PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Marqeta, Inc.
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Marqeta, Inc.

EIN 27-4306690-financial services-Latest filing 2025
Plans
2
Retirement
1
$133.3M assets
Health & Benefits
1
$15.1M premiums
Participants
1,804
180 GRAND AVENUE, SUITE 600 - OAKLAND, CA 94612510-401-1862marqeta.comLinkedIn501-1000 employeesfinancial services
Plans on this EIN
2 filings
#001401(k)-$133.3M - 1,149 part#501Mixed-$15.1M - 1,217 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $15.1M premiums / 1,217 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$14.2M
  • Prescription drug$14.2M
  • Other$13.8M
  • Vision$770K
  • Life$770K
  • Short-term disability$770K
  • +1 more
Total $15.1M7 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

MARQETA 401(K) PLAN

401(k)

Assets$133.3M
Participants1,149
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

MARQETA, INC. HEALTH AND WELFARE BENEFIT PLAN

Mixed - AETNA LIFE INSURANCE COMPANY

Premiums$15.1M
Covered lives1,217
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001MARQETA 401(K) PLAN401(k)$133.3M1,1492025
  • MARQETA 401(K) PLAN$133.3M
    #001 · 401(k) · 20251,149

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501MARQETA, INC. HEALTH AND WELFARE BENEFIT PLANMixedAETNA LIFE INSURANCE COMPANY$15.1M1,2172025
  • MARQETA, INC. HEALTH AND WELFARE BENEFIT PLAN$15.1M
    #501 · Mixed · AETNA LIFE INSURANCE COMPANY · 20251,217
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica