401(k) · DOL Form 5500 · 2024

Marksnelson Advisory, LLC 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
137
Participants Small participant base
74th
Percentile by assets National rank
$175,794
Avg per participant Above avg balance/head
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Official DOL plan name: Marksnelson Advisory, LLC 401(k) Plan · Sponsored by Marksnelson Advisory, LLC · Kansas · Professional & Technical Services

$24M in assets, 137 participants

Marksnelson Advisory, LLC's Marksnelson Advisory, LLC 401(k) Plan reported $24M in total assets and 137 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #14,790 in Professional & Technical Services (20,173 peers)

Coverage in Kansas

Marksnelson Advisory, LLC 401(k) Plan covers 137 participants in Kansas, about 38% of the average Kansas filer (state average ~360 per filing). Assets: $24M.

#14,790
in Professional & Technical Services (20,173 peers)
+9.9%
assets growth YoY

Marksnelson Advisory, LLC 401(k) Plan's outsized position by total assets

Marksnelson Advisory, LLC 401(k) Plan vs every filed plan by assets

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

$24,083,845 Top 26% higher than 74% 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

Marksnelson Advisory, LLC 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. Marksnelson Advisory, LLC 401(k) Plan sits mid-pack in the medium band (137 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Marksnelson Advisory, LLC 401(k) Plan reported participants fell from 165 in the plan year 2023 filing to 137 in the plan year 2024 filing.
  • Marksnelson Advisory, LLC 401(k) Plan end-of-year assets rose from $22M in the plan year 2023 filing to $24M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 921368147 · Marksnelson Advisory, LLC PY 2024 · 401(k)

Marksnelson Advisory, LLC 401(k) Plan · $24M · 137 · 74th

  • PART $24M
  • TYPE 137
  • NET 74th
  • BOOK 401(k)
  • VS-ST near T.W. Garner Food Company Employees' 401(k) Profit Sharing Plan
  • BOY ind #14790

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 Professional & Technical Services retirement plans → · Plans in Kansas →

Marksnelson Advisory, LLC 401(k) Plan in the asset neighbourhood

Harmac Medical Products, Inc. Retirement Savings PlanHarmac Medical Products, Inc…$24MMarksnelson Advisory, LLC 401(k) PlanMarksnelson Advisory, LLC 40…$24MT.W. Garner Food Company Employees' 401(k) Profit Sharing PlanT.W. Garner Food Company Emp…$24MDuggal Visual Solutions, Inc. 401(k) PlanDuggal Visual Solutions, Inc…$24MFullerton Tool Co Inc 401(k)$24M
End-of-year total assets ($M) among Marksnelson Advisory, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kansas filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$24M
Net Income$2M
Employer EIN921368147
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marksnelson Advisory, LLC)

Sponsor-wide plan assets over time

All Marksnelson Advisory, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$24M 9.909176484998492% vs 2023
2024 filing year
$21M$22M$23M$24M$25M 20232024 $21.9M $24.1M ▲ +9.9%
Year Plans Participants Total Assets
2023 1 165 $22M
2024 1 137 $24M

Nearby 401(k) Plans in Kansas

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

Marksnelson Advisory, LLC 401(k) Plan vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Marksnelson Advisory, LLC 401(k) Plan, Total assets ($B): 0.024083845 · Participants: 137Marksnelson Advisory, LLC 401(k) PlanKoch Employees' Savings Plan, Total assets ($B): 4.337744163 · Participants: 11423Koch Employees' Savings PlanPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 3.582245863 · Participants: 1315Performance Contracting Group, Inc. ESOP/401(k) PlanBlack & Veatch Retirement Program, Total assets ($B): 3.040446983 · Participants: 7438Black & Veatch Retirement ProgramGarmin International, Inc. Retirement Plan, Total assets ($B): 2.173466604 · Participants: 7082Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.224530411 · Participants: 7736Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
Marksnelson Advisory, LLC 401(k) Plan vs. nearby 401(k) plans in Kansas, assets vs. participants
Compare Marksnelson Advisory, LLC 401(k) Plan side-by-side with 3 peers →

Marksnelson Advisory, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kansas, the nearest 401(k) by assets is T.W. Garner Food Company Employees' 401(k) Profit Sharing Plan in NC ($24M); by covered participants it is Ims Logistics 401(k) Employee Retirement Plan in MS (137 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (137 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 Marksnelson Advisory, LLC 401(k) Plan assets move in 2024? ▼
Marksnelson Advisory, LLC 401(k) Plan grew at a solid clip - up 9.9% during 2024, from $22M to $24M. Reported net income was $2M.
How have Marksnelson Advisory, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Marksnelson Advisory, LLC's sponsor-wide assets grew 9.9%, from $22M to $24M.
Which 401(k) plans are similar in size to Marksnelson Advisory, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is T.W. Garner Food Company Employees' 401(k) Profit Sharing Plan in NC ($24M, 136 participants).
Which 401(k) plans cover a similar participant headcount to Marksnelson Advisory, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ims Logistics 401(k) Employee Retirement Plan in MS (137 participants, $930K 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 921368147.

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.