401(k) · DOL Form 5500 · 2022

Marshall Wace North America, LP 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
98
Participants Small participant base
82nd
Percentile by assets National rank
$298,452
Avg per participant High balance/head
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Official DOL plan name: Marshall Wace North America LP 401(k) Profit Sharing & Trust · Sponsored by Marshall Wace North America, LP · New York · Finance & Insurance

$29M in assets, 98 participants

Marshall Wace North America, LP's Marshall Wace North America LP 401(k) Profit Sharing & Trust reported $29M in total assets and 98 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,647 in Finance & Insurance (9,261 peers)

Where Marshall Wace North America LP 401(k) Profit Sharing & Trust sits by assets

Marshall Wace North America LP 401(k) Profit Sharing & Trust sits in the top quartile of all filed plans by assets, $29M for 98 participants (~$298,452/participant), down 6.2% in 2022.

#6,647
in Finance & Insurance (9,261 peers)
-6.2%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Marshall Wace North America LP 401(k) Profit Sharing & Trust's outsized position by total assets

Marshall Wace North America LP 401(k) Profit Sharing & Trust vs every filed plan by assets

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

$29,248,265 Top 18% higher than 82% 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

Marshall Wace North America LP 401(k) Profit Sharing & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marshall Wace North America LP 401(k) Profit Sharing & Trust is a small filing (98 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 470943020 · Marshall Wace North America, LP PY 2022 · 401(k)

Marshall Wace North America LP 401(k) Profit Sharing & Trust · $29M · 98 · 82nd

  • EIN $29M
  • RANK 98
  • PHOTO 82nd
  • IND 401(k)
  • EOY near T & a Supply Company, Inc. 401(k) Profit Sharing Plan and Trust
  • 5500 ind #6647

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 Finance & Insurance retirement plans → · Plans in New York →

Marshall Wace North America LP 401(k) Profit Sharing & Trust in the asset neighbourhood

Marshall Wace North America LP 401(k) Profit Sharing & TrustMarshall Wace North America …$29MT & a Supply Company, Inc. 401(k) Profit Sharing Plan and TrustT & a Supply Company, Inc. 4…$29MIms 401(k) Plan$29MMetro Credit Union 401(k) PlanMetro Credit Union 401(k) Pl…$29MRouse, P.C. Savings & Profit Sharing PlanRouse, P.C. Savings & Profit…$29M
End-of-year total assets ($M) among Marshall Wace North America LP 401(k) Profit Sharing & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$29M
Net Income-$2M
Employer EIN470943020
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marshall Wace North America, LP)

Sponsor-wide plan assets over time

All Marshall Wace North America, LP plans reported in each filing year

Latest sponsor-wide plan assets
$56M 91.38559842780418% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $29.3M $56M ▲ +91.4%
Year Plans Participants Total Assets
2022 1 98 $29M
2023 1 114 $41M
2024 1 163 $56M

Nearby 401(k) Plans in New York

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

Marshall Wace North America LP 401(k) Profit Sharing & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Marshall Wace North America LP 401(k) Profit Sharing & Trust, Total assets ($B): 0.029248265 · Participants: 98Marshall Wace North America LP 401(k) Profit Sharing & TrustIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Marshall Wace North America LP 401(k) Profit Sharing & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Marshall Wace North America LP 401(k) Profit Sharing & Trust side-by-side with 3 peers →

Marshall Wace North America LP 401(k) Profit Sharing & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is T & a Supply Company, Inc. 401(k) Profit Sharing Plan and Trust in WA ($29M); by covered participants it is Sierra7 401(k) Plan in VA (98 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (98 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 Marshall Wace North America LP 401(k) Profit Sharing & Trust assets move in 2022? ▼
Marshall Wace North America LP 401(k) Profit Sharing & Trust pulled back noticeably - down 6.2% during 2022, from $31M to $29M. Reported net income was -$2M.
How have Marshall Wace North America, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marshall Wace North America, LP's sponsor-wide assets grew 91.4%, from $29M to $56M.
Where does Marshall Wace North America LP 401(k) Profit Sharing & Trust rank by assets among Form 5500 filers? ▼
Marshall Wace North America LP 401(k) Profit Sharing & Trust ranks in the 82nd 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 Marshall Wace North America LP 401(k) Profit Sharing & Trust? ▼
Among 401(k) plans in other states, the closest by assets is T & a Supply Company, Inc. 401(k) Profit Sharing Plan and Trust in WA ($29M, 303 participants).
Which 401(k) plans cover a similar participant headcount to Marshall Wace North America LP 401(k) Profit Sharing & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Sierra7 401(k) Plan in VA (98 participants, N/A 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 470943020.

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.