401(k) · DOL Form 5500 · 2024

Markley Lowell, LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
161
Participants Small participant base
68th
Percentile by assets National rank
$108,409
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Markley Lowell LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Markley Lowell, LLC · Massachusetts · Real Estate

$17M in assets, 161 participants

Markley Lowell, LLC's Markley Lowell LLC 401(k) Profit Sharing Plan & Trust reported $17M in total assets and 161 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #3,800 in Real Estate (4,605 peers)

Coverage in Massachusetts

Markley Lowell LLC 401(k) Profit Sharing Plan & Trust covers 161 participants in Massachusetts, about 24% of the average Massachusetts filer (state average ~659 per filing). Assets: $17M.

#3,800
in Real Estate (4,605 peers)
+11.9%
assets growth YoY

Markley Lowell LLC 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Markley Lowell LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$17,453,877 Top 32% higher than 68% 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

Markley Lowell LLC 401(k) Profit Sharing Plan & Trust 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. Markley Lowell LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (161 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Markley Lowell LLC 401(k) Profit Sharing Plan & Trust reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Markley Lowell LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $16M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Markley Lowell LLC 401(k) Profit Sharing Plan & Trust reported participants fell from 168 in the plan year 2023 filing to 161 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 383693466 · Markley Lowell, LLC PY 2024 · 401(k)

Markley Lowell LLC 401(k) Profit Sharing Plan & Trust · $17M · 161 · 68th

  • EBSA $17M
  • EBSA 161
  • EBSA 68th
  • EBSA 401(k)
  • EBSA near The Pain Associates 401(k) Plan
  • EBSA ind #3800

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 Real Estate retirement plans → · Plans in Massachusetts →

Markley Lowell LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Worldwide Travel Staffing Limi 401(k) Profit Sharing Plan & TrustWorldwide Travel Staffing Li…$17MFlightstar Aircraft Services, LLC 401(k)Flightstar Aircraft Services…$17MMarkley Lowell LLC 401(k) Profit Sharing Plan & TrustMarkley Lowell LLC 401(k) Pr…$17MThe Pain Associates 401(k) PlanThe Pain Associates 401(k) P…$17MAnesthesiologists Medical Group of San Francisco Inc 401(k) Profit Sharing PlanAnesthesiologists Medical Gr…$17M
End-of-year total assets ($M) among Markley Lowell LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN383693466
Plan Effective Date2008-10-04
Filing StatusFILING RECEIVED

Sponsor Plan History (Markley Lowell, LLC)

Sponsor-wide plan assets over time

All Markley Lowell, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$17M 39.860644801060175% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $12.5M $17.5M ▲ +39.8%
Year Plans Participants Total Assets
2022 1 139 $12M
2023 1 168 $16M
2024 1 161 $17M

Nearby 401(k) Plans in Massachusetts

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

Markley Lowell LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Markley Lowell LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.017453877 · Participants: 161Markley Lowell LLC 401(k) Profit Sharing Plan & TrustFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Markley Lowell LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Markley Lowell LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Markley Lowell LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is The Pain Associates 401(k) Plan in KY ($17M); by covered participants it is Shallenberger Construction, Inc. 401(k) Davis Bacon Plan in PA (161 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (161 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 Markley Lowell LLC 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Markley Lowell LLC 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 11.9% during 2024, from $16M to $17M. Reported net income was $2M.
How have Markley Lowell, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Markley Lowell, LLC's sponsor-wide assets grew 39.9%, from $12M to $17M.
Which 401(k) plans are similar in size to Markley Lowell LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is The Pain Associates 401(k) Plan in KY ($17M, 407 participants).
Which 401(k) plans cover a similar participant headcount to Markley Lowell LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Shallenberger Construction, Inc. 401(k) Davis Bacon Plan in PA (161 participants, $12M 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 383693466.

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.