Profit Sharing ยท DOL Form 5500 ยท 2024

Marquis Management, LLC.401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA, verify with linked source filings below.

$42M
Total assets
441
Participants
69th
Percentile by assets

Sponsored by Marquis Management, LLC. ยท Illinois ยท Manufacturing

What the 2024 filing shows

Marquis Management, LLC.401(k) Plan holds $42M for 441 participants - about $95,318 per participant, above the median plan by assets, up 6.9% over the 2024 plan year.

$42M
total plan assets (2024 EOY)
441
covered participants
69th
percentile by assets (of 67,083 plans)
$95,318
avg assets per participant
Total Assets (2023)
$42M
Participants
441
State
Industry
Manufacturing

What the Filing Says About Marquis Management, LLC.401(k) Plan

Marquis Management, LLC.401(k) Plan is a Profit Sharing retirement plan sponsored by Marquis Management, LLC., headquartered in Illinois. As of the 2024 Form 5500 filing, the plan reports $42M in total end-of-year assets and covers 441 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 272129006, and the plan has been effective since 2006-12-08. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $39M at the beginning of 2024 to $42M at year-end - a gain of 6.9%. Net assets (after liabilities) closed the year at $42M, with reported net income of $3M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$39M
Total Assets (End of Year)$42M
Net Assets (End of Year)$42M
Net Income$3M
Plan TypeProfit Sharing
Employer EIN272129006
Plan Effective Date2006-12-08
Filing StatusFILING RECEIVED

Sponsor Plan History (Marquis Management, LLC.)

Year Plans Participants Total Assets
2022 1 363 $29M
2023 1 439 $39M
2024 1 441 $42M

Nearby Profit Sharing Plans in Illinois

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Frequently Asked Questions

How much money is in the Marquis Management, LLC.401(k) Plan?
As of the 2024 Form 5500 filing, Marquis Management, LLC.401(k) Plan holds $42M in total assets with 441 participants. It is sponsored by Marquis Management, LLC..
What type of plan is Marquis Management, LLC.401(k) Plan?
Marquis Management, LLC.401(k) Plan is a Profit Sharing plan. It has been effective since 2006-12-08. The plan is filed with the U.S. Department of Labor under EIN 272129006.
Who sponsors the Marquis Management, LLC.401(k) Plan?
Marquis Management, LLC.401(k) Plan is sponsored by Marquis Management, LLC., located in Illinois. The sponsor's EIN is 272129006 and the plan operates in the Manufacturing industry.
How did Marquis Management, LLC.401(k) Plan perform in 2024?
Marquis Management, LLC.401(k) Plan grew by 6.9% during 2024, moving from $39M to $42M in total assets. Net income was $3M.
Where can I find official filings for Marquis Management, LLC.401(k) Plan?
Official Form 5500 filings for Marquis Management, LLC.401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 272129006 or plan name at efast.dol.gov.
How does Marquis Management, LLC.401(k) Plan compare to other plans?
You can compare Marquis Management, LLC.401(k) Plan against other Profit Sharing plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks all 402,674 ERISA-covered retirement plans in the U.S. that filed a Form 5500 for the 2023 plan year.

Explore PlainRetire

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 272129006.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.