401(k) · DOL Form 5500 · 2024

Empire Marketing Strategies, Inc. 401(k) Plan

Data updated 2026-08-25

$75M
Total assets Below avg plan size
1,222
Participants Near avg headcount
88th
Percentile by assets National rank
$61,532
Avg per participant Low balance/head
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Official DOL plan name: Retail Specialists 401(k) Plan · Sponsored by Empire Marketing Strategies, Inc. · Ohio · Wholesale Trade

$75M in assets, 1,222 participants

Empire Marketing Strategies, Inc.'s Retail Specialists 401(k) Plan reported $75M in total assets and 1,222 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.

  • #5,461 in Wholesale Trade (6,080 peers)

Where Retail Specialists 401(k) Plan sits by assets

Retail Specialists 401(k) Plan sits in the top quartile of all filed plans by assets, $75M for 1,222 participants (~$61,532/participant), up 12.3% in 2024.

#5,461
in Wholesale Trade (6,080 peers)
+12.3%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Retail Specialists 401(k) Plan's outsized position by total assets

Retail Specialists 401(k) Plan vs every filed plan by assets

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

$75,192,538 Top 12% higher than 88% 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

Retail Specialists 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retail Specialists 401(k) Plan lands in the large band (1,222 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Retail Specialists 401(k) Plan end-of-year assets rose from $67M in the plan year 2023 filing to $75M in the plan year 2024 filing.
  • Retail Specialists 401(k) Plan reported net income fell from $9M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Retail Specialists 401(k) Plan reported participants rose from 1,181 in the plan year 2023 filing to 1,222 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 311133276 · Empire Marketing Strategies, Inc. PY 2024 · 401(k)

Retail Specialists 401(k) Plan · $75M · 1,222 · 88th

  • RANK $75M
  • PHOTO 1,222
  • IND 88th
  • EOY 401(k)
  • 5500 near Glencore Ltd. 401(k) Savings Plan
  • ASSETS ind #5461

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 Ohio →

Retail Specialists 401(k) Plan in the asset neighbourhood

Mariner Savings Plan$75MTravis Credit Union 401(k) Retirement PlanTravis Credit Union 401(k) R…$75MRetail Specialists 401(k) PlanRetail Specialists 401(k) Pl…$75MGlencore Ltd. 401(k) Savings PlanGlencore Ltd. 401(k) Savings…$75MRockefeller Philanthropy Advisors 401(k) PlanRockefeller Philanthropy Adv…$75M
End-of-year total assets ($M) among Retail Specialists 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)$67M
Net Assets (End of Year)$75M
Net Income$8M
Employer EIN311133276
Plan Effective Date1992-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Empire Marketing Strategies, Inc.)

Sponsor-wide plan assets over time

All Empire Marketing Strategies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$75M 30.44141122261007% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $57.6M $75.2M ▲ +30.4%
Year Plans Participants Total Assets
2022 1 1,143 $58M
2023 1 1,181 $67M
2024 1 1,222 $75M

Nearby 401(k) Plans in Ohio

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

Retail Specialists 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Retail Specialists 401(k) Plan, Total assets ($B): 0.075192538 · Participants: 1222Retail Specialists 401(k) PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Retail Specialists 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Retail Specialists 401(k) Plan side-by-side with 3 peers →

Retail Specialists 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Glencore Ltd. 401(k) Savings Plan in NY ($75M); by covered participants it is Ancestry Retirement Savings and Investment Plan in UT (1,222 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($75M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,222 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 Retail Specialists 401(k) Plan assets move in 2024? ▼
Retail Specialists 401(k) Plan grew at a solid clip - up 12.3% during 2024, from $67M to $75M. Reported net income was $8M.
How have Empire Marketing Strategies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Empire Marketing Strategies, Inc.'s sponsor-wide assets grew 30.4%, from $58M to $75M.
Where does Retail Specialists 401(k) Plan rank by assets among Form 5500 filers? ▼
Retail Specialists 401(k) Plan ranks in the 88th 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 Retail Specialists 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Glencore Ltd. 401(k) Savings Plan in NY ($75M, 328 participants).
Which 401(k) plans cover a similar participant headcount to Retail Specialists 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ancestry Retirement Savings and Investment Plan in UT (1,222 participants, $220M 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 311133276.

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.