401(k) · DOL Form 5500 · 2022

Marcus Investments, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
107
Participants Small participant base
43rd
Percentile by assets National rank
$31,546
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Marcus Investments, LLC 401(k) Retirement Plan · Sponsored by Marcus Investments, LLC · Wisconsin · Professional & Technical Services

$3M in assets, 107 participants

Marcus Investments, LLC's Marcus Investments, LLC 401(k) Retirement Plan reported $3M in total assets and 107 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,617 in Professional & Technical Services (21,562 peers)

Coverage in Wisconsin

Marcus Investments, LLC 401(k) Retirement Plan covers 107 participants in Wisconsin, about 19% of the average Wisconsin filer (state average ~563 per filing). Assets: $3M.

#8,617
in Professional & Technical Services (21,562 peers)
-10.7%
assets change YoY

The plan reported a net loss of $403K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Marcus Investments, LLC 401(k) Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Marcus Investments, LLC 401(k) Retirement Plan vs every filed plan by assets

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

$3,375,442 43rd percentile higher than 43% 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 Investments, LLC 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marcus Investments, LLC 401(k) Retirement Plan sits mid-pack in the medium band (107 participants).

DOL schedule card

Filing strip 204632365 · Marcus Investments, LLC PY 2022 · 401(k)

Marcus Investments, LLC 401(k) Retirement Plan · $3M · 107 · 43rd

  • IND $3M
  • IND 107
  • IND 43rd
  • IND 401(k)
  • IND near Cunningham Pattern and Engineering, Inc. 401(k) Profit Sharing Plan
  • IND ind #8617

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 Professional & Technical Services retirement plans → · Plans in Wisconsin →

Marcus Investments, LLC 401(k) Retirement Plan in the asset neighbourhood

Marcus Investments, LLC 401(k) Retirement PlanMarcus Investments, LLC 401(…$3MCunningham Pattern and Engineering, Inc. 401(k) Profit Sharing PlanCunningham Pattern and Engin…$3MSullivan Bancshares, Inc. Employee Savings and Retirement PlanSullivan Bancshares, Inc. Em…$3MPro Automated Inc 401(k) Profit Sharing Plan TrustPro Automated Inc 401(k) Pro…$3MCon-Fab California, LLC 401(k) PlanCon-Fab California, LLC 401(…$3M
End-of-year total assets ($M) among Marcus Investments, LLC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$403K
Employer EIN204632365
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Marcus Investments, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Marcus Investments, LLC 401(k) Retirement Plan, Total assets ($B): 0.003375442 · Participants: 107Marcus Investments, LLC 401(k) Retirement PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Marcus Investments, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Marcus Investments, LLC 401(k) Retirement Plan side-by-side with 3 peers →

Marcus Investments, LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Cunningham Pattern and Engineering, Inc. 401(k) Profit Sharing Plan in IN ($3M); by covered participants it is First National Bank in Howell 401 (K) Plan in MI (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Investments, LLC 401(k) Retirement Plan assets move in 2022? ▼
Marcus Investments, LLC 401(k) Retirement Plan pulled back noticeably - down 10.7% during 2022, from $4M to $3M. Reported net income was -$403K.
Which 401(k) plans are similar in size to Marcus Investments, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cunningham Pattern and Engineering, Inc. 401(k) Profit Sharing Plan in IN ($3M, 31 participants).
Which 401(k) plans cover a similar participant headcount to Marcus Investments, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First National Bank in Howell 401 (K) Plan in MI (107 participants, N/A 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 204632365.

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.