401(k) · DOL Form 5500 · 2024
Marquardt Memorial Manor, Inc. 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 993
- Participants Near avg headcount
- 68th
- Percentile by assets National rank
- $17,939
- Avg per participant Low balance/head
Official DOL plan name: Marquardt Memorial Manor, Inc. Savings Plan · Sponsored by Marquardt Memorial Manor, Inc. · Wisconsin · Healthcare & Social Assistance
$18M in assets, 993 participants
Marquardt Memorial Manor, Inc.'s Marquardt Memorial Manor, Inc. Savings Plan reported $18M in total assets and 993 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.
- #12,314 in Healthcare & Social Assistance (16,916 peers)
Marquardt Memorial Manor, Inc. multi-year trail
Marquardt Memorial Manor, Inc.'s plans moved +90.8% in assets from 2022 to 2024; this filing shows Marquardt Memorial Manor, Inc. Savings Plan at $18M / 993 participants.
- #12,314
- in Healthcare & Social Assistance (16,916 peers)
- +36.1%
- assets growth YoY
Marquardt Memorial Manor, Inc. Savings Plan's outsized position by total assets
Marquardt Memorial Manor, Inc. Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$17,813,556 Top 32% higher than 68% 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
Marquardt Memorial Manor, Inc. Savings 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. Marquardt Memorial Manor, Inc. Savings Plan sits mid-pack in the medium band (993 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Marquardt Memorial Manor, Inc. Savings Plan reported participants rose from 358 in the plan year 2023 filing to 993 in the plan year 2024 filing.
- Marquardt Memorial Manor, Inc. Savings Plan end-of-year assets rose from $13M in the plan year 2023 filing to $18M in the plan year 2024 filing.
- Marquardt Memorial Manor, Inc. Savings Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 391126946 · Marquardt Memorial Manor, Inc. PY 2024 · 401(k)
Marquardt Memorial Manor, Inc. Savings Plan · $18M · 993 · 68th
- 5500 $18M
- 5500 993
- 5500 68th
- 5500 401(k)
- 5500 near Lopez Negrete Communications, Inc. 401(k) Plan
- 5500 ind #12314
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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →
Marquardt Memorial Manor, Inc. Savings Plan in the asset neighbourhood
Marquardt Memorial Manor, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Marquardt Memorial Manor, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 90.79091198272621% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 310 | $9M |
| 2023 | 1 | 358 | $13M |
| 2024 | 1 | 993 | $18M |
Marquardt Memorial Manor, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $5M |
| Employer EIN | 391126946 |
| Plan Effective Date | 1985-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Marquardt Memorial Manor, Inc. Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Lopez Negrete Communications, Inc. 401(k) Plan in TX ($18M); by covered participants it is New Century Energies, Inc. Employee Investment Plan for Bargaining Unit Employees and Former Non-Bargaining Unit Employees in MN (993 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Lopez Negrete Communications, Inc. 401(k) Plan (TX) $18M · 77
- Asembia, LLC 401(k) Profit Sharing Plan (NJ) $18M · 541
- Cec Corporation 401(k) Plan (OK) $18M · 266
- Gulf Stream Marine, Inc. 401(k) Plan (TX) $18M · 670
Similar participant headcount
Nearest other-state filings by covered participants (993 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.