401(k) · DOL Form 5500 · 2022

Marcus Schloss & Co., Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
8
Participants Small participant base
65th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Marcus Schloss & Co., Inc. 401(k) Plan · Sponsored by Marcus Schloss & Co., Inc. · New York · Finance & Insurance

$10M in assets, 8 participants

Marcus Schloss & Co., Inc.'s Marcus Schloss & Co., Inc. 401(k) Plan reported $10M in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #4,457 in Finance & Insurance (9,261 peers)

Marcus Schloss & Co., Inc. multi-year trail

Marcus Schloss & Co., Inc.'s plans moved -10.4% in assets from 2022 to 2024; this filing shows Marcus Schloss & Co., Inc. 401(k) Plan at $10M / 8 participants.

#4,457
in Finance & Insurance (9,261 peers)
-8.4%
assets change YoY

The plan reported a net loss of $915K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Marcus Schloss & Co., Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Marcus Schloss & Co., Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$9,922,717 Top 35% higher than 65% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Marcus Schloss & Co., Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marcus Schloss & Co., Inc. 401(k) Plan is a micro filing (8 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 135676531 · Marcus Schloss & Co., Inc. PY 2022 · 401(k)

Marcus Schloss & Co., Inc. 401(k) Plan · $10M · 8 · 65th

  • EOY $10M
  • EOY 8
  • EOY 65th
  • EOY 401(k)
  • EOY near Pharma Tech Industries 401(k) Plan
  • EOY ind #4457

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 Finance & Insurance retirement plans → · Plans in New York →

Marcus Schloss & Co., Inc. 401(k) Plan in the asset neighbourhood

Marcus Schloss & Co., Inc. 401(k) PlanMarcus Schloss & Co., Inc. 4…$10MPharma Tech Industries 401(k) PlanPharma Tech Industries 401(k…$10MSarstedt Inc. Retirement Plan$10MFox Hill Village 401(k) Plan$10MNext Generation 401(k) Pooled Employer PlanNext Generation 401(k) Poole…$10M
End-of-year total assets ($M) among Marcus Schloss & Co., Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Marcus Schloss & Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Marcus Schloss & Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 10.383133974293534% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $9.92M $8.89M ▼ -10.4%
Year Plans Participants Total Assets
2022 1 8 $10M
2023 1 8 $12M
2024 1 4 $9M

Marcus Schloss & Co., Inc. filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$10M
Net Income-$915K
Employer EIN135676531
Plan Effective Date1959-06-26
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Marcus Schloss & Co., Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Marcus Schloss & Co., Inc. 401(k) Plan, Total assets ($B): 0.009922717 · Participants: 8Marcus Schloss & Co., Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Marcus Schloss & Co., Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Marcus Schloss & Co., Inc. 401(k) Plan side-by-side with 3 peers →

Marcus Schloss & Co., Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Pharma Tech Industries 401(k) Plan in GA ($10M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Marcus Schloss & Co., Inc. 401(k) Plan assets move in 2022? ▼
Marcus Schloss & Co., Inc. 401(k) Plan pulled back noticeably - down 8.4% during 2022, from $11M to $10M. Reported net income was -$915K.
How have Marcus Schloss & Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marcus Schloss & Co., Inc.'s sponsor-wide assets declined 10.4%, from $10M to $9M.
Which 401(k) plans are similar in size to Marcus Schloss & Co., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pharma Tech Industries 401(k) Plan in GA ($10M, 257 participants).
Which 401(k) plans cover a similar participant headcount to Marcus Schloss & Co., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (8 participants, $63K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 135676531.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.