How big is Marion Associates' plan?

Marion Associates' plan reported $1.5M in assets and 3 participants for 2025.

Original filing (PDF)20260422230149NAL0004149457001

Marion Associates

Name: Marion Associates — Marion Associates 401(k) Profit, Form 5500 (2025)
Creator: Marion Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Marion Associates 401(k) Profit Sharing Plan

401(k) retirement plan · Marion Associates' Marion Associates 401(k) Profit Sharing Plan held $1.5M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Joseph Marion signed Marion Associates' 2025 Form 5500 as plan administrator.

Joseph Marion — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Marion Associates' EIN is 34-2028265.

EIN 34-2028265

Plan number 001

Plan year 2025

ACK ID 20260422230149NAL0004149457001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Marion Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Marion Associates' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARION ASSOCIATES.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score