401(k) · DOL Form 5500 · 2022
Marshall, Gerstein & Borun LLP 401(k) Plan
Data updated 2026-08-25
- $113M
- Total assets Near avg plan size
- 176
- Participants Small participant base
- 93rd
- Percentile by assets National rank
- $644,521
- Avg per participant High balance/head
Official DOL plan name: Marshall, Gerstein & Borun LLP Salary Savings & Profit Sharing Plan · Sponsored by Marshall, Gerstein & Borun LLP · Illinois · Professional & Technical Services
$113M in assets, 176 participants
Marshall, Gerstein & Borun LLP's Marshall, Gerstein & Borun LLP Salary Savings & Profit Sharing Plan reported $113M in total assets and 176 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- #20,385 in Professional & Technical Services (21,562 peers)
Coverage in Illinois
Marshall, Gerstein & Borun LLP Salary Savings & Profit Sharing Plan covers 176 participants in Illinois, about 23% of the average Illinois filer (state average ~779 per filing). Assets: $113M.
- #20,385
- in Professional & Technical Services (21,562 peers)
- -18.7%
- assets change YoY
- 1.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $26M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Marshall, Gerstein & Borun LLP Salary Savings & Profit Sharing Plan's outsized position by total assets
Marshall, Gerstein & Borun LLP Salary Savings & Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$113,435,748 Top 7% higher than 93% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Marshall, Gerstein & Borun LLP Salary Savings & Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marshall, Gerstein & Borun LLP Salary Savings & Profit Sharing Plan sits mid-pack in the medium band (176 participants).
Published 5500 schedule card
Filing strip 362353598 · Marshall, Gerstein & Borun LLP PY 2022 · 401(k)
Marshall, Gerstein & Borun LLP Salary Savings & Profit Sharing Plan · $113M · 176 · 93rd
- RANK $113M
- PHOTO 176
- IND 93rd
- EOY 401(k)
- 5500 near Hard Rock Futurecare 401(k) Plan
- ASSETS ind #20385
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 Illinois →
Marshall, Gerstein & Borun LLP Salary Savings & Profit Sharing Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $139M |
|---|---|
| Net Assets (End of Year) | $113M |
| Net Income | -$26M |
| Employer EIN | 362353598 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Marshall, Gerstein & Borun LLP)
Sponsor-wide plan assets over time
All Marshall, Gerstein & Borun LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $161M 41.21151890161793% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 211 | $114M |
| 2023 | 2 | 213 | $134M |
| 2024 | 2 | 236 | $161M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Marshall, Gerstein & Borun LLP Salary Savings & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Hard Rock Futurecare 401(k) Plan in FL ($113M); by covered participants it is Spin-Off Termination Plan for Arranta Bio Ma, LLC in MA (176 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($113M here).
- Hard Rock Futurecare 401(k) Plan (FL) $113M · 3,995
- Healogics, Inc. 401(k) Plan (FL) $113M · 2,740
- Hathaway Dinwiddie Construction Company 401(k) Plan (CA) $113M · 385
- Crown Packaging Corp. 401(k) Plan (MO) $113M · 404
Similar participant headcount
Nearest other-state filings by covered participants (176 participants); asset peers above are excluded.
- Spin-Off Termination Plan for Arranta Bio Ma, LLC (MA) 176 · 0 off
- Empyrean Services LLC 401(k) Plan (PA) 176 · 0 off
- Vpay Benefits Corporation 401(k) Profit Sharing Plan & Trust (MN) 176 · 0 off
- Revolution Industrial LLC 401(k) Plan (AZ) 176 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.