401(k) · DOL Form 5500 · 2022

Marshall, Gerstein & Borun LLP 401(k) Plan

Data updated 2026-08-25

$281K
Total assets Small plan by assets
35
Participants Small participant base
13th
Percentile by assets National rank
$8,026
Avg per participant Low balance/head
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Official DOL plan name: Marshall, Gerstein & Borun LLP New Employees' 401(k) Plan · Sponsored by Marshall, Gerstein & Borun LLP · Illinois · Professional & Technical Services

$281K in assets, 35 participants

Marshall, Gerstein & Borun LLP's Marshall, Gerstein & Borun LLP New Employees' 401(k) Plan reported $281K in total assets and 35 participants in its 2022 DOL Form 5500 filing, ranking in the 13th 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.

  • #2,291 in Professional & Technical Services (21,562 peers)

Marshall, Gerstein & Borun LLP multi-year trail

Marshall, Gerstein & Borun LLP's plans moved +41.2% in assets from 2022 to 2024; this filing shows Marshall, Gerstein & Borun LLP New Employees' 401(k) Plan at $281K / 35 participants.

#2,291
in Professional & Technical Services (21,562 peers)
+19.5%
assets growth YoY

Marshall, Gerstein & Borun LLP New Employees' 401(k) Plan among the smaller filed plans by assets

Marshall, Gerstein & Borun LLP New Employees' 401(k) Plan vs every filed plan by assets

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

$280,893 13th percentile higher than 13% 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

Marshall, Gerstein & Borun LLP New Employees' 401(k) Plan among smaller 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 New Employees' 401(k) Plan is a small filing (35 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 362353598 · Marshall, Gerstein & Borun LLP PY 2022 · 401(k)

Marshall, Gerstein & Borun LLP New Employees' 401(k) Plan · $281K · 35 · 13th

  • SCH $281K
  • EBSA 35
  • PART 13th
  • TYPE 401(k)
  • NET near American Car Center/American Financial 401(k) Plan
  • BOOK ind #2291

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 New Employees' 401(k) Plan in the asset neighbourhood

Marshall, Gerstein & Borun LLP New Employees' 401(k) PlanMarshall, Gerstein & Borun L…$281KAmerican Car Center/American Financial 401(k) PlanAmerican Car Center/American…$281KBig Bus Tours USA 401(k) Plan$281KAbw, Inc. 401(k) Profit Sharing PlanAbw, Inc. 401(k) Profit Shar…$281KInnovative Business Technologies, Inc. 401(k) PlanInnovative Business Technolo…$281K
End-of-year total assets ($M) among Marshall, Gerstein & Borun LLP New Employees' 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Marshall, Gerstein & Borun LLP multi-year asset trail

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
$100M$120M$140M$160M$180M 202220232024 $114M $161M ▲ +41.2%
Year Plans Participants Total Assets
2022 2 211 $114M
2023 2 213 $134M
2024 2 236 $161M

Marshall, Gerstein & Borun LLP filing trail (2022)

Total Assets (Beginning of Year)$235K
Net Assets (End of Year)$281K
Net Income$99K
Employer EIN362353598
Plan Effective Date2013-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Marshall, Gerstein & Borun LLP New Employees' 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Marshall, Gerstein & Borun LLP New Employees' 401(k) Plan, Total assets ($B): 0.000280893 · Participants: 35Marshall, Gerstein & Borun LLP New Employees' 401(k) PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Marshall, Gerstein & Borun LLP New Employees' 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Marshall, Gerstein & Borun LLP New Employees' 401(k) Plan side-by-side with 3 peers →

Marshall, Gerstein & Borun LLP New Employees' 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is American Car Center/American Financial 401(k) Plan in DE ($281K); by covered participants it is Toms Offroad 401(k) Plan in OR (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 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 Marshall, Gerstein & Borun LLP New Employees' 401(k) Plan assets move in 2022? ▼
Marshall, Gerstein & Borun LLP New Employees' 401(k) Plan grew sharply - up 19.5% during 2022, from $235K to $281K. Reported net income was $99K.
How have Marshall, Gerstein & Borun LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marshall, Gerstein & Borun LLP's sponsor-wide assets grew 41.2%, from $114M to $161M.
Where does Marshall, Gerstein & Borun LLP New Employees' 401(k) Plan rank by assets among Form 5500 filers? ▼
Marshall, Gerstein & Borun LLP New Employees' 401(k) Plan ranks in the 13th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Marshall, Gerstein & Borun LLP New Employees' 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Car Center/American Financial 401(k) Plan in DE ($281K, 576 participants).
Which 401(k) plans cover a similar participant headcount to Marshall, Gerstein & Borun LLP New Employees' 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Toms Offroad 401(k) Plan in OR (35 participants, $8M 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 362353598.

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.