401(k) Β· DOL Form 5500 Β· 2022

Marcato Capital Management LP 401(k) Profit Sharing Plan & Trust

ERISA Form 5500 plan record drawn from DOL EBSA, verify with linked source filings below.

N/A
Total assets
3
Participants

Sponsored by Marcato Capital Management LP Β· California Β· Finance & Insurance

What the 2022 filing shows

Marcato Capital Management LP 401(k) Profit Sharing Plan & Trust holds N/A for 3 participants.

N/A
total plan assets (2022 EOY)
3
covered participants
Total Assets (2023)
N/A
Participants
3
State
Industry
Finance & Insurance

What the Filing Says About Marcato Capital Management LP 401(k) Profit Sharing Plan & Trust

Marcato Capital Management LP 401(k) Profit Sharing Plan & Trust is a 401(k) retirement plan sponsored by Marcato Capital Management LP, headquartered in California. As of the 2022 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 3 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 271208364, and the plan has been effective since 2011-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2022 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan Type401(k)
Employer EIN271208364
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the Marcato Capital Management LP 401(k) Profit Sharing Plan & Trust?
As of the 2022 Form 5500 filing, Marcato Capital Management LP 401(k) Profit Sharing Plan & Trust holds N/A in total assets with 3 participants. It is sponsored by Marcato Capital Management LP.
What type of plan is Marcato Capital Management LP 401(k) Profit Sharing Plan & Trust?
Marcato Capital Management LP 401(k) Profit Sharing Plan & Trust is a 401(k) plan. It has been effective since 2011-01-01. The plan is filed with the U.S. Department of Labor under EIN 271208364.
Who sponsors the Marcato Capital Management LP 401(k) Profit Sharing Plan & Trust?
Marcato Capital Management LP 401(k) Profit Sharing Plan & Trust is sponsored by Marcato Capital Management LP, located in California. The sponsor's EIN is 271208364 and the plan operates in the Finance & Insurance industry.
How did Marcato Capital Management LP 401(k) Profit Sharing Plan & Trust perform in 2022?
Marcato Capital Management LP 401(k) Profit Sharing Plan & Trust held N/A in total assets at the end of 2022.
Where can I find official filings for Marcato Capital Management LP 401(k) Profit Sharing Plan & Trust?
Official Form 5500 filings for Marcato Capital Management LP 401(k) Profit Sharing Plan & Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 271208364 or plan name at efast.dol.gov.
How does Marcato Capital Management LP 401(k) Profit Sharing Plan & Trust compare to other plans?
You can compare Marcato Capital Management LP 401(k) Profit Sharing Plan & Trust against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks all 402,674 ERISA-covered retirement plans in the U.S. that filed a Form 5500 for the 2023 plan year.

Explore PlainRetire

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 271208364.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

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