401(k) · DOL Form 5500 · 2022
Marcato Capital Management LP 401(k) Plan
Data updated 2026-08-25
- $630K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $210,021
- Avg per participant Above avg balance/head
Official DOL plan name: Marcato Capital Management LP 401(k) Profit Sharing Plan & Trust · Sponsored by Marcato Capital Management LP · California · Finance & Insurance
$630K in assets, 3 participants
Marcato Capital Management LP's Marcato Capital Management LP 401(k) Profit Sharing Plan & Trust reported $630K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 20th 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.
- #1,202 in Finance & Insurance (9,261 peers)
2022 asset change
Marcato Capital Management LP 401(k) Profit Sharing Plan & Trust contracted severely 39.0% in 2022 ($1M → $630K) for 3 participants.
- #1,202
- in Finance & Insurance (9,261 peers)
- -39.0%
- assets change YoY
The plan reported a net loss of $402K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Marcato Capital Management LP 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Marcato Capital Management LP 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$630,064 20th percentile higher than 20% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Marcato Capital Management LP 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marcato Capital Management LP 401(k) Profit Sharing Plan & Trust is a micro filing (3 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 271208364 · Marcato Capital Management LP PY 2022 · 401(k)
Marcato Capital Management LP 401(k) Profit Sharing Plan & Trust · $630K · 3 · 20th
- ASSETS $630K
- ASSETS 3
- ASSETS 20th
- ASSETS 401(k)
- ASSETS near Wilson Union and Cres/Pro Hourly 401(k) Plan
- ASSETS ind #1202
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 Finance & Insurance retirement plans → · Plans in California →
Marcato Capital Management LP 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $630K |
| Net Income | -$402K |
| Employer EIN | 271208364 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Marcato Capital Management LP 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Wilson Union and Cres/Pro Hourly 401(k) Plan in NC ($630K); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($630K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.