401(k) · DOL Form 5500 · 2022
The Marcus Corporation 401(k) Plan
Data updated 2026-08-25
- $78M
- Total assets Below avg plan size
- 4,145
- Participants Above avg headcount
- 91st
- Percentile by assets National rank
- $18,799
- Avg per participant Low balance/head
Official DOL plan name: The Marcus Corp 401(k) Retirement Savings Plan · Sponsored by The Marcus Corporation · Wisconsin · Food Services & Accommodation
$78M in assets, 4,145 participants
The Marcus Corporation's The Marcus Corp 401(k) Retirement Savings Plan reported $78M in total assets and 4,145 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.
- #4,493 in Food Services & Accommodation (4,592 peers)
Coverage in Wisconsin
The Marcus Corp 401(k) Retirement Savings Plan covers 4,145 participants in Wisconsin, 7.4x the typical Wisconsin plan (state average ~563 per filing). Assets: $78M.
- #4,493
- in Food Services & Accommodation (4,592 peers)
- -11.7%
- assets change YoY
- 0.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Marcus Corp 401(k) Retirement Savings Plan's outsized position by total assets
The Marcus Corp 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$77,923,006 Top 9% higher than 91% 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
The Marcus Corp 401(k) Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Marcus Corp 401(k) Retirement Savings Plan lands in the large band (4,145 participants).
DOL schedule card
Filing strip 391139844 · The Marcus Corporation PY 2022 · 401(k)
The Marcus Corp 401(k) Retirement Savings Plan · $78M · 4,145 · 91st
- IND $78M
- EOY 4,145
- 5500 91st
- ASSETS 401(k)
- PCT near Universal Leaf Tobacco Company, Inc. 401(k) Savings Plan
- EIN ind #4493
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 Food Services & Accommodation retirement plans → · Plans in Wisconsin →
The Marcus Corp 401(k) Retirement Savings Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $88M |
|---|---|
| Net Assets (End of Year) | $78M |
| Net Income | -$10M |
| Employer EIN | 391139844 |
| Plan Effective Date | 1989-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Marcus Corporation)
Sponsor-wide plan assets over time
All The Marcus Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $109M 39.53679482026143% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,145 | $78M |
| 2023 | 1 | 4,900 | $92M |
| 2024 | 1 | 4,817 | $109M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
The Marcus Corp 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Universal Leaf Tobacco Company, Inc. 401(k) Savings Plan in VA ($78M); by covered participants it is Connections Education 401(k) Retirement Savings Plan in MD (4,145 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($78M here).
Similar participant headcount
Nearest other-state filings by covered participants (4,145 participants); asset peers above are excluded.
- Connections Education 401(k) Retirement Savings Plan (MD) 4,145 · 0 off
- Saddle Creek Corporation Retirement Savings Plan (FL) 4,143 · 2 off
- Hartland 401(k) Retirement Plan Trust (NC) 4,142 · 3 off
- West Pharmaceutical Services, Inc. 401(k) Plan (PA) 4,149 · 4 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.