401(k) · DOL Form 5500 · 2024
Maritz Holdings Inc. 401(k) Plan
Data updated 2026-08-25
- $466M
- Total assets Above avg plan size
- 2,465
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $188,847
- Avg per participant Above avg balance/head
Official DOL plan name: Maritz Holdings Inc. Employees' Investment Plan · Sponsored by Maritz Holdings Inc. · Missouri · Management of Enterprises
$466M in assets, 2,465 participants
Maritz Holdings Inc.'s Maritz Holdings Inc. Employees' Investment Plan reported $466M in total assets and 2,465 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #1,026 in Management of Enterprises (1,133 peers)
Coverage in Missouri
Maritz Holdings Inc. Employees' Investment Plan covers 2,465 participants in Missouri, 3.3x the typical Missouri plan (state average ~737 per filing). Assets: $466M.
- #1,026
- in Management of Enterprises (1,133 peers)
- +16.1%
- assets growth YoY
- 4.7×
- vs typical plan assets (national mean)
Maritz Holdings Inc. Employees' Investment Plan's outsized position by total assets
Maritz Holdings Inc. Employees' Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$465,507,701 Top 3% higher than 97% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Maritz Holdings Inc. Employees' Investment Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Maritz Holdings Inc. Employees' Investment Plan lands in the large band (2,465 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Maritz Holdings Inc. Employees' Investment Plan reported net income fell from $64M in the plan year 2023 filing to $51M in the plan year 2024 filing.
- Maritz Holdings Inc. Employees' Investment Plan end-of-year assets rose from $401M in the plan year 2023 filing to $466M in the plan year 2024 filing.
- Maritz Holdings Inc. Employees' Investment Plan reported participants rose from 2,172 in the plan year 2023 filing to 2,465 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 430393480 · Maritz Holdings Inc. PY 2024 · 401(k)
Maritz Holdings Inc. Employees' Investment Plan · $466M · 2,465 · 97th
- BOOK $466M
- BOOK 2,465
- BOOK 97th
- BOOK 401(k)
- BOOK near Elbit Systems of America Consolidated 401(k) Savings Plan
- BOOK ind #1026
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 Management of Enterprises retirement plans → · Plans in Missouri →
Maritz Holdings Inc. Employees' Investment Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $401M |
|---|---|
| Net Assets (End of Year) | $466M |
| Net Income | $51M |
| Employer EIN | 430393480 |
| Plan Effective Date | 1984-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Maritz Holdings Inc.)
Sponsor-wide plan assets over time
All Maritz Holdings Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $548M 32.704795783027826% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,793 | $413M |
| 2023 | 2 | 2,621 | $486M |
| 2024 | 2 | 2,866 | $548M |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $12.4B · 47,254
- Bayer Corporation Savings and Retirement Plan $10.8B · 19,357
- Emerson Savings Plan $7.4B · 8,315
- Enterprise Holdings Retirement Savings Plan $6.5B · 72,024
- Centene Management Corporation Retirement Plan $4.7B · 53,760
Maritz Holdings Inc. Employees' Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Elbit Systems of America Consolidated 401(k) Savings Plan in TX ($466M); by covered participants it is First Coast Security Services, Inc. 401(k) Plan in FL (2,465 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($466M here).
- Elbit Systems of America Consolidated 401(k) Savings Plan (TX) $466M · 2,209
- Trugreen Profit Sharing and Retirement Plan (TN) $466M · 9,610
- Isolved 401-K Plan (NJ) $466M · 40,580
- Bright Horizons 401(k) Plan (MA) $466M · 17,032
Similar participant headcount
Nearest other-state filings by covered participants (2,465 participants); asset peers above are excluded.
- First Coast Security Services, Inc. 401(k) Plan (FL) 2,465 · 0 off
- Bfg Wage Defined Contribution Retirement Plan (SC) 2,465 · 0 off
- Lmi 401(k) Plan (VA) 2,464 · 1 off
- Planet Fitness 401(k) Plan (NH) 2,464 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.