401(k) · DOL Form 5500 · 2024

Marken LLP 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
771
Participants Near avg headcount
73rd
Percentile by assets National rank
$30,251
Avg per participant Low balance/head
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Official DOL plan name: The Marken 401(k) Plan · Sponsored by Marken LLP · North Carolina · Transportation & Warehousing

$23M in assets, 771 participants

Marken LLP's The Marken 401(k) Plan reported $23M in total assets and 771 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #2,409 in Transportation & Warehousing (3,299 peers)

Marken LLP multi-year trail

Marken LLP's plans moved +66.6% in assets from 2022 to 2024; this filing shows The Marken 401(k) Plan at $23M / 771 participants.

#2,409
in Transportation & Warehousing (3,299 peers)
+22.1%
assets growth YoY

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

The Marken 401(k) Plan vs every filed plan by assets

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

$23,323,408 Top 27% higher than 73% 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

The Marken 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. The Marken 401(k) Plan sits mid-pack in the medium band (771 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Marken 401(k) Plan end-of-year assets rose from $19M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • The Marken 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • The Marken 401(k) Plan reported participants rose from 698 in the plan year 2023 filing to 771 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 383855670 · Marken LLP PY 2024 · 401(k)

The Marken 401(k) Plan · $23M · 771 · 73rd

  • PCT $23M
  • PCT 771
  • PCT 73rd
  • PCT 401(k)
  • PCT near The Morgan Group, Inc. Employees' 401(k) Plan
  • PCT ind #2409

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 Transportation & Warehousing retirement plans → · Plans in North Carolina →

The Marken 401(k) Plan in the asset neighbourhood

The Marken 401(k) Plan$23MThe Morgan Group, Inc. Employees' 401(k) PlanThe Morgan Group, Inc. Emplo…$23MThe Conco 401(k) and Profit Sharing PlanThe Conco 401(k) and Profit …$23MVascular Surgery Associates, LLC 401(k) PlanVascular Surgery Associates,…$23MKaufman Engineered Systems, Inc. Profit Sharing and 401(k) Plan and TrustKaufman Engineered Systems, …$23M
End-of-year total assets ($M) among The Marken 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Marken LLP multi-year asset trail

Sponsor-wide plan assets over time

All Marken LLP plans reported in each filing year

Latest sponsor-wide plan assets
$23M 66.56553978310079% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $14M $23.3M ▲ +66.6%
Year Plans Participants Total Assets
2022 1 557 $14M
2023 1 698 $19M
2024 1 771 $23M

Marken LLP filing trail (2024)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$23M
Net Income$4M
Employer EIN383855670
Plan Effective Date2002-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

The Marken 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants The Marken 401(k) Plan, Total assets ($B): 0.023323408 · Participants: 771The Marken 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
The Marken 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare The Marken 401(k) Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is The Morgan Group, Inc. Employees' 401(k) Plan in TX ($23M); by covered participants it is Ultratec, Inc. 401(k) Plan in WI (771 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (771 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 The Marken 401(k) Plan assets move in 2024? ▼
The Marken 401(k) Plan grew sharply - up 22.1% during 2024, from $19M to $23M. Reported net income was $4M.
How have Marken LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marken LLP's sponsor-wide assets grew 66.6%, from $14M to $23M.
Which 401(k) plans are similar in size to The Marken 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Morgan Group, Inc. Employees' 401(k) Plan in TX ($23M, 546 participants).
Which 401(k) plans cover a similar participant headcount to The Marken 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ultratec, Inc. 401(k) Plan in WI (771 participants, $28M 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 383855670.

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.