Other · DOL Form 5500 · 2024

Markey's Audio/Visual Employee Stock Ownership Plan

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

$81M
Total assets
284
Participants
81th
Percentile by assets

Sponsored by Markey's Audio Visual Inc. · Indiana · Construction

What the 2024 filing shows

Markey's Audio/Visual Employee Stock Ownership Plan holds $81M for 284 participants - about $283,974 per participant, in the top quartile of all filed plans by assets, up 29.4% over the 2024 plan year.

$81M
total plan assets (2024 EOY)
284
covered participants
81th
percentile by assets (of 67,083 plans)
$283,974
avg assets per participant
Total Assets (2023)
$81M
Participants
284
State
Industry
Construction

What the Filing Says About Markey's Audio/Visual Employee Stock Ownership Plan

Markey's Audio/Visual Employee Stock Ownership Plan is a Other retirement plan sponsored by Markey's Audio Visual Inc., headquartered in Indiana. As of the 2024 Form 5500 filing, the plan reports $81M in total end-of-year assets and covers 284 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 351467871, and the plan has been effective since 2012-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $62M at the beginning of 2024 to $81M at year-end - a gain of 29.4%. Net assets (after liabilities) closed the year at $69M, with reported net income of $10M 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)$62M
Total Assets (End of Year)$81M
Net Assets (End of Year)$69M
Net Income$10M
Plan TypeOther
Employer EIN351467871
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Markey's Audio Visual Inc.)

Year Plans Participants Total Assets
2022 2 339 $59M
2023 2 504 $83M
2024 2 567 $106M

Nearby Other Plans in Indiana

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

Frequently Asked Questions

How much money is in the Markey's Audio/Visual Employee Stock Ownership Plan?
As of the 2024 Form 5500 filing, Markey's Audio/Visual Employee Stock Ownership Plan holds $81M in total assets with 284 participants. It is sponsored by Markey's Audio Visual Inc..
What type of plan is Markey's Audio/Visual Employee Stock Ownership Plan?
Markey's Audio/Visual Employee Stock Ownership Plan is a Other plan. It has been effective since 2012-01-01. The plan is filed with the U.S. Department of Labor under EIN 351467871.
Who sponsors the Markey's Audio/Visual Employee Stock Ownership Plan?
Markey's Audio/Visual Employee Stock Ownership Plan is sponsored by Markey's Audio Visual Inc., located in Indiana. The sponsor's EIN is 351467871 and the plan operates in the Construction industry.
How did Markey's Audio/Visual Employee Stock Ownership Plan perform in 2024?
Markey's Audio/Visual Employee Stock Ownership Plan grew by 29.4% during 2024, moving from $62M to $81M in total assets. Net income was $10M.
Where can I find official filings for Markey's Audio/Visual Employee Stock Ownership Plan?
Official Form 5500 filings for Markey's Audio/Visual Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 351467871 or plan name at efast.dol.gov.
How does Markey's Audio/Visual Employee Stock Ownership Plan compare to other plans?
You can compare Markey's Audio/Visual Employee Stock Ownership Plan against other Other plans on the plan type page, or view plans in Indiana 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 351467871.

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.