401(k) Β· DOL Form 5500 Β· 2022

Marshall Electronics, Inc. 401(k) Profit Sharing Plan

ERISA Form 5500 plan record drawn from DOL EBSA, verify with linked source filings below.

$10M
Total assets
78
Participants
44th
Percentile by assets

Sponsored by Marshall Electronics, Inc. Β· California Β· Wholesale Trade

What the 2022 filing shows

Marshall Electronics, Inc. 401(k) Profit Sharing Plan holds $10M for 78 participants - about $122,048 per participant, in the lower half of filed plans by assets, down 13.9% over the 2022 plan year.

$10M
total plan assets (2022 EOY)
78
covered participants
44th
percentile by assets (of 84,055 plans)
$122,048
avg assets per participant

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.

Total Assets (2023)
$10M
Participants
78
State
Industry
Wholesale Trade

What the Filing Says About Marshall Electronics, Inc. 401(k) Profit Sharing Plan

Marshall Electronics, Inc. 401(k) Profit Sharing Plan is a 401(k) retirement plan sponsored by Marshall Electronics, Inc., headquartered in California. As of the 2022 Form 5500 filing, the plan reports $10M in total end-of-year assets and covers 78 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 953563611, and the plan has been effective since 1980-06-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $11M at the beginning of 2022 to $10M at year-end - a decline of 13.9%. Net assets (after liabilities) closed the year at $10M, with reported net income of $-1,534,812 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$11M
Total Assets (End of Year)$10M
Net Assets (End of Year)$10M
Net Income$-1,534,812
Plan Type401(k)
Employer EIN953563611
Plan Effective Date1980-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marshall Electronics, Inc.)

Year Plans Participants Total Assets
2022 1 78 $10M
2023 1 74 $11M
2024 1 67 $12M

Nearby 401(k) Plans in California

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

Frequently Asked Questions

How much money is in the Marshall Electronics, Inc. 401(k) Profit Sharing Plan?
As of the 2022 Form 5500 filing, Marshall Electronics, Inc. 401(k) Profit Sharing Plan holds $10M in total assets with 78 participants. It is sponsored by Marshall Electronics, Inc..
What type of plan is Marshall Electronics, Inc. 401(k) Profit Sharing Plan?
Marshall Electronics, Inc. 401(k) Profit Sharing Plan is a 401(k) plan. It has been effective since 1980-06-01. The plan is filed with the U.S. Department of Labor under EIN 953563611.
Who sponsors the Marshall Electronics, Inc. 401(k) Profit Sharing Plan?
Marshall Electronics, Inc. 401(k) Profit Sharing Plan is sponsored by Marshall Electronics, Inc., located in California. The sponsor's EIN is 953563611 and the plan operates in the Wholesale Trade industry.
How did Marshall Electronics, Inc. 401(k) Profit Sharing Plan perform in 2022?
Marshall Electronics, Inc. 401(k) Profit Sharing Plan declined by 13.9% during 2022, moving from $11M to $10M in total assets. Net income was $-1,534,812.
Where can I find official filings for Marshall Electronics, Inc. 401(k) Profit Sharing Plan?
Official Form 5500 filings for Marshall Electronics, Inc. 401(k) Profit Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 953563611 or plan name at efast.dol.gov.
How does Marshall Electronics, Inc. 401(k) Profit Sharing Plan compare to other plans?
You can compare Marshall Electronics, Inc. 401(k) Profit Sharing Plan against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks all 402,674 ERISA-covered retirement plans in the U.S. that filed a Form 5500 for the 2023 plan year.

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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 953563611.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.