401(k) · DOL Form 5500 · 2022

Marsh Automotive Group 401(k) Plan & Trust

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

$17M
Total assets
303
Participants
60th
Percentile by assets

Sponsored by Marsh Automotive Group · Michigan · Retail Trade

What the 2022 filing shows

Marsh Automotive Group 401(k) Plan & Trust holds $17M for 303 participants - about $56,303 per participant, above the median plan by assets, down 22.9% over the 2022 plan year.

$17M
total plan assets (2022 EOY)
303
covered participants
60th
percentile by assets (of 84,055 plans)
$56,303
avg assets per participant

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$17M
Participants
303
State
Industry
Retail Trade

What the Filing Says About Marsh Automotive Group 401(k) Plan & Trust

Marsh Automotive Group 401(k) Plan & Trust is a 401(k) retirement plan sponsored by Marsh Automotive Group, headquartered in Michigan. As of the 2022 Form 5500 filing, the plan reports $17M in total end-of-year assets and covers 303 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 383260370, and the plan has been effective since 1989-03-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $22M at the beginning of 2022 to $17M at year-end - a decline of 22.9%. Net assets (after liabilities) closed the year at $17M, with reported net income of $-5,150,807 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 1 prior plan-year filing 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)$22M
Total Assets (End of Year)$17M
Net Assets (End of Year)$17M
Net Income$-5,150,807
Plan Type401(k)
Employer EIN383260370
Plan Effective Date1989-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marsh Automotive Group)

Year Plans Participants Total Assets
2022 1 303 $17M
2023 1 310 $19M

Nearby 401(k) Plans in Michigan

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

Frequently Asked Questions

How much money is in the Marsh Automotive Group 401(k) Plan & Trust?
As of the 2022 Form 5500 filing, Marsh Automotive Group 401(k) Plan & Trust holds $17M in total assets with 303 participants. It is sponsored by Marsh Automotive Group.
What type of plan is Marsh Automotive Group 401(k) Plan & Trust?
Marsh Automotive Group 401(k) Plan & Trust is a 401(k) plan. It has been effective since 1989-03-01. The plan is filed with the U.S. Department of Labor under EIN 383260370.
Who sponsors the Marsh Automotive Group 401(k) Plan & Trust?
Marsh Automotive Group 401(k) Plan & Trust is sponsored by Marsh Automotive Group, located in Michigan. The sponsor's EIN is 383260370 and the plan operates in the Retail Trade industry.
How did Marsh Automotive Group 401(k) Plan & Trust perform in 2022?
Marsh Automotive Group 401(k) Plan & Trust declined by 22.9% during 2022, moving from $22M to $17M in total assets. Net income was $-5,150,807.
Where can I find official filings for Marsh Automotive Group 401(k) Plan & Trust?
Official Form 5500 filings for Marsh Automotive Group 401(k) Plan & Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 383260370 or plan name at efast.dol.gov.
How does Marsh Automotive Group 401(k) Plan & Trust compare to other plans?
You can compare Marsh Automotive Group 401(k) Plan & Trust against other 401(k) plans on the plan type page, or view plans in Michigan 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.

Explore PlainRetire

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 383260370.

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.