Plan Ledger DOL Form 5500 · updated monthly

Marriott Vacations Worldwide Corp.401(k)

MARRIOTT VACATIONS WORLDWIDE CORP. 401(K) · ORLANDO, FL · plan year 2023

Reported admin expense ratio · 2023
0.19%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Marriott Vacations Worldwide Corp. reported $1,548,137 in plan administrative expenses for 2023: 0.19% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,180 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio rose from 0.17% to 0.19%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,601 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 53rd-largest of 3,644 plans among Florida employers on file, and the 9th of 2,096 in real estate & leasing. In 2023, employees put in $1.89 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$902,756,534
Participants with balances23,781
Active participants16,954
Employer contributions$36,965,624
Employee contributions$69,767,818
Employer contribution per active participant$2,180
Average account balance$37,961
Benefits paid to participants$65,368,862
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$902.8M · 23,781 accts · $37.0M emplr
2022$739.0M · 20,924 accts · $34.2M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$1,373,792
Investment management$145,017
Audit (IQPA)$29,328
Total administrative$1,548,137
The Marriott Vacations Worldwide Corp. 401(k) match · 2023
Employer contribution per active participant$2,180
Median for plans this size$4,362
2023$2,180 per active participant
2022$2,112 per active participant

Marriott Vacations Worldwide Corp.'s 2023 employer contribution ran below the $4,362 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
FEDILITY INVESTMENTS INSTITUTIONAL · Loan processing$1,373,792
CAPFINANCIAL PARTNERS LLC · Investment advisory (plan)$145,017
WITHUMSMITH+BROWN, PC · Accounting / audit$29,328

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2023$1,548,137 · 0.19%
2022$1,332,846 · 0.17%
Same employer
Similar plansReal Estate & Leasing · Florida
Sunbelt Rentals, Inc. SC$1.2B · 0.15%
Zillow Group, Inc. WA$849.8M · 0.03%
Homeservices of America, Inc MN$790.9M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 452598330 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.