Profit Sharing ยท DOL Form 5500 ยท 2024

Marino Management, LLC 401(k) Plan

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

$25M
Total assets
171
Participants
57th
Percentile by assets

Sponsored by Marino Management, LLC ยท Connecticut ยท Finance & Insurance

What the 2024 filing shows

Marino Management, LLC 401(k) Plan holds $25M for 171 participants - about $146,234 per participant, above the median plan by assets, up 52.1% over the 2024 plan year.

$25M
total plan assets (2024 EOY)
171
covered participants
57th
percentile by assets (of 67,083 plans)
$146,234
avg assets per participant
Total Assets (2023)
$25M
Participants
171
State
Industry
Finance & Insurance

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

Marino Management, LLC 401(k) Plan is a Profit Sharing retirement plan sponsored by Marino Management, LLC, headquartered in Connecticut. As of the 2024 Form 5500 filing, the plan reports $25M in total end-of-year assets and covers 171 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 814706269, and the plan has been effective since 2021-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $16M at the beginning of 2024 to $25M at year-end - a gain of 52.1%. Net assets (after liabilities) closed the year at $25M, with reported net income of $9M 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 1 prior plan-year filing 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)$16M
Total Assets (End of Year)$25M
Net Assets (End of Year)$25M
Net Income$9M
Plan TypeProfit Sharing
Employer EIN814706269
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marino Management, LLC)

Year Plans Participants Total Assets
2023 1 146 $16M
2024 1 171 $25M

Nearby Profit Sharing Plans in Connecticut

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

Frequently Asked Questions

How much money is in the Marino Management, LLC 401(k) Plan?
As of the 2024 Form 5500 filing, Marino Management, LLC 401(k) Plan holds $25M in total assets with 171 participants. It is sponsored by Marino Management, LLC.
What type of plan is Marino Management, LLC 401(k) Plan?
Marino Management, LLC 401(k) Plan is a Profit Sharing plan. It has been effective since 2021-01-01. The plan is filed with the U.S. Department of Labor under EIN 814706269.
Who sponsors the Marino Management, LLC 401(k) Plan?
Marino Management, LLC 401(k) Plan is sponsored by Marino Management, LLC, located in Connecticut. The sponsor's EIN is 814706269 and the plan operates in the Finance & Insurance industry.
How did Marino Management, LLC 401(k) Plan perform in 2024?
Marino Management, LLC 401(k) Plan grew by 52.1% during 2024, moving from $16M to $25M in total assets. Net income was $9M.
Where can I find official filings for Marino Management, LLC 401(k) Plan?
Official Form 5500 filings for Marino Management, LLC 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 814706269 or plan name at efast.dol.gov.
How does Marino Management, LLC 401(k) Plan compare to other plans?
You can compare Marino Management, LLC 401(k) Plan against other Profit Sharing plans on the plan type page, or view plans in Connecticut 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 814706269.

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.