401(k) · DOL Form 5500 · 2022

Marshall Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
107
Participants Small participant base
80th
Percentile by assets National rank
$219,541
Avg per participant Above avg balance/head
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Official DOL plan name: Marshall Associates, Inc. Profit Sharing & 401(k) Plan · Sponsored by Marshall Associates, Inc. · Illinois · Wholesale Trade

$23M in assets, 107 participants

Marshall Associates, Inc.'s Marshall Associates, Inc. Profit Sharing & 401(k) Plan reported $23M in total assets and 107 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #5,361 in Wholesale Trade (6,843 peers)

Coverage in Illinois

Marshall Associates, Inc. Profit Sharing & 401(k) Plan covers 107 participants in Illinois, about 14% of the average Illinois filer (state average ~779 per filing). Assets: $23M.

#5,361
in Wholesale Trade (6,843 peers)
-20.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Marshall Associates, Inc. Profit Sharing & 401(k) Plan's outsized position by total assets

Marshall Associates, Inc. Profit Sharing & 401(k) Plan vs every filed plan by assets

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

$23,490,871 Top 20% higher than 80% 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 Associates, Inc. Profit Sharing & 401(k) 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 Associates, Inc. Profit Sharing & 401(k) Plan sits mid-pack in the medium band (107 participants).

EBSA filing schedule strip

Filing strip 362762990 · Marshall Associates, Inc. PY 2022 · 401(k)

Marshall Associates, Inc. Profit Sharing & 401(k) Plan · $23M · 107 · 80th

  • 5500 $23M
  • ASSETS 107
  • PCT 80th
  • EIN 401(k)
  • RANK near Hansen & Adkins Auto Transport, Inc. 401(k) Profit Sharing Plan & Trust
  • PHOTO ind #5361

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 Wholesale Trade retirement plans → · Plans in Illinois →

Marshall Associates, Inc. Profit Sharing & 401(k) Plan in the asset neighbourhood

Marshall Associates, Inc. Profit Sharing & 401(k) PlanMarshall Associates, Inc. Pr…$23MHansen & Adkins Auto Transport, Inc. 401(k) Profit Sharing Plan & TrustHansen & Adkins Auto Transpo…$23MOliver Rubber Company 401(k) Savings PlanOliver Rubber Company 401(k)…$23MCharlesbank Capital Partners, LLC Profit Sharing/401(k) PlanCharlesbank Capital Partners…$23MClearview Federal Credit Union 401(k) Plan and TrustClearview Federal Credit Uni…$23M
End-of-year total assets ($M) among Marshall Associates, Inc. Profit Sharing & 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$23M
Net Income-$6M
Employer EIN362762990
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marshall Associates, Inc.)

Sponsor-wide plan assets over time

All Marshall Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 30.683864382891553% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.5M $30.7M ▲ +30.7%
Year Plans Participants Total Assets
2022 1 107 $23M
2023 1 105 $27M
2024 1 108 $31M

Nearby 401(k) Plans in Illinois

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

Marshall Associates, Inc. Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Marshall Associates, Inc. Profit Sharing & 401(k) Plan, Total assets ($B): 0.023490871 · Participants: 107Marshall Associates, Inc. Profit Sharing & 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 Associates, Inc. Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Marshall Associates, Inc. Profit Sharing & 401(k) Plan side-by-side with 3 peers →

Marshall Associates, Inc. Profit Sharing & 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Hansen & Adkins Auto Transport, Inc. 401(k) Profit Sharing Plan & Trust in CA ($23M); by covered participants it is First National Bank in Howell 401 (K) Plan in MI (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Associates, Inc. Profit Sharing & 401(k) Plan assets move in 2022? ▼
Marshall Associates, Inc. Profit Sharing & 401(k) Plan declined sharply - down 20.5% during 2022, from $30M to $23M. Reported net income was -$6M.
How have Marshall Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marshall Associates, Inc.'s sponsor-wide assets grew 30.7%, from $23M to $31M.
Where does Marshall Associates, Inc. Profit Sharing & 401(k) Plan rank by assets among Form 5500 filers? ▼
Marshall Associates, Inc. Profit Sharing & 401(k) Plan ranks in the 80th 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 Marshall Associates, Inc. Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hansen & Adkins Auto Transport, Inc. 401(k) Profit Sharing Plan & Trust in CA ($23M, 703 participants).
Which 401(k) plans cover a similar participant headcount to Marshall Associates, Inc. Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First National Bank in Howell 401 (K) Plan in MI (107 participants, N/A 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 362762990.

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.