401(k) ยท DOL Form 5500 ยท 2024

Marex North America LLC 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA, verify with linked source filings below.

$48M
Total assets
244
Participants
72th
Percentile by assets

Sponsored by Marex North America LLC ยท New York ยท Finance & Insurance

What the 2024 filing shows

Marex North America LLC 401(k) Plan holds $48M for 244 participants - about $197,397 per participant, above the median plan by assets, up 150.2% over the 2024 plan year.

$48M
total plan assets (2024 EOY)
244
covered participants
72th
percentile by assets (of 67,083 plans)
$197,397
avg assets per participant
Total Assets (2023)
$48M
Participants
244
State
Industry
Finance & Insurance

What the Filing Says About Marex North America LLC 401(k) Plan

Marex North America LLC 401(k) Plan is a 401(k) retirement plan sponsored by Marex North America LLC, headquartered in New York. As of the 2024 Form 5500 filing, the plan reports $48M in total end-of-year assets and covers 244 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 980672474, and the plan has been effective since 2010-05-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $19M at the beginning of 2024 to $48M at year-end - a gain of 150.2%. Net assets (after liabilities) closed the year at $48M, with reported net income of $5M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$19M
Total Assets (End of Year)$48M
Net Assets (End of Year)$48M
Net Income$5M
Plan Type401(k)
Employer EIN980672474
Plan Effective Date2010-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marex North America LLC)

Year Plans Participants Total Assets
2022 1 235 $43M
2024 1 244 $48M

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Frequently Asked Questions

How much money is in the Marex North America LLC 401(k) Plan?
As of the 2024 Form 5500 filing, Marex North America LLC 401(k) Plan holds $48M in total assets with 244 participants. It is sponsored by Marex North America LLC.
What type of plan is Marex North America LLC 401(k) Plan?
Marex North America LLC 401(k) Plan is a 401(k) plan. It has been effective since 2010-05-01. The plan is filed with the U.S. Department of Labor under EIN 980672474.
Who sponsors the Marex North America LLC 401(k) Plan?
Marex North America LLC 401(k) Plan is sponsored by Marex North America LLC, located in New York. The sponsor's EIN is 980672474 and the plan operates in the Finance & Insurance industry.
How did Marex North America LLC 401(k) Plan perform in 2024?
Marex North America LLC 401(k) Plan grew by 150.2% during 2024, moving from $19M to $48M in total assets. Net income was $5M.
Where can I find official filings for Marex North America LLC 401(k) Plan?
Official Form 5500 filings for Marex North America LLC 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 980672474 or plan name at efast.dol.gov.
How does Marex North America LLC 401(k) Plan compare to other plans?
You can compare Marex North America LLC 401(k) Plan against other 401(k) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks all 402,674 ERISA-covered retirement plans in the U.S. that filed a Form 5500 for the 2023 plan year.

Explore PlainRetire

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 980672474.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.