401(k) · DOL Form 5500 · 2022

Marcus Thomas, LLC 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
182
Participants Below avg headcount
80th
Percentile by assets National rank
$137,102
Avg per participant Near avg balance/head
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Official DOL plan name: Marcus Thomas, LLC. Tax-Deferred Savings Plan · Sponsored by Marcus Thomas, LLC · Ohio · Professional & Technical Services

$25M in assets, 182 participants

Marcus Thomas, LLC's Marcus Thomas, LLC. Tax-Deferred Savings Plan reported $25M in total assets and 182 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #17,451 in Professional & Technical Services (21,562 peers)

Coverage in Ohio

Marcus Thomas, LLC. Tax-Deferred Savings Plan covers 182 participants in Ohio, about 24% of the average Ohio filer (state average ~765 per filing). Assets: $25M.

#17,451
in Professional & Technical Services (21,562 peers)
-17.4%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Marcus Thomas, LLC. Tax-Deferred Savings Plan's outsized position by total assets

Marcus Thomas, LLC. Tax-Deferred Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$24,952,625 Top 20% higher than 80% of 139,123 filed plans

This plan $0 $2,050,000,000 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

Marcus Thomas, LLC. Tax-Deferred Savings 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. Marcus Thomas, LLC. Tax-Deferred Savings Plan sits mid-pack in the medium band (182 participants).

DOL schedule card

Filing strip 341535100 · Marcus Thomas, LLC PY 2022 · 401(k)

Marcus Thomas, LLC. Tax-Deferred Savings Plan · $25M · 182 · 80th

  • NET $25M
  • NET 182
  • NET 80th
  • NET 401(k)
  • NET near Port Blakely 401(k) Profit Sharing Plan and Trust
  • NET ind #17451

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 Professional & Technical Services retirement plans → · Plans in Ohio →

Marcus Thomas, LLC. Tax-Deferred Savings Plan in the asset neighbourhood

Marcus Thomas, LLC. Tax-Deferred Savings PlanMarcus Thomas, LLC. Tax-Defe…$25MPort Blakely 401(k) Profit Sharing Plan and TrustPort Blakely 401(k) Profit S…$25MConnell Resources, Inc. 401(k) Profit Sharing PlanConnell Resources, Inc. 401(…$25MRoquette America Inc Bargaining Unit Savings PlanRoquette America Inc Bargain…$25MMichaud, Cooley, Erickson Psp and TrustMichaud, Cooley, Erickson Ps…$25M
End-of-year total assets ($M) among Marcus Thomas, LLC. Tax-Deferred Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$25M
Net Income-$5M
Employer EIN341535100
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marcus Thomas, LLC)

Sponsor-wide plan assets over time

All Marcus Thomas, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$30M 21.27127306245335% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $25M $30.3M ▲ +21.3%
Year Plans Participants Total Assets
2022 1 182 $25M
2023 1 201 $30M
2024 1 175 $30M

Nearby 401(k) Plans in Ohio

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Marcus Thomas, LLC. Tax-Deferred Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Marcus Thomas, LLC. Tax-Deferred Savings Plan, Total assets ($B): 0.024952625 · Participants: 182Marcus Thomas, LLC. Tax-Deferred Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Marcus Thomas, LLC. Tax-Deferred Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Marcus Thomas, LLC. Tax-Deferred Savings Plan side-by-side with 3 peers →

Marcus Thomas, LLC. Tax-Deferred Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Port Blakely 401(k) Profit Sharing Plan and Trust in WA ($25M); by covered participants it is Hillman Bus 401(k) in NJ (182 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (182 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.

Frequently Asked Questions

How did Marcus Thomas, LLC. Tax-Deferred Savings Plan assets move in 2022? ▼
Marcus Thomas, LLC. Tax-Deferred Savings Plan declined sharply - down 17.4% during 2022, from $30M to $25M. Reported net income was -$5M.
How have Marcus Thomas, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marcus Thomas, LLC's sponsor-wide assets grew 21.3%, from $25M to $30M.
Where does Marcus Thomas, LLC. Tax-Deferred Savings Plan rank by assets among Form 5500 filers? ▼
Marcus Thomas, LLC. Tax-Deferred Savings Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Marcus Thomas, LLC. Tax-Deferred Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Port Blakely 401(k) Profit Sharing Plan and Trust in WA ($25M, 109 participants).
Which 401(k) plans cover a similar participant headcount to Marcus Thomas, LLC. Tax-Deferred Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hillman Bus 401(k) in NJ (182 participants, $709K in assets).

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 341535100.

Read our methodology - how this data is sourced, computed, and verified.

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