401(k) Β· DOL Form 5500 Β· 2024

Mariner Investment Group, LLC 401(k) Profit Sharing Plan

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

$34M
Total assets
124
Participants
64th
Percentile by assets

Sponsored by Mariner Investment Group, LLC Β· New York Β· Finance & Insurance

What the 2024 filing shows

Mariner Investment Group, LLC 401(k) Profit Sharing Plan holds $34M for 124 participants - about $274,048 per participant, above the median plan by assets, up 18.2% over the 2024 plan year.

$34M
total plan assets (2024 EOY)
124
covered participants
64th
percentile by assets (of 67,083 plans)
$274,048
avg assets per participant
Total Assets (2023)
$34M
Participants
124
State
Industry
Finance & Insurance

What the Filing Says About Mariner Investment Group, LLC 401(k) Profit Sharing Plan

Mariner Investment Group, LLC 401(k) Profit Sharing Plan is a 401(k) retirement plan sponsored by Mariner Investment Group, LLC, headquartered in New York. As of the 2024 Form 5500 filing, the plan reports $34M in total end-of-year assets and covers 124 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 510661527, and the plan has been effective since 2001-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $29M at the beginning of 2024 to $34M at year-end - a gain of 18.2%. Net assets (after liabilities) closed the year at $34M, with reported net income of $5M 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)$29M
Total Assets (End of Year)$34M
Net Assets (End of Year)$34M
Net Income$5M
Plan Type401(k)
Employer EIN510661527
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mariner Investment Group, LLC)

Year Plans Participants Total Assets
2022 1 109 $24M
2023 1 111 $29M
2024 1 124 $34M

Nearby 401(k) Plans in New York

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Frequently Asked Questions

How much money is in the Mariner Investment Group, LLC 401(k) Profit Sharing Plan?
As of the 2024 Form 5500 filing, Mariner Investment Group, LLC 401(k) Profit Sharing Plan holds $34M in total assets with 124 participants. It is sponsored by Mariner Investment Group, LLC.
What type of plan is Mariner Investment Group, LLC 401(k) Profit Sharing Plan?
Mariner Investment Group, LLC 401(k) Profit Sharing Plan is a 401(k) plan. It has been effective since 2001-01-01. The plan is filed with the U.S. Department of Labor under EIN 510661527.
Who sponsors the Mariner Investment Group, LLC 401(k) Profit Sharing Plan?
Mariner Investment Group, LLC 401(k) Profit Sharing Plan is sponsored by Mariner Investment Group, LLC, located in New York. The sponsor's EIN is 510661527 and the plan operates in the Finance & Insurance industry.
How did Mariner Investment Group, LLC 401(k) Profit Sharing Plan perform in 2024?
Mariner Investment Group, LLC 401(k) Profit Sharing Plan grew by 18.2% during 2024, moving from $29M to $34M in total assets. Net income was $5M.
Where can I find official filings for Mariner Investment Group, LLC 401(k) Profit Sharing Plan?
Official Form 5500 filings for Mariner Investment Group, LLC 401(k) Profit Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 510661527 or plan name at efast.dol.gov.
How does Mariner Investment Group, LLC 401(k) Profit Sharing Plan compare to other plans?
You can compare Mariner Investment Group, LLC 401(k) Profit Sharing Plan against other 401(k) plans on the plan type page, or view plans in New York 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 510661527.

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.