401(k) · DOL Form 5500 · 2022

Marsh, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
16
Participants Small participant base
43rd
Percentile by assets National rank
$214,735
Avg per participant Above avg balance/head
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Official DOL plan name: Marsh, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Marsh, Inc. · Ohio · Professional & Technical Services

$3M in assets, 16 participants

Marsh, Inc.'s Marsh, Inc. 401(k) Profit Sharing Plan and Trust reported $3M in total assets and 16 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.

  • #8,692 in Professional & Technical Services (21,562 peers)

Marsh, Inc. multi-year trail

Marsh, Inc.'s plans moved -35.3% in assets from 2022 to 2024; this filing shows Marsh, Inc. 401(k) Profit Sharing Plan and Trust at $3M / 16 participants.

#8,692
in Professional & Technical Services (21,562 peers)
-20.4%
assets change YoY

The plan reported a net loss of $882K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Marsh, Inc. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Marsh, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$3,435,755 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

Marsh, Inc. 401(k) Profit Sharing Plan and Trust 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, Inc. 401(k) Profit Sharing Plan and Trust is a small filing (16 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 310524868 · Marsh, Inc. PY 2022 · 401(k)

Marsh, Inc. 401(k) Profit Sharing Plan and Trust · $3M · 16 · 43rd

  • TYPE $3M
  • TYPE 16
  • TYPE 43rd
  • TYPE 401(k)
  • TYPE near Blue Heron 401(k) Plan
  • TYPE ind #8692

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 Ohio →

Marsh, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Marsh, Inc. 401(k) Profit Sharing Plan and TrustMarsh, Inc. 401(k) Profit Sh…$3MBlue Heron 401(k) Plan$3MInventprise, Inc. 401(k) Plan$3MMaplewood Beverage Packers, LLC 401(k) PlanMaplewood Beverage Packers, …$3MStrobel Companies 401(k) Profit Sharing PlanStrobel Companies 401(k) Pro…$3M
End-of-year total assets ($M) among Marsh, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Marsh, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Marsh, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 35.34885345433537% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $3.44M $2.22M ▼ -35.5%
Year Plans Participants Total Assets
2022 1 16 $3M
2023 1 12 $3M
2024 1 6 $2M

Marsh, Inc. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$882K
Employer EIN310524868
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Marsh, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Marsh, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.003435755 · Participants: 16Marsh, Inc. 401(k) Profit Sharing Plan and TrustThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Marsh, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Marsh, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is Blue Heron 401(k) Plan in NV ($3M); by covered participants it is Williams, Robinson Et Al 401(k) Plan & Trust in MO (16 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (16 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, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Marsh, Inc. 401(k) Profit Sharing Plan and Trust declined sharply - down 20.4% during 2022, from $4M to $3M. Reported net income was -$882K.
How have Marsh, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marsh, Inc.'s sponsor-wide assets declined 35.3%, from $3M to $2M.
Which 401(k) plans are similar in size to Marsh, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Blue Heron 401(k) Plan in NV ($3M, 148 participants).
Which 401(k) plans cover a similar participant headcount to Marsh, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Williams, Robinson Et Al 401(k) Plan & Trust in MO (16 participants, $2M 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 310524868.

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.