Profit Sharing · DOL Form 5500 · 2024

Retirement Living, Inc. Dba Marquette Manor Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
279
Participants Below avg headcount
37th
Percentile by assets National rank
$13,178
Avg per participant Low balance/head
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Official DOL plan name: Retirement Living, Inc. Dba Marquette 403(b) Plan · Sponsored by Retirement Living, Inc. Dba Marquette Manor · Indiana · Healthcare & Social Assistance

$4M in assets, 279 participants

Retirement Living, Inc. Dba Marquette Manor's Retirement Living, Inc. Dba Marquette 403(b) Plan reported $4M in total assets and 279 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,456 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

Retirement Living, Inc. Dba Marquette 403(b) Plan holds $4M for 279 participants - about $13,178 per participant, in the lower half of filed plans by assets.

#6,456
in Healthcare & Social Assistance (16,916 peers)
-0.7%
assets change YoY

The plan reported a net loss of $27K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Living, Inc. Dba Marquette 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Retirement Living, Inc. Dba Marquette 403(b) Plan vs every filed plan by assets

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

$3,676,687 37th percentile higher than 37% 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

Retirement Living, Inc. Dba Marquette 403(b) 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. Retirement Living, Inc. Dba Marquette 403(b) Plan sits mid-pack in the medium band (279 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Retirement Living, Inc. Dba Marquette 403(b) Plan reported net income fell from $141K in the plan year 2023 filing to -$27K in the plan year 2024 filing.
  • Retirement Living, Inc. Dba Marquette 403(b) Plan reported participants rose from 253 in the plan year 2023 filing to 279 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 351393773 · Retirement Living, Inc. Dba Marquette Manor PY 2024 · Profit Sharing

Retirement Living, Inc. Dba Marquette 403(b) Plan · $4M · 279 · 37th

  • SCH $4M
  • SCH 279
  • SCH 37th
  • SCH Profit Sharing
  • SCH near Woodstream Development Co.
  • SCH ind #6456

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 Healthcare & Social Assistance retirement plans → · Plans in Indiana →

Retirement Living, Inc. Dba Marquette 403(b) Plan in the asset neighbourhood

Retirement Living, Inc. Dba Marquette 403(b) PlanRetirement Living, Inc. Dba …$4MWoodstream Development Co.$4MWorld Terminal Parking, Inc. Profit Sharing PlanWorld Terminal Parking, Inc.…$4MTactical Holdings, Inc. Retirement PlanTactical Holdings, Inc. Reti…$4MDr. Brezel Profit Sharing PlanDr. Brezel Profit Sharing Pl…$4M
End-of-year total assets ($M) among Retirement Living, Inc. Dba Marquette 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$27K
Employer EIN351393773
Plan Effective Date1992-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Retirement Living, Inc. Dba Marquette Manor)

Sponsor-wide plan assets over time

All Retirement Living, Inc. Dba Marquette Manor plans reported in each filing year

Latest sponsor-wide plan assets
$4M 3.184337097155327% vs 2022
2024 filing year
$3.5M$3.55M$3.6M$3.65M$3.7M$3.75M 202220232024 $3.56M $3.68M ▲ +3.4%
Year Plans Participants Total Assets
2022 1 263 $4M
2023 1 253 $4M
2024 1 279 $4M

Nearby Profit Sharing Plans in Indiana

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Retirement Living, Inc. Dba Marquette 403(b) Plan vs. nearby Profit Sharing plans in Indiana, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Retirement Living, Inc. Dba Marquette 403(b) Plan, Total assets ($B): 0.003676687 · Participants: 279Retirement Living, Inc. Dba Marquette 403(b) PlanUniversity of Notre Dame 403(b) Retirement Plan, Total assets ($B): 2.6055889 · Participants: 10920University of Notre Dame 403(b) Retirement PlanIndiana State Council of Plasterers & Cement Mason Pension Fund, Total assets ($B): 0.349009284 · Participants: 1910Indiana State Council of Plasterers & Cement Mason Pension FundCfni Retirement Plan, Total assets ($B): 0.233433653 · Participants: 6376Cfni Retirement PlanDo It Best Corp. Restated Employees' Savings & Profit Sharing, Total assets ($B): 0.218637284 · Participants: 2068Do It Best Corp. Restated Employees' Savings & Profit SharingInternational Union of Operating Engineers Local 841 Qualified Savings Plan, Total assets ($B): 0.160758654 · Participants: 4760International Union of Operating Engineers Local 841 Qualified Savings Plan
Retirement Living, Inc. Dba Marquette 403(b) Plan vs. nearby Profit Sharing plans in Indiana, assets vs. participants
Compare Retirement Living, Inc. Dba Marquette 403(b) Plan side-by-side with 3 peers →

Retirement Living, Inc. Dba Marquette 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Indiana, the nearest Profit Sharing by assets is Woodstream Development Co. in OH ($4M); by covered participants it is The Heritage Foundation Retirement Plan in DC (279 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (279 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 Retirement Living, Inc. Dba Marquette 403(b) Plan assets move in 2024? ▼
Retirement Living, Inc. Dba Marquette 403(b) Plan held essentially flat - down 0.7% during 2024, from $4M to $4M. Reported net income was -$27K.
How have Retirement Living, Inc. Dba Marquette Manor plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Retirement Living, Inc. Dba Marquette Manor's sponsor-wide assets grew 3.2%, from $4M to $4M.
Which Profit Sharing plans are similar in size to Retirement Living, Inc. Dba Marquette 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Woodstream Development Co. in OH ($4M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Retirement Living, Inc. Dba Marquette 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is The Heritage Foundation Retirement Plan in DC (279 participants, $38M 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 351393773.

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.