401(k) · DOL Form 5500 · 2024

Marotta Controls, Inc. 401(k) Plan

Data updated 2026-08-25

$87M
Total assets Below avg plan size
631
Participants Below avg headcount
89th
Percentile by assets National rank
$137,486
Avg per participant Near avg balance/head
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Official DOL plan name: Marotta Controls, Inc. Employees 401(k) Plan · Sponsored by Marotta Controls, Inc. · New Jersey · Manufacturing

$87M in assets, 631 participants

Marotta Controls, Inc.'s Marotta Controls, Inc. Employees 401(k) Plan reported $87M in total assets and 631 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #15,005 in Manufacturing (17,777 peers)

Where Marotta Controls, Inc. Employees 401(k) Plan sits by assets

Marotta Controls, Inc. Employees 401(k) Plan sits in the top quartile of all filed plans by assets, $87M for 631 participants (~$137,486/participant), up 13.9% in 2024.

#15,005
in Manufacturing (17,777 peers)
+13.9%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Marotta Controls, Inc. Employees 401(k) Plan's outsized position by total assets

Marotta Controls, Inc. Employees 401(k) Plan vs every filed plan by assets

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

$86,753,421 Top 11% higher than 89% 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

Marotta Controls, Inc. Employees 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. Marotta Controls, Inc. Employees 401(k) Plan sits mid-pack in the medium band (631 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Marotta Controls, Inc. Employees 401(k) Plan reported net income fell from $15M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Marotta Controls, Inc. Employees 401(k) Plan reported participants rose from 501 in the plan year 2023 filing to 631 in the plan year 2024 filing.
  • Marotta Controls, Inc. Employees 401(k) Plan end-of-year assets rose from $76M in the plan year 2023 filing to $87M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 221528122 · Marotta Controls, Inc. PY 2024 · 401(k)

Marotta Controls, Inc. Employees 401(k) Plan · $87M · 631 · 89th

  • RANK $87M
  • PHOTO 631
  • IND 89th
  • EOY 401(k)
  • 5500 near Clear Touch Interactive Retirement Plan
  • ASSETS ind #15005

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 Manufacturing retirement plans → · Plans in New Jersey →

Marotta Controls, Inc. Employees 401(k) Plan in the asset neighbourhood

Clear Touch Interactive Retirement PlanClear Touch Interactive Reti…$87MMarotta Controls, Inc. Employees 401(k) PlanMarotta Controls, Inc. Emplo…$87MBurton 401(k) Incentive Savings PlanBurton 401(k) Incentive Savi…$87MFabsouth, LLC 401(k) Plan$87MThe 401(k) Plan$87M
End-of-year total assets ($M) among Marotta Controls, Inc. Employees 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$76M
Net Assets (End of Year)$87M
Net Income$11M
Employer EIN221528122
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marotta Controls, Inc.)

Sponsor-wide plan assets over time

All Marotta Controls, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$87M 40.886992122218636% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $61.6M $86.8M ▲ +40.9%
Year Plans Participants Total Assets
2022 1 443 $62M
2023 1 501 $76M
2024 1 631 $87M

Nearby 401(k) Plans in New Jersey

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

Marotta Controls, Inc. Employees 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Marotta Controls, Inc. Employees 401(k) Plan, Total assets ($B): 0.086753421 · Participants: 631Marotta Controls, Inc. Employees 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Marotta Controls, Inc. Employees 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Marotta Controls, Inc. Employees 401(k) Plan side-by-side with 3 peers →

Marotta Controls, Inc. Employees 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Clear Touch Interactive Retirement Plan in SC ($87M); by covered participants it is Numerator 401(k) Plan in IL (631 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($87M here).

Similar participant headcount

Nearest other-state filings by covered participants (631 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 Marotta Controls, Inc. Employees 401(k) Plan assets move in 2024? ▼
Marotta Controls, Inc. Employees 401(k) Plan grew at a solid clip - up 13.9% during 2024, from $76M to $87M. Reported net income was $11M.
How have Marotta Controls, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marotta Controls, Inc.'s sponsor-wide assets grew 40.9%, from $62M to $87M.
Where does Marotta Controls, Inc. Employees 401(k) Plan rank by assets among Form 5500 filers? ▼
Marotta Controls, Inc. Employees 401(k) Plan ranks in the 89th 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 Marotta Controls, Inc. Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Clear Touch Interactive Retirement Plan in SC ($87M, 54 participants).
Which 401(k) plans cover a similar participant headcount to Marotta Controls, Inc. Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Numerator 401(k) Plan in IL (631 participants, $68M 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 221528122.

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.