401(k) · DOL Form 5500 · 2024

Mariner Investment Group, LLC 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
124
Participants Small participant base
79th
Percentile by assets National rank
$274,048
Avg per participant High balance/head
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Official DOL plan name: Mariner Investment Group, LLC 401(k) Profit Sharing Plan · Sponsored by Mariner Investment Group, LLC · New York · Finance & Insurance

$34M in assets, 124 participants

Mariner Investment Group, LLC's Mariner Investment Group, LLC 401(k) Profit Sharing Plan reported $34M in total assets and 124 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #5,763 in Finance & Insurance (8,549 peers)

Coverage in New York

Mariner Investment Group, LLC 401(k) Profit Sharing Plan covers 124 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $34M.

#5,763
in Finance & Insurance (8,549 peers)
+18.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Mariner Investment Group, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Mariner Investment Group, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$33,981,925 Top 21% higher than 79% 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

Mariner Investment Group, LLC 401(k) Profit Sharing 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. Mariner Investment Group, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mariner Investment Group, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $29M in the plan year 2023 filing to $34M in the plan year 2024 filing.
  • Mariner Investment Group, LLC 401(k) Profit Sharing Plan reported participants rose from 111 in the plan year 2023 filing to 124 in the plan year 2024 filing.
  • Mariner Investment Group, LLC 401(k) Profit Sharing Plan reported net income rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 510661527 · Mariner Investment Group, LLC PY 2024 · 401(k)

Mariner Investment Group, LLC 401(k) Profit Sharing Plan · $34M · 124 · 79th

  • PART $34M
  • PART 124
  • PART 79th
  • PART 401(k)
  • PART near Dealersocket, Inc. 401(k) Plan
  • PART ind #5763

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 Finance & Insurance retirement plans → · Plans in New York →

Mariner Investment Group, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Mariner Investment Group, LLC 401(k) Profit Sharing PlanMariner Investment Group, LL…$34MDealersocket, Inc. 401(k) PlanDealersocket, Inc. 401(k) Pl…$34MSixteenth Street Community Health Center, Inc. Retirement PlanSixteenth Street Community H…$34MPolymer Additives, Inc. 401(k) Savings PlanPolymer Additives, Inc. 401(…$34MCulligan Safe Harbor Retirement Savings PlanCulligan Safe Harbor Retirem…$34M
End-of-year total assets ($M) among Mariner Investment Group, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$34M
Net Income$5M
Employer EIN510661527
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mariner Investment Group, LLC)

Sponsor-wide plan assets over time

All Mariner Investment Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$34M 41.78588440006356% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24M $34M ▲ +41.8%
Year Plans Participants Total Assets
2022 1 109 $24M
2023 1 111 $29M
2024 1 124 $34M

Nearby 401(k) Plans in New York

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

Mariner Investment Group, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Mariner Investment Group, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.033981925 · Participants: 124Mariner Investment Group, LLC 401(k) Profit Sharing PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Mariner Investment Group, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants

Mariner Investment Group, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Dealersocket, Inc. 401(k) Plan in TX ($34M); by covered participants it is General Aviation Flying Services, Inc. 401(k) Plan in NJ (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Mariner Investment Group, LLC 401(k) Profit Sharing Plan assets move in 2024?
Mariner Investment Group, LLC 401(k) Profit Sharing Plan grew sharply - up 18.2% during 2024, from $29M to $34M. Reported net income was $5M.
How have Mariner Investment Group, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Mariner Investment Group, LLC's sponsor-wide assets grew 41.8%, from $24M to $34M.
Where does Mariner Investment Group, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers?
Mariner Investment Group, LLC 401(k) Profit Sharing Plan ranks in the 79th 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 Mariner Investment Group, LLC 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Dealersocket, Inc. 401(k) Plan in TX ($34M, 790 participants).
Which 401(k) plans cover a similar participant headcount to Mariner Investment Group, LLC 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is General Aviation Flying Services, Inc. 401(k) Plan in NJ (124 participants, N/A in assets).