401(k) · DOL Form 5500 · 2022

Marshall/Plumb Research Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$864K
Total assets Small plan by assets
9
Participants Small participant base
23rd
Percentile by assets National rank
$96,001
Avg per participant Below avg balance/head
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Official DOL plan name: Marshall/Plumb Research Associates, Inc. 401(k) Plan · Sponsored by Marshall/Plumb Research Associates, Inc. · California · Professional & Technical Services

$864K in assets, 9 participants

Marshall/Plumb Research Associates, Inc.'s Marshall/Plumb Research Associates, Inc. 401(k) Plan reported $864K in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.

  • #4,248 in Professional & Technical Services (21,562 peers)

Marshall/Plumb Research Associates, Inc. multi-year trail

Marshall/Plumb Research Associates, Inc.'s plans moved +32.6% in assets from 2022 to 2024; this filing shows Marshall/Plumb Research Associates, Inc. 401(k) Plan at $864K / 9 participants.

#4,248
in Professional & Technical Services (21,562 peers)
-20.0%
assets change YoY

The plan reported a net loss of $216K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Marshall/Plumb Research Associates, Inc. 401(k) Plan among the smaller filed plans by assets

Marshall/Plumb Research Associates, Inc. 401(k) Plan vs every filed plan by assets

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

$864,006 23rd percentile higher than 23% 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

Marshall/Plumb Research Associates, 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. Marshall/Plumb Research Associates, Inc. 401(k) Plan is a micro filing (9 participants), the leftmost band.

Published 5500 schedule card

Filing strip 954138787 · Marshall/Plumb Research Associates, Inc. PY 2022 · 401(k)

Marshall/Plumb Research Associates, Inc. 401(k) Plan · $864K · 9 · 23rd

  • PCT $864K
  • PCT 9
  • PCT 23rd
  • PCT 401(k)
  • PCT near Gcps Inc 401(k) Profit Sharing Plan & Trust
  • PCT ind #4248

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 California →

Marshall/Plumb Research Associates, Inc. 401(k) Plan in the asset neighbourhood

Marshall/Plumb Research Associates, Inc. 401(k) PlanMarshall/Plumb Research Asso…$864KGcps Inc 401(k) Profit Sharing Plan & TrustGcps Inc 401(k) Profit Shari…$864KThe Igd 401(k) Plan$864KInn Repose Enterprises, Corp 401(k) PlanInn Repose Enterprises, Corp…$864KImpact Services 401(k) Plan$864K
End-of-year total assets ($M) among Marshall/Plumb Research Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Marshall/Plumb Research Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Marshall/Plumb Research Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 32.61296796550024% vs 2022
2024 filing year
$0.8M$0.9M$1M$1.1M$1.2M 202220232024 $0.86M $1.15M ▲ +33.7%
Year Plans Participants Total Assets
2022 1 9 $864K
2023 1 8 $1M
2024 1 8 $1M

Marshall/Plumb Research Associates, Inc. filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$864K
Net Income-$216K
Employer EIN954138787
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Marshall/Plumb Research Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Marshall/Plumb Research Associates, Inc. 401(k) Plan, Total assets ($B): 0.000864006 · Participants: 9Marshall/Plumb Research Associates, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Marshall/Plumb Research Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Marshall/Plumb Research Associates, Inc. 401(k) Plan side-by-side with 3 peers →

Marshall/Plumb Research Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Gcps Inc 401(k) Profit Sharing Plan & Trust in TX ($864K); by covered participants it is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($864K here).

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Marshall/Plumb Research Associates, Inc. 401(k) Plan assets move in 2022? ▼
Marshall/Plumb Research Associates, Inc. 401(k) Plan declined sharply - down 20.0% during 2022, from $1M to $864K. Reported net income was -$216K.
How have Marshall/Plumb Research Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marshall/Plumb Research Associates, Inc.'s sponsor-wide assets grew 32.6%, from $864K to $1M.
Where does Marshall/Plumb Research Associates, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Marshall/Plumb Research Associates, Inc. 401(k) Plan ranks in the 23rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Marshall/Plumb Research Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gcps Inc 401(k) Profit Sharing Plan & Trust in TX ($864K, 206 participants).
Which 401(k) plans cover a similar participant headcount to Marshall/Plumb Research Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants, $616K 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 954138787.

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.