okubo Associates, Ltd. 401(k) Profit Sharing Plan and Trust reported $39M in total assets and 222 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- #16,479 in Professional & Technical Services (20,173 peers)
Where Marx/Okubo Associates, Ltd. 401(k) Profit Sharing Plan and Trust sits by assets
Marx/Okubo Associates, Ltd. 401(k) Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $39M for 222 participants (~$176,900/participant), up 18.6% in 2024.
- #16,479
- in Professional & Technical Services (20,173 peers)
- +18.6%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Marx/Okubo Associates, Ltd. 401(k) Profit Sharing Plan and Trust's outsized position by total assets
Marx/Okubo Associates, Ltd. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$39,271,767 Top 19% higher than 81% 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
Marx/Okubo Associates, Ltd. 401(k) Profit Sharing Plan and Trust among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marx/Okubo Associates, Ltd. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (222 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Marx/Okubo Associates, Ltd. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $33M in the plan year 2023 filing to $39M in the plan year 2024 filing.
- Marx/Okubo Associates, Ltd. 401(k) Profit Sharing Plan and Trust reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Marx/Okubo Associates, Ltd. 401(k) Profit Sharing Plan and Trust reported participants fell from 240 in the plan year 2023 filing to 222 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 840887811 · Marx/Okubo Associates, Ltd. PY 2024 · 401(k)
Marx/Okubo Associates, Ltd. 401(k) Profit Sharing Plan and Trust · $39M · 222 · 81st
- PCT $39M
- EIN 222
- RANK 81st
- PHOTO 401(k)
- IND near M-D Building Products, Inc. 401(k) Plan
- EOY ind #16479
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 Colorado →
Marx/Okubo Associates, Ltd. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | $6M |
| Employer EIN | 840887811 |
| Plan Effective Date | 1985-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Marx/Okubo Associates, Ltd.)
Sponsor-wide plan assets over time
All Marx/Okubo Associates, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $64M 24.48314911679732% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 357 | $52M |
| 2023 | 2 | 418 | $57M |
| 2024 | 2 | 420 | $64M |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.8B · 57,900
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.3B · 9,935
- Arcadis U.S., Inc. Retirement Savings Plan $2.3B · 7,607
- Empower Retirement, LLC 401(k) Savings Plan $2.2B · 10,185
- Woodward Retirement Savings Plan $2.0B · 6,210
Marx/Okubo Associates, Ltd. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is M-D Building Products, Inc. 401(k) Plan in OK ($39M); by covered participants it is Brown & Crouppen, P. C. 401(k) Retirement Plan in MO (222 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
Similar participant headcount
Nearest other-state filings by covered participants (222 participants); asset peers above are excluded.
- Brown & Crouppen, P. C. 401(k) Retirement Plan (MO) 222 · 0 off
- Gerresheimer Peachtree City, Inc. 401(k) Plan (GA) 222 · 0 off
- Jetson Mailer 401(k) Plan (IL) 222 · 0 off
- A.C. Miller Concrete Products, Inc. 401(k) Profit Sharing Plan (PA) 222 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.