Other · DOL Form 5500 · 2022

The Marshall School Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
78
Participants Small participant base
63rd
Percentile by assets National rank
$117,415
Avg per participant Below avg balance/head
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Official DOL plan name: The Marshall School DC Plan · Sponsored by The Marshall School · Minnesota · Educational Services

$9M in assets, 78 participants

The Marshall School's The Marshall School DC Plan reported $9M in total assets and 78 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #1,862 in Educational Services (4,024 peers)

The Marshall School multi-year trail

The Marshall School's plans moved +26.9% in assets from 2022 to 2024; this filing shows The Marshall School DC Plan at $9M / 78 participants.

#1,862
in Educational Services (4,024 peers)
-13.5%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Marshall School DC Plan's mid-pack asset rank among Educational Services and all filers

The Marshall School DC Plan vs every filed plan by assets

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

$9,158,378 Top 37% higher than 63% 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

The Marshall School DC 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. The Marshall School DC Plan is a small filing (78 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 410765672 · The Marshall School PY 2022 · Other

The Marshall School DC Plan · $9M · 78 · 63rd

  • PCT $9M
  • EIN 78
  • RANK 63rd
  • PHOTO Other
  • IND near Auxiliary Services Defined Contribution Retirement Plan
  • EOY ind #1862

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 Educational Services retirement plans → · Plans in Minnesota →

The Marshall School DC Plan in the asset neighbourhood

403(b) Thrift Plan of the Handicapped Children S Association of Southern New York, Inc.403(b) Thrift Plan of the Ha…$9MHcs 403(b) Retirement Plan$9MThe Marshall School DC Plan$9MAuxiliary Services Defined Contribution Retirement PlanAuxiliary Services Defined C…$9MCannon Memorial Hospital Employees Retirement Plan AgreementCannon Memorial Hospital Emp…$9M
End-of-year total assets ($M) among The Marshall School DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

The Marshall School multi-year asset trail

Sponsor-wide plan assets over time

All The Marshall School plans reported in each filing year

Latest sponsor-wide plan assets
$12M 26.884039946811544% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $9.16M $11.6M ▲ +26.9%
Year Plans Participants Total Assets
2022 1 78 $9M
2023 1 80 $11M
2024 1 93 $12M

The Marshall School filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$9M
Net Income-$1M
Employer EIN410765672
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Minnesota

Peer Other plans, same state, same plan type, ranked by total assets.

The Marshall School DC Plan vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants The Marshall School DC Plan, Total assets ($B): 0.009158378 · Participants: 78The Marshall School DC PlanMayo 403(b) Plan, Total assets ($B): 9.453323372 · Participants: 80932Mayo 403(b) PlanCentracare Health System 403(b) Plan, Total assets ($B): 0.739468957 · Participants: 10840Centracare Health System 403(b) PlanChildrens Hospitals and Clinics Matched Savings Plan, Total assets ($B): 0.691827028 · Participants: 5009Childrens Hospitals and Clinics Matched Savings PlanCarpenters & Joiners Defined Contribution Plan, Total assets ($B): 0.583263225 · Participants: 20332Carpenters & Joiners Defined Contribution PlanUniversity of St. Thomas Retirement Plan, Total assets ($B): 0.358032714 · Participants: 2317University of St. Thomas Retirement Plan
The Marshall School DC Plan vs. nearby Other plans in Minnesota, assets vs. participants

The Marshall School DC Plan's out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is Auxiliary Services Defined Contribution Retirement Plan in NY ($9M); by covered participants it is 403(b) Thrift Plan for Employees of Jewish Community Center of Staten Island, Incorporated in NY (78 participants). Same-state nearby plans are listed separately above.

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 The Marshall School DC Plan assets move in 2022?
The Marshall School DC Plan pulled back noticeably - down 13.5% during 2022, from $11M to $9M. Reported net income was -$1M.
How have The Marshall School plan assets changed over time?
Across 3 plan years on file (2022-2024), The Marshall School's sponsor-wide assets grew 26.9%, from $9M to $12M.
Which Other plans are similar in size to The Marshall School DC Plan?
Among Other plans in other states, the closest by assets is Auxiliary Services Defined Contribution Retirement Plan in NY ($9M, 84 participants).
Which Other plans cover a similar participant headcount to The Marshall School DC Plan?
Among Other plans in other states, the closest by covered participants is 403(b) Thrift Plan for Employees of Jewish Community Center of Staten Island, Incorporated in NY (78 participants, $4M in assets).