401(k) · DOL Form 5500 · 2024
Marquette University High School 401(k) Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 140
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $245,514
- Avg per participant Above avg balance/head
Official DOL plan name: Marquette University High School 401(k) Plan · Sponsored by Marquette University High School · Wisconsin · Other Services
$34M in assets, 140 participants
Marquette University High School's Marquette University High School 401(k) Plan reported $34M in total assets and 140 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.
- #6,936 in Other Services (7,719 peers)
Coverage in Wisconsin
Marquette University High School 401(k) Plan covers 140 participants in Wisconsin, about 25% of the average Wisconsin filer (state average ~563 per filing). Assets: $34M.
- #6,936
- in Other Services (7,719 peers)
- -0.6%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $210K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Marquette University High School 401(k) Plan's outsized position by total assets
Marquette University High School 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$34,371,913 Top 21% higher than 79% 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
Marquette University High School 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. Marquette University High School 401(k) Plan sits mid-pack in the medium band (140 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Marquette University High School 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to -$210K in the plan year 2024 filing.
- Marquette University High School 401(k) Plan reported participants rose from 133 in the plan year 2023 filing to 140 in the plan year 2024 filing.
- Marquette University High School 401(k) Plan end-of-year assets fell from $35M in the plan year 2023 filing to $34M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 390806826 · Marquette University High School PY 2024 · 401(k)
Marquette University High School 401(k) Plan · $34M · 140 · 79th
- TYPE $34M
- TYPE 140
- TYPE 79th
- TYPE 401(k)
- TYPE near Stillwater Designs and Audio, Inc. 401(k) Profit Sharing Plan
- TYPE ind #6936
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 Other Services retirement plans → · Plans in Wisconsin →
Marquette University High School 401(k) Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | -$210K |
| Employer EIN | 390806826 |
| Plan Effective Date | 1984-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Marquette University High School)
Sponsor-wide plan assets over time
All Marquette University High School plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 3.1929582906889227% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 138 | $33M |
| 2023 | 1 | 133 | $35M |
| 2024 | 1 | 140 | $34M |
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
Marquette University High School 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Stillwater Designs and Audio, Inc. 401(k) Profit Sharing Plan in OK ($34M); by covered participants it is Conformis, Inc. 401(k) Plan in MA (140 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
- Stillwater Designs and Audio, Inc. 401(k) Profit Sharing Plan (OK) $34M · 199
- Appliance World 401(k) Plan (NY) $34M · 46
- Balluff, Inc. 401(k) Profit Sharing Plan (KY) $34M · 177
- Beumer 401(k) Plan (NJ) $34M · 246
Similar participant headcount
Nearest other-state filings by covered participants (140 participants); asset peers above are excluded.
- Conformis, Inc. 401(k) Plan (MA) 140 · 0 off
- Kuehl Enterprises, LLC 401(k) Retirement Plan (KS) 140 · 0 off
- 401(k) Savings Plan for Peter Marino Architects (NY) 140 · 0 off
- Zink Distributing Company 401(k) Retirement Plan (IN) 140 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.