401(k) · DOL Form 5500 · 2022

Marcum LLP 401(k) Plan

Data updated 2026-08-25

$435M
Total assets Above avg plan size
2,084
Participants Near avg headcount
98th
Percentile by assets National rank
$208,669
Avg per participant Above avg balance/head
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Official DOL plan name: Marcum LLP 401(k) Plan · Sponsored by Marcum LLP · New York · Professional & Technical Services

$435M in assets, 2,084 participants

Marcum LLP's Marcum LLP 401(k) Plan reported $435M in total assets and 2,084 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #21,213 in Professional & Technical Services (21,562 peers)

Coverage in New York

Marcum LLP 401(k) Plan covers 2,084 participants in New York, 2.6x the typical New York plan (state average ~798 per filing). Assets: $435M.

#21,213
in Professional & Technical Services (21,562 peers)
+11.2%
assets growth YoY
4.4×
vs typical plan assets (national mean)

The plan reported a net loss of $48M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Marcum LLP 401(k) Plan's outsized position by total assets

Marcum LLP 401(k) Plan vs every filed plan by assets

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

$434,865,476 Top 2% higher than 98% 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

Marcum LLP 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marcum LLP 401(k) Plan lands in the large band (2,084 participants).

EBSA filing schedule strip

Filing strip 111986323 · Marcum LLP PY 2022 · 401(k)

Marcum LLP 401(k) Plan · $435M · 2,084 · 98th

  • BOOK $435M
  • VS-ST 2,084
  • BOY 98th
  • SCH 401(k)
  • EBSA near Integer 401(k) Plan
  • PART ind #21213

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 New York →

Marcum LLP 401(k) Plan in the asset neighbourhood

Coherent Corp. 401(k) Profit Sharing PlanCoherent Corp. 401(k) Profit…$435MNorthwest Community Healthcare Employees' Retirement PlanNorthwest Community Healthca…$435MMarcum LLP 401(k) Plan$435MInteger 401(k) Plan$435MEndo Pharmaceuticals Savings and Investment PlanEndo Pharmaceuticals Savings…$434M
End-of-year total assets ($M) among Marcum LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$391M
Net Assets (End of Year)$435M
Net Income-$48M
Employer EIN111986323
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marcum LLP)

Sponsor-wide plan assets over time

All Marcum LLP plans reported in each filing year

Latest sponsor-wide plan assets
$558M 28.308877985062214% vs 2022
2023 filing year
$400M$450M$500M$550M$600M 20222023 $435M $558M ▲ +28.3%
Year Plans Participants Total Assets
2022 1 2,084 $435M
2023 1 3,578 $558M

Nearby 401(k) Plans in New York

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

Marcum LLP 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Marcum LLP 401(k) Plan, Total assets ($B): 0.434865476 · Participants: 2084Marcum LLP 401(k) PlanIBM 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
Marcum LLP 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Marcum LLP 401(k) Plan side-by-side with 3 peers →

Marcum LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Integer 401(k) Plan in TX ($435M); by covered participants it is South University Retirement Plan in GA (2,084 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($435M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,084 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 Marcum LLP 401(k) Plan assets move in 2022? ▼
Marcum LLP 401(k) Plan grew at a solid clip - up 11.2% during 2022, from $391M to $435M. Reported net income was -$48M.
How have Marcum LLP plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Marcum LLP's sponsor-wide assets grew 28.3%, from $435M to $558M.
Where does Marcum LLP 401(k) Plan rank by assets among Form 5500 filers? ▼
Marcum LLP 401(k) Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Marcum LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Integer 401(k) Plan in TX ($435M, 3,641 participants).
Which 401(k) plans cover a similar participant headcount to Marcum LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is South University Retirement Plan in GA (2,084 participants, $20M 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 111986323.

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.