401(k) · DOL Form 5500 · 2024

Marion Desantis Team LLC 401(k) Plan

Data updated 2026-08-25

$184K
Total assets Small plan by assets
2
Participants Small participant base
10th
Percentile by assets National rank
$92,200
Avg per participant Below avg balance/head
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Official DOL plan name: Marion Desantis Team LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Marion Desantis Team LLC · New York · Professional & Technical Services

$184K in assets, 2 participants

Marion Desantis Team LLC's Marion Desantis Team LLC 401(k) Profit Sharing Plan & Trust reported $184K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 10th 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.

  • #1,608 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Marion Desantis Team LLC 401(k) Profit Sharing Plan & Trust holds $184K for 2 participants - about $92,200 per participant, among the smaller plans by assets on file.

#1,608
in Professional & Technical Services (20,173 peers)
$184K
reported net income

Marion Desantis Team LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Marion Desantis Team LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$184,399 10th percentile higher than 10% 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

Marion Desantis Team LLC 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marion Desantis Team LLC 401(k) Profit Sharing Plan & Trust is a micro filing (2 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 823675921 · Marion Desantis Team LLC PY 2024 · 401(k)

Marion Desantis Team LLC 401(k) Profit Sharing Plan & Trust · $184K · 2 · 10th

  • BOY $184K
  • BOY 2
  • BOY 10th
  • BOY 401(k)
  • BOY near Actos, Inc. 401(k) Profit Sharing Plan
  • BOY ind #1608

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 New York →

Marion Desantis Team LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Marion Desantis Team LLC 401(k) Profit Sharing Plan & TrustMarion Desantis Team LLC 401…$184KActos, Inc. 401(k) Profit Sharing PlanActos, Inc. 401(k) Profit Sh…$184KPfm Consulting, Inc. - Pension Transfer Trust PlanPfm Consulting, Inc. - Pensi…$184KAllele Capital Partners LLC 401(k) Profit Sharing Plan & TrustAllele Capital Partners LLC …$184KJan Serve LLC 401(k) Profit Sharing Plan & TrustJan Serve LLC 401(k) Profit …$184K
End-of-year total assets ($M) among Marion Desantis Team LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$184K
Net Income$184K
Employer EIN823675921
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Marion Desantis Team LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Marion Desantis Team LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000184399 · Participants: 2Marion Desantis Team LLC 401(k) Profit Sharing Plan & TrustIBM 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
Marion Desantis Team LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Marion Desantis Team LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Marion Desantis Team LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Actos, Inc. 401(k) Profit Sharing Plan in OR ($184K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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

Where does Marion Desantis Team LLC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Marion Desantis Team LLC 401(k) Profit Sharing Plan & Trust ranks in the 10th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Marion Desantis Team LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Actos, Inc. 401(k) Profit Sharing Plan in OR ($184K, 6 participants).
Which 401(k) plans cover a similar participant headcount to Marion Desantis Team LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 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 823675921.

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.