401(k) · DOL Form 5500 · 2022
Marshall Excelsior Company 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 251
- Participants Below avg headcount
- 47th
- Percentile by assets National rank
- $16,770
- Avg per participant Low balance/head
Official DOL plan name: Marshall Excelsior Company 401(k) Plan · Sponsored by Marshall Excelsior Company · Michigan · Manufacturing
$4M in assets, 251 participants
Marshall Excelsior Company's Marshall Excelsior Company 401(k) Plan reported $4M in total assets and 251 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.
- #6,243 in Manufacturing (20,602 peers)
Coverage in Michigan
Marshall Excelsior Company 401(k) Plan covers 251 participants in Michigan, about 39% of the average Michigan filer (state average ~638 per filing). Assets: $4M.
- #6,243
- in Manufacturing (20,602 peers)
- -4.3%
- assets change YoY
The plan reported a net loss of $172K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Marshall Excelsior Company 401(k) Plan's mid-pack asset rank among Manufacturing and all filers
Marshall Excelsior Company 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,209,310 47th percentile higher than 47% 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
Marshall Excelsior Company 401(k) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marshall Excelsior Company 401(k) Plan sits mid-pack in the medium band (251 participants).
DOL schedule card
Filing strip 382155581 · Marshall Excelsior Company PY 2022 · 401(k)
Marshall Excelsior Company 401(k) Plan · $4M · 251 · 47th
- EIN $4M
- EIN 251
- EIN 47th
- EIN 401(k)
- EIN near Risemark 401(k) Profit Sharing Plan
- EIN ind #6243
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 Manufacturing retirement plans → · Plans in Michigan →
Marshall Excelsior Company 401(k) Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$172K |
| Employer EIN | 382155581 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Marshall Excelsior Company)
Sponsor-wide plan assets over time
All Marshall Excelsior Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 54.774487980215284% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 251 | $4M |
| 2023 | 1 | 249 | $5M |
| 2024 | 1 | 177 | $7M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $18.1B · 43,382
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $13.8B · 32,974
- The Dow Chemical Company Employees' Savings Plan $9.3B · 16,930
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $7.5B · 40,458
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $6.4B · 57,811
Marshall Excelsior Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Risemark 401(k) Profit Sharing Plan in NE ($4M); by covered participants it is Trusted Senior Care, LLC Dba Home Instead Senior Care 401(k) Plan in KY (251 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Risemark 401(k) Profit Sharing Plan (NE) $4M · 368
- Bioduro LLC 401(k) Plan (CA) $4M · 96
- Safavieh Group, LLC 401(k) Plan (NY) $4M · 432
- Tmf Center Inc 401(k) Retirement Plan and Trust (IN) $4M · 167
Similar participant headcount
Nearest other-state filings by covered participants (251 participants); asset peers above are excluded.
- Trusted Senior Care, LLC Dba Home Instead Senior Care 401(k) Plan (KY) 251 · 0 off
- Lyons Hr-Hri Retirement Savings Plan (AL) 251 · 0 off
- Crown/Loyal 401(k) Plan (NH) 251 · 0 off
- Omaha Steaks Union 401(k) Plan (NE) 251 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.