401(k) ยท DOL Form 5500 ยท 2024

Mariner Finance LLC 401(k) Plan

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

$113M
Total assets
2,134
Participants
85th
Percentile by assets

Sponsored by Mariner Finance, LLC ยท Maryland ยท Finance & Insurance

What the 2024 filing shows

Mariner Finance LLC 401(k) Plan holds $113M for 2,134 participants - about $52,808 per participant, in the top quartile of all filed plans by assets, up 22.5% over the 2024 plan year.

$113M
total plan assets (2024 EOY)
2,134
covered participants
85th
percentile by assets (of 67,083 plans)
$52,808
avg assets per participant
Total Assets (2023)
$113M
Participants
2,134
State
Industry
Finance & Insurance

What the Filing Says About Mariner Finance LLC 401(k) Plan

Mariner Finance LLC 401(k) Plan is a 401(k) retirement plan sponsored by Mariner Finance, LLC, headquartered in Maryland. As of the 2024 Form 5500 filing, the plan reports $113M in total end-of-year assets and covers 2,134 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 030433977, and the plan has been effective since 2010-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $92M at the beginning of 2024 to $113M at year-end - a gain of 22.5%. Net assets (after liabilities) closed the year at $113M, with reported net income of $16M 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)$92M
Total Assets (End of Year)$113M
Net Assets (End of Year)$113M
Net Income$16M
Plan Type401(k)
Employer EIN030433977
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mariner Finance, LLC)

Year Plans Participants Total Assets
2022 2 1,981 $103M
2023 2 2,138 $96M
2024 1 2,134 $113M

Nearby 401(k) Plans in Maryland

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

Frequently Asked Questions

How much money is in the Mariner Finance LLC 401(k) Plan?
As of the 2024 Form 5500 filing, Mariner Finance LLC 401(k) Plan holds $113M in total assets with 2,134 participants. It is sponsored by Mariner Finance, LLC.
What type of plan is Mariner Finance LLC 401(k) Plan?
Mariner Finance LLC 401(k) Plan is a 401(k) plan. It has been effective since 2010-01-01. The plan is filed with the U.S. Department of Labor under EIN 030433977.
Who sponsors the Mariner Finance LLC 401(k) Plan?
Mariner Finance LLC 401(k) Plan is sponsored by Mariner Finance, LLC, located in Maryland. The sponsor's EIN is 030433977 and the plan operates in the Finance & Insurance industry.
How did Mariner Finance LLC 401(k) Plan perform in 2024?
Mariner Finance LLC 401(k) Plan grew by 22.5% during 2024, moving from $92M to $113M in total assets. Net income was $16M.
Where can I find official filings for Mariner Finance LLC 401(k) Plan?
Official Form 5500 filings for Mariner Finance LLC 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 030433977 or plan name at efast.dol.gov.
How does Mariner Finance LLC 401(k) Plan compare to other plans?
You can compare Mariner Finance LLC 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Maryland 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 030433977.

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.