401(k) · DOL Form 5500 · 2024

Marigold Group, Inc. 401(k) Plan

Data updated 2026-08-25

$77M
Total assets Below avg plan size
507
Participants Below avg headcount
88th
Percentile by assets National rank
$151,210
Avg per participant Above avg balance/head
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Official DOL plan name: Marigold 401(k) Plan · Sponsored by Marigold Group, Inc. · Tennessee · Professional & Technical Services

$77M in assets, 507 participants

Marigold Group, Inc.'s Marigold 401(k) Plan reported $77M in total assets and 507 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #18,046 in Professional & Technical Services (20,173 peers)

Coverage in Tennessee

Marigold 401(k) Plan covers 507 participants in Tennessee, about 45% of the average Tennessee filer (state average ~1,126 per filing). Assets: $77M.

#18,046
in Professional & Technical Services (20,173 peers)
+8.5%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Marigold 401(k) Plan's outsized position by total assets

Marigold 401(k) Plan vs every filed plan by assets

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

$76,663,319 Top 12% higher than 88% 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

Marigold 401(k) 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. Marigold 401(k) Plan sits mid-pack in the medium band (507 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Marigold 401(k) Plan reported net income fell from $10M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Marigold 401(k) Plan reported participants fell from 583 in the plan year 2023 filing to 507 in the plan year 2024 filing.
  • Marigold 401(k) Plan end-of-year assets rose from $71M in the plan year 2023 filing to $77M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 822867962 · Marigold Group, Inc. PY 2024 · 401(k)

Marigold 401(k) Plan · $77M · 507 · 88th

  • 5500 $77M
  • 5500 507
  • 5500 88th
  • 5500 401(k)
  • 5500 near Auction.Com 401(k) Plan
  • 5500 ind #18046

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 Professional & Technical Services retirement plans → · Plans in Tennessee →

Marigold 401(k) Plan in the asset neighbourhood

Marigold 401(k) Plan$77MAuction.Com 401(k) Plan$77MC.J. Segerstrom & Sons 401(k) Savings & Investment PlanC.J. Segerstrom & Sons 401(k…$77MAllworth Financial 401(k) PlanAllworth Financial 401(k) Pl…$77MFhlbank Dallas 401(k) Retirement PlanFhlbank Dallas 401(k) Retire…$77M
End-of-year total assets ($M) among Marigold 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$77M
Net Income$6M
Employer EIN822867962
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marigold Group, Inc.)

Sponsor-wide plan assets over time

All Marigold Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$77M 8.47327810830793% vs 2023
2024 filing year
$70M$72M$74M$76M$78M 20232024 $70.7M $76.7M ▲ +8.5%
Year Plans Participants Total Assets
2023 1 583 $71M
2024 1 507 $77M

Nearby 401(k) Plans in Tennessee

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

Marigold 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Marigold 401(k) Plan, Total assets ($B): 0.076663319 · Participants: 507Marigold 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Marigold 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Marigold 401(k) Plan side-by-side with 3 peers →

Marigold 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Auction.Com 401(k) Plan in CA ($77M); by covered participants it is Eldeco, Inc. 401(k) Profit Sharing Plan & Trust in SC (507 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($77M here).

Similar participant headcount

Nearest other-state filings by covered participants (507 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 Marigold 401(k) Plan assets move in 2024? ▼
Marigold 401(k) Plan grew at a solid clip - up 8.5% during 2024, from $71M to $77M. Reported net income was $6M.
How have Marigold Group, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Marigold Group, Inc.'s sponsor-wide assets grew 8.5%, from $71M to $77M.
Where does Marigold 401(k) Plan rank by assets among Form 5500 filers? ▼
Marigold 401(k) Plan ranks in the 88th 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 Marigold 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Auction.Com 401(k) Plan in CA ($77M, 620 participants).
Which 401(k) plans cover a similar participant headcount to Marigold 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eldeco, Inc. 401(k) Profit Sharing Plan & Trust in SC (507 participants, N/A 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 822867962.

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.