401(k) · DOL Form 5500 · 2024

Marex Services, Inc. 401(k) Plan

Data updated 2026-08-25

$91M
Total assets Below avg plan size
653
Participants Below avg headcount
90th
Percentile by assets National rank
$139,490
Avg per participant Near avg balance/head
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Official DOL plan name: Marex 401(k) Plan · Sponsored by Marex Services, Inc. · New York · Finance & Insurance

$91M in assets, 653 participants

Marex Services, Inc.'s Marex 401(k) Plan reported $91M in total assets and 653 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,187 in Finance & Insurance (8,549 peers)

Where Marex 401(k) Plan sits by assets

Marex 401(k) Plan sits in the top 10% of all filed plans by assets, $91M for 653 participants (~$139,490/participant), up 39.6% in 2024.

#7,187
in Finance & Insurance (8,549 peers)
+39.6%
assets growth YoY
0.9×
vs typical plan assets (national mean)

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

Marex 401(k) Plan vs every filed plan by assets

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

$91,087,248 Top 10% higher than 90% 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

Marex 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. Marex 401(k) Plan sits mid-pack in the medium band (653 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Marex 401(k) Plan reported participants rose from 362 in the plan year 2023 filing to 653 in the plan year 2024 filing.
  • Marex 401(k) Plan end-of-year assets rose from $65M in the plan year 2023 filing to $91M in the plan year 2024 filing.
  • Marex 401(k) Plan reported net income rose from $22M in the plan year 2023 filing to $26M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 510566551 · Marex Services, Inc. PY 2024 · 401(k)

Marex 401(k) Plan · $91M · 653 · 90th

  • PHOTO $91M
  • PHOTO 653
  • PHOTO 90th
  • PHOTO 401(k)
  • PHOTO near Wilson Bank and Trust Company 401(k) Plan
  • PHOTO ind #7187

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 New York →

Marex 401(k) Plan in the asset neighbourhood

Burke, Warren, Mackay & Serritella, P.C. Profit Sharing Plan and TrustBurke, Warren, Mackay & Serr…$91MMustang Employees' 401(k) PlanMustang Employees' 401(k) Pl…$91MWilson Bank and Trust Company 401(k) PlanWilson Bank and Trust Compan…$91MMarex 401(k) Plan$91MGulftech Retirement Plan$91M
End-of-year total assets ($M) among Marex 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$65M
Net Assets (End of Year)$91M
Net Income$26M
Employer EIN510566551
Plan Effective Date2010-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marex Services, Inc.)

Sponsor-wide plan assets over time

All Marex Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$91M 39.611661244270394% vs 2023
2024 filing year
$60M$70M$80M$90M$100M 20232024 $65.2M $91.1M ▲ +39.6%
Year Plans Participants Total Assets
2023 1 362 $65M
2024 1 653 $91M

Nearby 401(k) Plans in New York

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

Marex 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Marex 401(k) Plan, Total assets ($B): 0.091087248 · Participants: 653Marex 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Marex 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

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

Outside New York, the nearest 401(k) by assets is Wilson Bank and Trust Company 401(k) Plan in TN ($91M); by covered participants it is Hunter Industries Holding Company, Ltd. 401(k) Savings Plan in TX (653 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (653 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 Marex 401(k) Plan assets move in 2024?
Marex 401(k) Plan surged - up 39.6% during 2024, from $65M to $91M. Reported net income was $26M.
How have Marex Services, Inc. plan assets changed over time?
Across 2 plan years on file (2023-2024), Marex Services, Inc.'s sponsor-wide assets grew 39.6%, from $65M to $91M.
Where does Marex 401(k) Plan rank by assets among Form 5500 filers?
Marex 401(k) Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Marex 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Wilson Bank and Trust Company 401(k) Plan in TN ($91M, 607 participants).
Which 401(k) plans cover a similar participant headcount to Marex 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Hunter Industries Holding Company, Ltd. 401(k) Savings Plan in TX (653 participants, $22M in assets).