401(k) · DOL Form 5500 · 2022

Marsh Properties, LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
60
Participants Small participant base
76th
Percentile by assets National rank
$312,630
Avg per participant High balance/head
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Official DOL plan name: Marsh Properties, LLC 401(k) Profit Sharing Plan · Sponsored by Marsh Properties, LLC · North Carolina · Real Estate

$19M in assets, 60 participants

Marsh Properties, LLC's Marsh Properties, LLC 401(k) Profit Sharing Plan reported $19M in total assets and 60 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #4,487 in Real Estate (5,057 peers)

Where Marsh Properties, LLC 401(k) Profit Sharing Plan sits by assets

Marsh Properties, LLC 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $19M for 60 participants (~$312,630/participant), down 14.5% in 2022.

#4,487
in Real Estate (5,057 peers)
-14.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Marsh Properties, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Marsh Properties, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$18,757,781 Top 24% higher than 76% 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

Marsh Properties, LLC 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marsh Properties, LLC 401(k) Profit Sharing Plan is a small filing (60 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 320399222 · Marsh Properties, LLC PY 2022 · 401(k)

Marsh Properties, LLC 401(k) Profit Sharing Plan · $19M · 60 · 76th

  • RANK $19M
  • PHOTO 60
  • IND 76th
  • EOY 401(k)
  • 5500 near Beverly Pathology, Inc. 401(k) Profit Sharing Plan
  • ASSETS ind #4487

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 Real Estate retirement plans → · Plans in North Carolina →

Marsh Properties, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Marsh Properties, LLC 401(k) Profit Sharing PlanMarsh Properties, LLC 401(k)…$19MBeverly Pathology, Inc. 401(k) Profit Sharing PlanBeverly Pathology, Inc. 401(…$19MScreenvision 401(k) Savings PlanScreenvision 401(k) Savings …$19MNorth Alabama Ent Associates PC 401(k) Profit Sharing PlanNorth Alabama Ent Associates…$19MFox World Travel, Inc. 401(k) PlanFox World Travel, Inc. 401(k…$19M
End-of-year total assets ($M) among Marsh Properties, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$19M
Net Income-$3M
Employer EIN320399222
Plan Effective Date1953-12-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Marsh Properties, LLC)

Sponsor-wide plan assets over time

All Marsh Properties, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$22M 18.673376131217225% vs 2022
2024 filing year
$18M$20M$22M$24M 202220232024 $18.8M $22.3M ▲ +18.7%
Year Plans Participants Total Assets
2022 1 60 $19M
2023 1 62 $21M
2024 1 61 $22M

Nearby 401(k) Plans in North Carolina

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

Marsh Properties, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Marsh Properties, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.018757781 · Participants: 60Marsh Properties, LLC 401(k) Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Marsh Properties, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Marsh Properties, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Marsh Properties, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Beverly Pathology, Inc. 401(k) Profit Sharing Plan in CA ($19M); by covered participants it is Matson Money, Inc. Savings and Retirement Plan in OH (60 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (60 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 Marsh Properties, LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Marsh Properties, LLC 401(k) Profit Sharing Plan pulled back noticeably - down 14.5% during 2022, from $22M to $19M. Reported net income was -$3M.
How have Marsh Properties, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marsh Properties, LLC's sponsor-wide assets grew 18.7%, from $19M to $22M.
Where does Marsh Properties, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Marsh Properties, LLC 401(k) Profit Sharing Plan ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Marsh Properties, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Beverly Pathology, Inc. 401(k) Profit Sharing Plan in CA ($19M, 39 participants).
Which 401(k) plans cover a similar participant headcount to Marsh Properties, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Matson Money, Inc. Savings and Retirement Plan in OH (60 participants, $12M 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 320399222.

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.