401(k) · DOL Form 5500 · 2024

Mar-Jon & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
6
Participants Small participant base
43rd
Percentile by assets National rank
$906,026
Avg per participant High balance/head
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Official DOL plan name: Mar-Jon & Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by Mar-Jon & Associates, Inc. · Florida · Wholesale Trade

$5M in assets, 6 participants

Mar-Jon & Associates, Inc.'s Mar-Jon & Associates, Inc. 401(k) Profit Sharing Plan reported $5M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,021 in Wholesale Trade (6,080 peers)

Mar-Jon & Associates, Inc. multi-year trail

Mar-Jon & Associates, Inc.'s plans moved +24.6% in assets from 2022 to 2024; this filing shows Mar-Jon & Associates, Inc. 401(k) Profit Sharing Plan at $5M / 6 participants.

#2,021
in Wholesale Trade (6,080 peers)
+13.7%
assets growth YoY

Mar-Jon & Associates, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Mar-Jon & Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$5,436,155 43rd percentile higher than 43% 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

Mar-Jon & Associates, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mar-Jon & Associates, Inc. 401(k) Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mar-Jon & Associates, Inc. 401(k) Profit Sharing Plan reported net income rose from $418K in the plan year 2023 filing to $655K in the plan year 2024 filing.
  • Mar-Jon & Associates, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 591585260 · Mar-Jon & Associates, Inc. PY 2024 · 401(k)

Mar-Jon & Associates, Inc. 401(k) Profit Sharing Plan · $5M · 6 · 43rd

  • ASSETS $5M
  • PCT 6
  • EIN 43rd
  • RANK 401(k)
  • PHOTO near 401(k) Profit Sharing Plan for Employees of North Star Community Services, Inc.
  • IND ind #2021

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 Wholesale Trade retirement plans → · Plans in Florida →

Mar-Jon & Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Mar-Jon & Associates, Inc. 401(k) Profit Sharing PlanMar-Jon & Associates, Inc. 4…$5M401(k) Profit Sharing Plan for Employees of North Star Community Services, Inc.401(k) Profit Sharing Plan f…$5MDentistry for Children & Adolescents, PC Profit Sharing Plan and TrustDentistry for Children & Ado…$5MImproveit 401(k) Plan$5MFitzwater and Dean, P.L.C. 401(k) PlanFitzwater and Dean, P.L.C. 4…$5M
End-of-year total assets ($M) among Mar-Jon & Associates, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Mar-Jon & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Mar-Jon & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 24.572053574538526% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.36M $5.44M ▲ +24.8%
Year Plans Participants Total Assets
2022 1 5 $4M
2023 1 6 $5M
2024 1 6 $5M

Mar-Jon & Associates, Inc. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$655K
Employer EIN591585260
Plan Effective Date1978-12-31
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Mar-Jon & Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Mar-Jon & Associates, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.005436155 · Participants: 6Mar-Jon & Associates, Inc. 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Mar-Jon & Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Mar-Jon & Associates, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Mar-Jon & Associates, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is 401(k) Profit Sharing Plan for Employees of North Star Community Services, Inc. in IA ($5M); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Mar-Jon & Associates, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Mar-Jon & Associates, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 13.7% during 2024, from $5M to $5M. Reported net income was $655K.
How have Mar-Jon & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mar-Jon & Associates, Inc.'s sponsor-wide assets grew 24.6%, from $4M to $5M.
Which 401(k) plans are similar in size to Mar-Jon & Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is 401(k) Profit Sharing Plan for Employees of North Star Community Services, Inc. in IA ($5M, 85 participants).
Which 401(k) plans cover a similar participant headcount to Mar-Jon & Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Caliche, Ltd 401(k) in TX (6 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 591585260.

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.