401(k) · DOL Form 5500 · 2024

Annandale Marketplace Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
154
Participants Small participant base
39th
Percentile by assets National rank
$27,269
Avg per participant Low balance/head
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Official DOL plan name: The Marketplace Employee Retirement Plan · Sponsored by Annandale Marketplace Inc. · Minnesota · Retail Trade

$4M in assets, 154 participants

Annandale Marketplace Inc.'s The Marketplace Employee Retirement Plan reported $4M in total assets and 154 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #4,025 in Retail Trade (8,048 peers)

Coverage in Minnesota

The Marketplace Employee Retirement Plan covers 154 participants in Minnesota, about 14% of the average Minnesota filer (state average ~1,126 per filing). Assets: $4M.

#4,025
in Retail Trade (8,048 peers)
+6.1%
assets growth YoY

The Marketplace Employee Retirement Plan's mid-pack asset rank among Retail Trade and all filers

The Marketplace Employee Retirement Plan vs every filed plan by assets

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

$4,199,463 39th percentile higher than 39% 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

The Marketplace Employee 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. The Marketplace Employee Retirement Plan sits mid-pack in the medium band (154 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Marketplace Employee Retirement Plan reported net income fell from $331K in the plan year 2023 filing to $200K in the plan year 2024 filing.
  • The Marketplace Employee Retirement Plan reported participants fell from 201 in the plan year 2023 filing to 154 in the plan year 2024 filing.
  • The Marketplace Employee Retirement Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 141864664 · Annandale Marketplace Inc. PY 2024 · 401(k)

The Marketplace Employee Retirement Plan · $4M · 154 · 39th

  • EOY $4M
  • 5500 154
  • ASSETS 39th
  • PCT 401(k)
  • EIN near Pentecom Retirement Trust
  • RANK ind #4025

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 Retail Trade retirement plans → · Plans in Minnesota →

The Marketplace Employee Retirement Plan in the asset neighbourhood

The Marketplace Employee Retirement PlanThe Marketplace Employee Ret…$4MPentecom Retirement Trust$4MAgate, Inc. 401(k) Plan$4MSpecialty Interiors, Inc. 401(k) PlanSpecialty Interiors, Inc. 40…$4MChen and Chen, Cpa's a Prof. Corp. 401(k) Profit Sharing PlanChen and Chen, Cpa's a Prof.…$4M
End-of-year total assets ($M) among The Marketplace Employee Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$200K
Employer EIN141864664
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Annandale Marketplace Inc.)

Sponsor-wide plan assets over time

All Annandale Marketplace Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 14.273061007576457% vs 2022
2024 filing year
$3.6M$3.8M$4M$4.2M$4.4M 202220232024 $3.67M $4.2M ▲ +14.4%
Year Plans Participants Total Assets
2022 1 193 $4M
2023 1 201 $4M
2024 1 154 $4M

Nearby 401(k) Plans in Minnesota

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

The Marketplace Employee Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants The Marketplace Employee Retirement Plan, Total assets ($B): 0.004199463 · Participants: 154The Marketplace Employee Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
The Marketplace Employee Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare The Marketplace Employee Retirement Plan side-by-side with 3 peers →

The Marketplace Employee Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Pentecom Retirement Trust in TX ($4M); by covered participants it is 401(k) Savings Plan for Peter Marino Architect, PLLC in NY (154 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (154 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 The Marketplace Employee Retirement Plan assets move in 2024? ▼
The Marketplace Employee Retirement Plan grew at a solid clip - up 6.1% during 2024, from $4M to $4M. Reported net income was $200K.
How have Annandale Marketplace Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Annandale Marketplace Inc.'s sponsor-wide assets grew 14.3%, from $4M to $4M.
Which 401(k) plans are similar in size to The Marketplace Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pentecom Retirement Trust in TX ($4M, 91 participants).
Which 401(k) plans cover a similar participant headcount to The Marketplace Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 401(k) Savings Plan for Peter Marino Architect, PLLC in NY (154 participants, $36M 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 141864664.

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.