401(k) · DOL Form 5500 · 2024

Marketing Concepts Group 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
13
Participants Small participant base
48th
Percentile by assets National rank
$528,887
Avg per participant High balance/head
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Official DOL plan name: Marketing Concepts Group 401(k) Profit Sharing Plan & Trust · Sponsored by Marketing Concepts Group · Illinois · Wholesale Trade

$7M in assets, 13 participants

Marketing Concepts Group's Marketing Concepts Group 401(k) Profit Sharing Plan & Trust reported $7M in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #2,289 in Wholesale Trade (6,080 peers)

Marketing Concepts Group multi-year trail

Marketing Concepts Group's plans moved +25.0% in assets from 2022 to 2024; this filing shows Marketing Concepts Group 401(k) Profit Sharing Plan & Trust at $7M / 13 participants.

#2,289
in Wholesale Trade (6,080 peers)
+21.4%
assets growth YoY

Marketing Concepts Group 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Wholesale Trade and all filers

Marketing Concepts Group 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$6,875,533 48th percentile higher than 48% 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

Marketing Concepts Group 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marketing Concepts Group 401(k) Profit Sharing Plan & Trust is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Marketing Concepts Group 401(k) Profit Sharing Plan & Trust reported net income rose from $163K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Marketing Concepts Group 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Marketing Concepts Group 401(k) Profit Sharing Plan & Trust reported participants rose from 11 in the plan year 2023 filing to 13 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 363574309 · Marketing Concepts Group PY 2024 · 401(k)

Marketing Concepts Group 401(k) Profit Sharing Plan & Trust · $7M · 13 · 48th

  • BOOK $7M
  • VS-ST 13
  • BOY 48th
  • SCH 401(k)
  • EBSA near Diablo Valley Perinatal Associates, Inc. 401(k) Profit Sharing Plan
  • PART ind #2289

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 Wholesale Trade retirement plans → · Plans in Illinois →

Marketing Concepts Group 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Marketing Concepts Group 401(k) Profit Sharing Plan & TrustMarketing Concepts Group 401…$7MDiablo Valley Perinatal Associates, Inc. 401(k) Profit Sharing PlanDiablo Valley Perinatal Asso…$7MSpecialty Orthopedic Group of Ms, LLC 401(k) PlanSpecialty Orthopedic Group o…$7MMpa Management Retirement PlanMpa Management Retirement Pl…$7MGlobal Tote US, LLC 401(k) PlanGlobal Tote US, LLC 401(k) P…$7M
End-of-year total assets ($M) among Marketing Concepts Group 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Marketing Concepts Group multi-year asset trail

Sponsor-wide plan assets over time

All Marketing Concepts Group plans reported in each filing year

Latest sponsor-wide plan assets
$7M 24.955074182121123% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.5M $6.88M ▲ +25.1%
Year Plans Participants Total Assets
2022 1 12 $6M
2023 1 11 $6M
2024 1 13 $7M

Marketing Concepts Group filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN363574309
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Marketing Concepts Group 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Marketing Concepts Group 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.006875533 · Participants: 13Marketing Concepts Group 401(k) Profit Sharing Plan & TrustAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Marketing Concepts Group 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants

Marketing Concepts Group 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Diablo Valley Perinatal Associates, Inc. 401(k) Profit Sharing Plan in CA ($7M); by covered participants it is Kaspien Inc. 401(k) Plan in WA (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Marketing Concepts Group 401(k) Profit Sharing Plan & Trust assets move in 2024?
Marketing Concepts Group 401(k) Profit Sharing Plan & Trust grew sharply - up 21.4% during 2024, from $6M to $7M. Reported net income was $1M.
How have Marketing Concepts Group plan assets changed over time?
Across 3 plan years on file (2022-2024), Marketing Concepts Group's sponsor-wide assets grew 25.0%, from $6M to $7M.
Which 401(k) plans are similar in size to Marketing Concepts Group 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Diablo Valley Perinatal Associates, Inc. 401(k) Profit Sharing Plan in CA ($7M, 14 participants).
Which 401(k) plans cover a similar participant headcount to Marketing Concepts Group 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Kaspien Inc. 401(k) Plan in WA (13 participants, N/A in assets).