401(k) · DOL Form 5500 · 2024

Marathon Asset Management, LP 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
163
Participants Small participant base
81st
Percentile by assets National rank
$232,377
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Marathon Asset Management, LP 401(k) Plan · Sponsored by Marathon Asset Management, LP · New York · Finance & Insurance

$38M in assets, 163 participants

Marathon Asset Management, LP's Marathon Asset Management, LP 401(k) Plan reported $38M in total assets and 163 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.

  • #5,984 in Finance & Insurance (8,549 peers)

Coverage in New York

Marathon Asset Management, LP 401(k) Plan covers 163 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $38M.

#5,984
in Finance & Insurance (8,549 peers)
+23.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Marathon Asset Management, LP 401(k) Plan's outsized position by total assets

Marathon Asset Management, LP 401(k) Plan vs every filed plan by assets

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

$37,877,396 Top 19% higher than 81% 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

Marathon Asset Management, LP 401(k) Plan 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. Marathon Asset Management, LP 401(k) Plan sits mid-pack in the medium band (163 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Marathon Asset Management, LP 401(k) Plan end-of-year assets rose from $31M in the plan year 2023 filing to $38M in the plan year 2024 filing.
  • Marathon Asset Management, LP 401(k) Plan reported participants rose from 145 in the plan year 2023 filing to 163 in the plan year 2024 filing.
  • Marathon Asset Management, LP 401(k) Plan reported net income rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 133979511 · Marathon Asset Management, LP PY 2024 · 401(k)

Marathon Asset Management, LP 401(k) Plan · $38M · 163 · 81st

  • PART $38M
  • TYPE 163
  • NET 81st
  • BOOK 401(k)
  • VS-ST near Quinn Evans Architects, Inc. Employee Retirement Benefit Plan
  • BOY ind #5984

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 New York →

Marathon Asset Management, LP 401(k) Plan in the asset neighbourhood

Bernstein Management Corporation Employee 401(k) PlanBernstein Management Corpora…$38MMiba Industrial Bearings 401(k) PlanMiba Industrial Bearings 401…$38MMarathon Asset Management, LP 401(k) PlanMarathon Asset Management, L…$38MQuinn Evans Architects, Inc. Employee Retirement Benefit PlanQuinn Evans Architects, Inc.…$38MAffinity Gaming Retirement Savings PlanAffinity Gaming Retirement S…$38M
End-of-year total assets ($M) among Marathon Asset Management, LP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$38M
Net Income$7M
Employer EIN133979511
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marathon Asset Management, LP)

Sponsor-wide plan assets over time

All Marathon Asset Management, LP plans reported in each filing year

Latest sponsor-wide plan assets
$38M 56.64832580724513% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $24.2M $37.9M ▲ +56.7%
Year Plans Participants Total Assets
2022 1 114 $24M
2023 1 145 $31M
2024 1 163 $38M

Nearby 401(k) Plans in New York

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

Marathon Asset Management, LP 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Marathon Asset Management, LP 401(k) Plan, Total assets ($B): 0.037877396 · Participants: 163Marathon Asset Management, LP 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Marathon Asset Management, LP 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Marathon Asset Management, LP 401(k) Plan side-by-side with 3 peers →

Marathon Asset Management, LP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Quinn Evans Architects, Inc. Employee Retirement Benefit Plan in MI ($38M); by covered participants it is Kessler's, Inc. 401(k) Retirement Plan in SD (163 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (163 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 Marathon Asset Management, LP 401(k) Plan assets move in 2024? ▼
Marathon Asset Management, LP 401(k) Plan grew sharply - up 23.3% during 2024, from $31M to $38M. Reported net income was $7M.
How have Marathon Asset Management, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marathon Asset Management, LP's sponsor-wide assets grew 56.6%, from $24M to $38M.
Where does Marathon Asset Management, LP 401(k) Plan rank by assets among Form 5500 filers? ▼
Marathon Asset Management, LP 401(k) Plan ranks in the 81st 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 Marathon Asset Management, LP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Quinn Evans Architects, Inc. Employee Retirement Benefit Plan in MI ($38M, 219 participants).
Which 401(k) plans cover a similar participant headcount to Marathon Asset Management, LP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kessler's, Inc. 401(k) Retirement Plan in SD (163 participants, $4M 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 133979511.

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.