401(k) · DOL Form 5500 · 2024
Marketwise Solutions LLC 401(k) Plan
Data updated 2026-08-25
- $77M
- Total assets Below avg plan size
- 574
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $133,661
- Avg per participant Near avg balance/head
Official DOL plan name: Marketwise Solutions LLC Savings and Retirement Plan · Sponsored by Marketwise Solutions LLC · Maryland · Information & Media
$77M in assets, 574 participants
Marketwise Solutions LLC's Marketwise Solutions LLC Savings and Retirement Plan reported $77M in total assets and 574 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- #2,361 in Information & Media (2,822 peers)
Where Marketwise Solutions LLC Savings and Retirement Plan sits by assets
Marketwise Solutions LLC Savings and Retirement Plan sits in the top quartile of all filed plans by assets, $77M for 574 participants (~$133,661/participant), up 13.4% in 2024.
- #2,361
- in Information & Media (2,822 peers)
- +13.4%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Marketwise Solutions LLC Savings and Retirement Plan's outsized position by total assets
Marketwise Solutions LLC Savings and Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$76,721,231 Top 12% higher than 88% 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
Marketwise Solutions LLC Savings and Retirement 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. Marketwise Solutions LLC Savings and Retirement Plan sits mid-pack in the medium band (574 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Marketwise Solutions LLC Savings and Retirement Plan reported net income fell from $16M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Marketwise Solutions LLC Savings and Retirement Plan reported participants fell from 719 in the plan year 2023 filing to 574 in the plan year 2024 filing.
- Marketwise Solutions LLC Savings and Retirement Plan end-of-year assets rose from $68M in the plan year 2023 filing to $77M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 352622970 · Marketwise Solutions LLC PY 2024 · 401(k)
Marketwise Solutions LLC Savings and Retirement Plan · $77M · 574 · 88th
- BOY $77M
- BOY 574
- BOY 88th
- BOY 401(k)
- BOY near Vita-Mix Companies 401(k) Plan
- BOY ind #2361
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 Information & Media retirement plans → · Plans in Maryland →
Marketwise Solutions LLC Savings and Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $68M |
|---|---|
| Net Assets (End of Year) | $77M |
| Net Income | $9M |
| Employer EIN | 352622970 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Marketwise Solutions LLC)
Sponsor-wide plan assets over time
All Marketwise Solutions LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $77M 49.44728183676645% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 739 | $51M |
| 2023 | 1 | 719 | $68M |
| 2024 | 1 | 574 | $77M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $51.4B · 96,812
- Marriott Retirement Savings Plan $11.7B · 101,417
- T. Rowe Price U.S. Retirement Program $4.9B · 6,639
- Nfl Player Second Career Savings Plan $4.1B · 2,771
- Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees $3.0B · 18,370
Marketwise Solutions LLC Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Vita-Mix Companies 401(k) Plan in OH ($77M); by covered participants it is Nederman Holding USA, Inc. 401(k) Plan in NC (574 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($77M here).
- Vita-Mix Companies 401(k) Plan (OH) $77M · 701
- Addepar 401(k) Plan (CA) $77M · 667
- Perpetual Capital 401(k) Plan (VA) $77M · 2,569
- National Bank Holdings Corporation 401(k) Plan (MO) $77M · 1,257
Similar participant headcount
Nearest other-state filings by covered participants (574 participants); asset peers above are excluded.
- Nederman Holding USA, Inc. 401(k) Plan (NC) 574 · 0 off
- Endurance Lift Holdings 401(k) Plan (TX) 574 · 0 off
- Avesis Retirement Investment Plan (AZ) 574 · 0 off
- Main Electric Supply Co. Savings and Investment Plan (CA) 574 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.