401(k) · DOL Form 5500 · 2023

Malserk, Inc. 401(k) Plan

Data updated 2026-08-25

$362K
Total assets Small plan by assets
3
Participants Small participant base
15th
Percentile by assets National rank
$120,554
Avg per participant Near avg balance/head
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Official DOL plan name: Malserk Retirement Plan · Sponsored by Malserk, Inc. · Connecticut · Finance & Insurance

$362K in assets, 3 participants

Malserk, Inc.'s Malserk Retirement Plan reported $362K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

  • #783 in Finance & Insurance (8,869 peers)

Malserk, Inc. multi-year trail

Malserk, Inc.'s plans moved -10.7% in assets from 2022 to 2024; this filing shows Malserk Retirement Plan at $362K / 3 participants.

#783
in Finance & Insurance (8,869 peers)
-33.3%
assets change YoY

The plan reported a net loss of $180K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Malserk Retirement Plan among the smaller filed plans by assets

Malserk Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$361,661 15th percentile higher than 15% of 127,068 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 2023

Malserk Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Malserk Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Malserk Retirement Plan reported participants rose from 1 in the plan year 2022 filing to 3 in the plan year 2023 filing.
  • Malserk Retirement Plan reported net income fell from $542K in the plan year 2022 filing to -$180K in the plan year 2023 filing.
  • Malserk Retirement Plan end-of-year assets fell from $542K in the plan year 2022 filing to $362K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 880922664 · Malserk, Inc. PY 2023 · 401(k)

Malserk Retirement Plan · $362K · 3 · 15th

  • PART $362K
  • PART 3
  • PART 15th
  • PART 401(k)
  • PART near R2 Marketing Inc 401(k) Profit Sharing Plan & Trust
  • PART ind #783

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 Connecticut →

Malserk Retirement Plan in the asset neighbourhood

Malserk Retirement Plan$362KR2 Marketing Inc 401(k) Profit Sharing Plan & TrustR2 Marketing Inc 401(k) Prof…$362KTrimountain Corporation 401(k) PlanTrimountain Corporation 401(…$362KEhw Services II Inc 401(k) PlanEhw Services II Inc 401(k) P…$362KSnbc, Inc 401(k) Plan$362K
End-of-year total assets ($M) among Malserk Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Malserk, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Malserk, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$484K 10.747816140726323% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M 202220232024 $0.54M $0.48M ▼ -11.1%
Year Plans Participants Total Assets
2022 1 1 $542K
2023 1 3 $362K
2024 1 3 $484K

Malserk, Inc. filing trail (2023)

Total Assets (Beginning of Year)$542K
Net Assets (End of Year)$362K
Net Income-$180K
Employer EIN880922664
Plan Effective Date2022-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Malserk Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Malserk Retirement Plan, Total assets ($B): 0.000361661 · Participants: 3Malserk Retirement PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Malserk Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Malserk Retirement Plan side-by-side with 3 peers →

Malserk Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is R2 Marketing Inc 401(k) Profit Sharing Plan & Trust in CA ($362K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($362K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Malserk Retirement Plan assets move in 2023? ▼
Malserk Retirement Plan contracted severely - down 33.3% during 2023, from $542K to $362K. Reported net income was -$180K.
How have Malserk, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Malserk, Inc.'s sponsor-wide assets declined 10.7%, from $542K to $484K.
Where does Malserk Retirement Plan rank by assets among Form 5500 filers? ▼
Malserk Retirement Plan ranks in the 15th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Malserk Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is R2 Marketing Inc 401(k) Profit Sharing Plan & Trust in CA ($362K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Malserk Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 880922664.

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.