401(k) · DOL Form 5500 · 2024

Markquart, Inc. 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
432
Participants Below avg headcount
78th
Percentile by assets National rank
$74,438
Avg per participant Below avg balance/head
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Official DOL plan name: Markquart, Inc. 401(k) Profit Sharing Plan · Sponsored by Markquart, Inc. · Wisconsin · Retail Trade

$32M in assets, 432 participants

Markquart, Inc.'s Markquart, Inc. 401(k) Profit Sharing Plan reported $32M in total assets and 432 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #6,999 in Retail Trade (8,048 peers)

Where Markquart, Inc. 401(k) Profit Sharing Plan sits by assets

Markquart, Inc. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $32M for 432 participants (~$74,438/participant), up 16.1% in 2024.

#6,999
in Retail Trade (8,048 peers)
+16.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Markquart, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Markquart, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$32,157,120 Top 22% higher than 78% 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

Markquart, Inc. 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. Markquart, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (432 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Markquart, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $28M in the plan year 2023 filing to $32M in the plan year 2024 filing.
  • Markquart, Inc. 401(k) Profit Sharing Plan reported net income fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Markquart, Inc. 401(k) Profit Sharing Plan reported participants rose from 416 in the plan year 2023 filing to 432 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 391391993 · Markquart, Inc. PY 2024 · 401(k)

Markquart, Inc. 401(k) Profit Sharing Plan · $32M · 432 · 78th

  • BOOK $32M
  • VS-ST 432
  • BOY 78th
  • SCH 401(k)
  • EBSA near Waterfall Asset Management LLC 401(k) Plan
  • PART ind #6999

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 Retail Trade retirement plans → · Plans in Wisconsin →

Markquart, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Markquart, Inc. 401(k) Profit Sharing PlanMarkquart, Inc. 401(k) Profi…$32MWaterfall Asset Management LLC 401(k) PlanWaterfall Asset Management L…$32MPhysicians Insurance 401(k) PlanPhysicians Insurance 401(k) …$32MUniversity Psychiatric Practice, Inc. Section 403(b) PlanUniversity Psychiatric Pract…$32MY-Prime LLC 401(k) Profit Sharing PlanY-Prime LLC 401(k) Profit Sh…$32M
End-of-year total assets ($M) among Markquart, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$32M
Net Income$5M
Employer EIN391391993
Plan Effective Date1982-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Markquart, Inc.)

Sponsor-wide plan assets over time

All Markquart, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 43.183704983092255% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.5M $32.2M ▲ +43.2%
Year Plans Participants Total Assets
2022 1 311 $22M
2023 1 416 $28M
2024 1 432 $32M

Nearby 401(k) Plans in Wisconsin

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

Markquart, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Markquart, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.03215712 · Participants: 432Markquart, Inc. 401(k) Profit Sharing PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Markquart, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Markquart, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Markquart, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Waterfall Asset Management LLC 401(k) Plan in NY ($32M); by covered participants it is Am LLC 401(k) Retirement Plan in VA (432 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (432 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 Markquart, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Markquart, Inc. 401(k) Profit Sharing Plan grew sharply - up 16.1% during 2024, from $28M to $32M. Reported net income was $5M.
How have Markquart, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Markquart, Inc.'s sponsor-wide assets grew 43.2%, from $22M to $32M.
Where does Markquart, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Markquart, Inc. 401(k) Profit Sharing Plan ranks in the 78th 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 Markquart, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Waterfall Asset Management LLC 401(k) Plan in NY ($32M, 145 participants).
Which 401(k) plans cover a similar participant headcount to Markquart, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Am LLC 401(k) Retirement Plan in VA (432 participants, $1M 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 391391993.

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.