401(k) · DOL Form 5500 · 2022

Marcus and Shapira LLP 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
28
Participants Small participant base
82nd
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Marcus and Shapira Profit Sharing Plan and Trust · Sponsored by Marcus and Shapira LLP · Pennsylvania · Professional & Technical Services

$29M in assets, 28 participants

Marcus and Shapira LLP's Marcus and Shapira Profit Sharing Plan and Trust reported $29M in total assets and 28 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.

  • #17,872 in Professional & Technical Services (21,562 peers)

Where Marcus and Shapira Profit Sharing Plan and Trust sits by assets

Marcus and Shapira Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $29M for 28 participants (~$1.0M/participant), down 12.8% in 2022.

#17,872
in Professional & Technical Services (21,562 peers)
-12.8%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Marcus and Shapira Profit Sharing Plan and Trust's outsized position by total assets

Marcus and Shapira Profit Sharing Plan and Trust vs every filed plan by assets

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

$28,871,424 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

Marcus and Shapira Profit Sharing Plan and 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. Marcus and Shapira Profit Sharing Plan and Trust is a small filing (28 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 251345549 · Marcus and Shapira LLP PY 2022 · 401(k)

Marcus and Shapira Profit Sharing Plan and Trust · $29M · 28 · 82nd

  • EIN $29M
  • EIN 28
  • EIN 82nd
  • EIN 401(k)
  • EIN near General Plumbing Supply, Inc. Retirement and 401(k) Plan
  • EIN ind #17872

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 Pennsylvania →

Marcus and Shapira Profit Sharing Plan and Trust in the asset neighbourhood

Magnolia River 401(k) Plan$29MMarcus and Shapira Profit Sharing Plan and TrustMarcus and Shapira Profit Sh…$29MGeneral Plumbing Supply, Inc. Retirement and 401(k) PlanGeneral Plumbing Supply, Inc…$29MGcr Acquisition Company, LLC Dba Civix 401(k) and Ps PlanGcr Acquisition Company, LLC…$29MI.a.T.S.E. Local 11 Section 401(k) PlanI.a.T.S.E. Local 11 Section …$29M
End-of-year total assets ($M) among Marcus and Shapira Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$29M
Net Income-$4M
Employer EIN251345549
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marcus and Shapira LLP)

Sponsor-wide plan assets over time

All Marcus and Shapira LLP plans reported in each filing year

Latest sponsor-wide plan assets
$39M 33.36830216618342% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.9M $38.5M ▲ +33.4%
Year Plans Participants Total Assets
2022 1 28 $29M
2023 1 30 $34M
2024 1 32 $39M

Nearby 401(k) Plans in Pennsylvania

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

Marcus and Shapira Profit Sharing Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Marcus and Shapira Profit Sharing Plan and Trust, Total assets ($B): 0.028871424 · Participants: 28Marcus and Shapira Profit Sharing Plan and TrustComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Marcus and Shapira Profit Sharing Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Marcus and Shapira Profit Sharing Plan and Trust side-by-side with 3 peers →

Marcus and Shapira Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is General Plumbing Supply, Inc. Retirement and 401(k) Plan in NJ ($29M); by covered participants it is Boatner & Pugh, LLC 401(k) and Profit Sharing Plan in AL (28 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28 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 and Shapira Profit Sharing Plan and Trust assets move in 2022? ▼
Marcus and Shapira Profit Sharing Plan and Trust pulled back noticeably - down 12.8% during 2022, from $33M to $29M. Reported net income was -$4M.
How have Marcus and Shapira LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marcus and Shapira LLP's sponsor-wide assets grew 33.4%, from $29M to $39M.
Where does Marcus and Shapira Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Marcus and Shapira Profit Sharing Plan and 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 Marcus and Shapira Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is General Plumbing Supply, Inc. Retirement and 401(k) Plan in NJ ($29M, 319 participants).
Which 401(k) plans cover a similar participant headcount to Marcus and Shapira Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Boatner & Pugh, LLC 401(k) and Profit Sharing Plan in AL (28 participants, $3M 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 251345549.

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.