Marqeta, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Marqeta, Inc. (EIN 27-4306690) is a plan sponsor located in Oakland, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
27-4306690
Location
Oakland, CA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Marqeta, Inc.

  • 2 loaded plans hold $73M in reported assets.
  • The largest, Marqeta 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,876 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$73MSummed across loaded plans$73,037,605
Total reported assets$73M$73,037,605
Total reported participants1.9K1,876
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$73M total assets
Net assets$73MLiabilities$0
Contributions & income
Employer contributions$5.5M
Participant contributions$14.2M
Total income / additions$36.8M
Expenses & distributions
Benefits paid / distributions$8.1M
Total expenses$8.2M
Net increase / (decrease)$28.6M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Marqeta 401(K) Plan
Participants per plan938Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 927 participants · 2023
  2. 2
    Marqeta, Inc. Health And Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 949 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Marqeta, Inc.. Open one for its full reported snapshot.

  1. 2023
    Marqeta 401(K) Plan927 participants · 2Sch HSch C
    View filing →
  2. 2023
    Marqeta, Inc. Health And Welfare Benefit Plan949 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Marqeta, Inc. report on Form 5500?
Marqeta, Inc. (EIN 27-4306690) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Marqeta, Inc.?
The Employer Identification Number (EIN) reported for Marqeta, Inc. is 27-4306690.
What is the latest Form 5500 filing year for Marqeta, Inc.?
The latest loaded Form 5500 filing year for Marqeta, Inc. is 2023.

Related Form 5500 pages