401(k) · DOL Form 5500 · 2022
Pergan Marshall, LLC 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 33
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $77,530
- Avg per participant Below avg balance/head
Official DOL plan name: Pergan Marshall, LLC 401(k) Savings Plan · Sponsored by Pergan Marshall, LLC · Texas · Manufacturing
$3M in assets, 33 participants
Pergan Marshall, LLC's Pergan Marshall, LLC 401(k) Savings Plan reported $3M in total assets and 33 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.
- #4,353 in Manufacturing (20,602 peers)
Pergan Marshall, LLC multi-year trail
Pergan Marshall, LLC's plans moved +18.9% in assets from 2022 to 2024; this filing shows Pergan Marshall, LLC 401(k) Savings Plan at $3M / 33 participants.
- #4,353
- in Manufacturing (20,602 peers)
- +70.2%
- assets growth YoY
The plan reported a net loss of $146K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Pergan Marshall, LLC 401(k) Savings Plan's mid-pack asset rank among Manufacturing and all filers
Pergan Marshall, LLC 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,558,489 38th percentile higher than 38% 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
Pergan Marshall, LLC 401(k) Savings Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pergan Marshall, LLC 401(k) Savings Plan is a small filing (33 participants) on this national headcount ladder.
DOL schedule card
Filing strip 830484040 · Pergan Marshall, LLC PY 2022 · 401(k)
Pergan Marshall, LLC 401(k) Savings Plan · $3M · 33 · 38th
- PART $3M
- PART 33
- PART 38th
- PART 401(k)
- PART near Direct Services, Inc. 401(k) Plan
- PART ind #4353
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 Texas →
Pergan Marshall, LLC 401(k) Savings Plan in the asset neighbourhood
Pergan Marshall, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Pergan Marshall, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 18.917728393594814% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 33 | $3M |
| 2023 | 1 | 39 | $3M |
| 2024 | 1 | 43 | $3M |
Pergan Marshall, LLC filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$146K |
| Employer EIN | 830484040 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Pergan Marshall, LLC 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Direct Services, Inc. 401(k) Plan in VA ($3M); by covered participants it is Scout Media Holdings, Inc. Retirement Savings Plan in NY (33 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (33 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.