401(k) · DOL Form 5500 · 2024

Marquette Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
133
Participants Small participant base
82nd
Percentile by assets National rank
$304,312
Avg per participant High balance/head
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Official DOL plan name: Marquette Associates, Inc. Employees' Savings & Retirement Plan · Sponsored by Marquette Associates, Inc. · Illinois · Finance & Insurance

$40M in assets, 133 participants

Marquette Associates, Inc.'s Marquette Associates, Inc. Employees' Savings & Retirement Plan reported $40M in total assets and 133 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,112 in Finance & Insurance (8,549 peers)

Coverage in Illinois

Marquette Associates, Inc. Employees' Savings & Retirement Plan covers 133 participants in Illinois, about 17% of the average Illinois filer (state average ~779 per filing). Assets: $40M.

#6,112
in Finance & Insurance (8,549 peers)
+20.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Marquette Associates, Inc. Employees' Savings & Retirement Plan's outsized position by total assets

Marquette Associates, Inc. Employees' Savings & Retirement Plan vs every filed plan by assets

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

$40,473,435 Top 18% higher than 82% 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

Marquette Associates, Inc. Employees' Savings & Retirement 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. Marquette Associates, Inc. Employees' Savings & Retirement Plan sits mid-pack in the medium band (133 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Marquette Associates, Inc. Employees' Savings & Retirement Plan end-of-year assets rose from $33M in the plan year 2023 filing to $40M in the plan year 2024 filing.
  • Marquette Associates, Inc. Employees' Savings & Retirement Plan reported net income rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Marquette Associates, Inc. Employees' Savings & Retirement Plan reported participants fell from 142 in the plan year 2023 filing to 133 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 363485298 · Marquette Associates, Inc. PY 2024 · 401(k)

Marquette Associates, Inc. Employees' Savings & Retirement Plan · $40M · 133 · 82nd

  • TYPE $40M
  • TYPE 133
  • TYPE 82nd
  • TYPE 401(k)
  • TYPE near Bodensteiner Implement Company Retirement Savings Plan
  • TYPE ind #6112

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 Finance & Insurance retirement plans → · Plans in Illinois →

Marquette Associates, Inc. Employees' Savings & Retirement Plan in the asset neighbourhood

Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc.Profit Sharing Plan for the …$40MMarquette Associates, Inc. Employees' Savings & Retirement PlanMarquette Associates, Inc. E…$40MBodensteiner Implement Company Retirement Savings PlanBodensteiner Implement Compa…$40MCountry Meadows 401(k) Retirement PlanCountry Meadows 401(k) Retir…$40MRiddle's Group, Inc. Retirement Savings PlanRiddle's Group, Inc. Retirem…$40M
End-of-year total assets ($M) among Marquette Associates, Inc. Employees' Savings & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$40M
Net Income$7M
Employer EIN363485298
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marquette Associates, Inc.)

Sponsor-wide plan assets over time

All Marquette Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 46.2980146691164% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $27.7M $40.5M ▲ +46.3%
Year Plans Participants Total Assets
2022 1 130 $28M
2023 1 142 $33M
2024 1 133 $40M

Nearby 401(k) Plans in Illinois

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

Marquette Associates, Inc. Employees' Savings & Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Marquette Associates, Inc. Employees' Savings & Retirement Plan, Total assets ($B): 0.040473435 · Participants: 133Marquette Associates, Inc. Employees' Savings & Retirement PlanAccenture 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
Marquette Associates, Inc. Employees' Savings & Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Marquette Associates, Inc. Employees' Savings & Retirement Plan side-by-side with 3 peers →

Marquette Associates, Inc. Employees' Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Bodensteiner Implement Company Retirement Savings Plan in IA ($40M); by covered participants it is Daystar Products Int'l, Inc. 401(k) Profit Sharing Plan in AZ (133 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (133 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 Marquette Associates, Inc. Employees' Savings & Retirement Plan assets move in 2024? ▼
Marquette Associates, Inc. Employees' Savings & Retirement Plan grew sharply - up 20.9% during 2024, from $33M to $40M. Reported net income was $7M.
How have Marquette Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marquette Associates, Inc.'s sponsor-wide assets grew 46.3%, from $28M to $40M.
Where does Marquette Associates, Inc. Employees' Savings & Retirement Plan rank by assets among Form 5500 filers? ▼
Marquette Associates, Inc. Employees' Savings & Retirement Plan ranks in the 82nd 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 Marquette Associates, Inc. Employees' Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bodensteiner Implement Company Retirement Savings Plan in IA ($40M, 250 participants).
Which 401(k) plans cover a similar participant headcount to Marquette Associates, Inc. Employees' Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Daystar Products Int'l, Inc. 401(k) Profit Sharing Plan in AZ (133 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 363485298.

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.