401(k) · DOL Form 5500 · 2022

The Marcus Corporation 401(k) Plan

Data updated 2026-08-11

$78M
Total assets
4,145
Participants
91st
Percentile by assets
$18,799
Avg per participant
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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.

  • 91st percentile by assets (of 139,126 plans)
  • #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.

$78M
total plan assets (2022 EOY)
4,145
covered participants
91st
percentile by assets (of 139,126 plans)
$18,799
avg assets per participant

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.

Where The Marcus Corp 401(k) Retirement Savings Plan sits 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

This plan $0 $2,010,000,000 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

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. The Marcus Corp 401(k) Retirement Savings Plan reports 4,145 participants - 7.4x that state average ($78M EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)$88M
Net Assets (End of Year)$78M
Net Income-$10M
Employer EIN391139844
Plan Effective Date1989-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Marcus Corporation)

$70M$80M$90M$100M$110M$120M 202220232024 $77.9M $109M ▲ +39.5%
Total plan assets by year, all The Marcus Corporation plans on file
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.

The Marcus Corp 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 0100002000030000 -20246 Total assets ($B) Participants The Marcus Corp 401(…, Total assets ($B): 0.077923006 · Participants: 4145The Marcus Corp 401(…Johnson Controls Ret…, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Ret…Fiserv 401(k) Saving…, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Saving…Kimberly-Clark Corpo…, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corpo…Rockwell Automation …, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation …Nm Employee Savings …, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings …
The Marcus Corp 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Marcus Corp 401(k) Retirement Savings Plan by total assets, not by location.

Frequently Asked Questions

How did The Marcus Corp 401(k) Retirement Savings Plan assets move in 2022?
The Marcus Corp 401(k) Retirement Savings Plan pulled back noticeably - down 11.7% during 2022, from $88M to $78M. Reported net income was -$10M.
How have The Marcus Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), The Marcus Corporation's sponsor-wide assets grew 39.5%, from $78M to $109M.
Where does The Marcus Corp 401(k) Retirement Savings Plan rank by assets among Form 5500 filers?
The Marcus Corp 401(k) Retirement Savings Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to The Marcus Corp 401(k) Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Universal Leaf Tobacco Company, Inc. 401(k) Savings Plan in VA ($78M, 2,094 participants).

Next read for The Marcus Corp 401(k) Retirement Saving…

Filing takeaways

Ways to act on The Marcus Corp 401(k) Retirement Savings Plan's numbers.