401(k) · DOL Form 5500 · 2022

Marshall & Sterling Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
529
Participants Below avg headcount
88th
Percentile by assets National rank
$95,916
Avg per participant Below avg balance/head
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Official DOL plan name: Marshall & Sterling Enterprises, Inc. 401(k) Plan · Sponsored by Marshall & Sterling Enterprises, Inc. · New York · Management of Enterprises

$51M in assets, 529 participants

Marshall & Sterling Enterprises, Inc.'s Marshall & Sterling Enterprises, Inc. 401(k) Plan reported $51M in total assets and 529 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #844 in Management of Enterprises (1,193 peers)

Where Marshall & Sterling Enterprises, Inc. 401(k) Plan sits by assets

Marshall & Sterling Enterprises, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $51M for 529 participants (~$95,916/participant), down 7.6% in 2022.

#844
in Management of Enterprises (1,193 peers)
-7.6%
assets change YoY
0.5×
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 & Sterling Enterprises, Inc. 401(k) Plan's outsized position by total assets

Marshall & Sterling Enterprises, Inc. 401(k) Plan vs every filed plan by assets

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

$50,739,820 Top 12% higher than 88% 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 & Sterling Enterprises, Inc. 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 & Sterling Enterprises, Inc. 401(k) Plan sits mid-pack in the medium band (529 participants).

DOL schedule card

Filing strip 141769290 · Marshall & Sterling Enterprises, Inc. PY 2022 · 401(k)

Marshall & Sterling Enterprises, Inc. 401(k) Plan · $51M · 529 · 88th

  • RANK $51M
  • RANK 529
  • RANK 88th
  • RANK 401(k)
  • RANK near Ginkgo 401(k) Plan
  • RANK ind #844

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 Management of Enterprises retirement plans → · Plans in New York →

Marshall & Sterling Enterprises, Inc. 401(k) Plan in the asset neighbourhood

Marshall & Sterling Enterprises, Inc. 401(k) PlanMarshall & Sterling Enterpri…$51MGinkgo 401(k) Plan$51MPartners Enterprise Capital Holdings LLC 401(k) Savings PlanPartners Enterprise Capital …$51MThe Psmc Companies 401(k) and Profit Sharing PlanThe Psmc Companies 401(k) an…$51MSuzuki 401(k) Retirement Plan$51M
End-of-year total assets ($M) among Marshall & Sterling Enterprises, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$51M
Net Income-$6M
Employer EIN141769290
Plan Effective Date2002-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marshall & Sterling Enterprises, Inc.)

Sponsor-wide plan assets over time

All Marshall & Sterling Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$303M 33.39556377902239% vs 2022
2024 filing year
$200M$250M$300M$350M 202220232024 $227M $303M ▲ +33.4%
Year Plans Participants Total Assets
2022 2 1,011 $227M
2023 2 1,021 $263M
2024 2 1,057 $303M

Nearby 401(k) Plans in New York

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

Marshall & Sterling Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Marshall & Sterling Enterprises, Inc. 401(k) Plan, Total assets ($B): 0.05073982 · Participants: 529Marshall & Sterling Enterprises, Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Marshall & Sterling Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Marshall & Sterling Enterprises, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Ginkgo 401(k) Plan in MA ($51M); by covered participants it is Guidepoint Security, LLC 401(k) Plan in VA (529 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($51M here).

Similar participant headcount

Nearest other-state filings by covered participants (529 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 & Sterling Enterprises, Inc. 401(k) Plan assets move in 2022? ▼
Marshall & Sterling Enterprises, Inc. 401(k) Plan pulled back noticeably - down 7.6% during 2022, from $55M to $51M. Reported net income was -$6M.
How have Marshall & Sterling Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marshall & Sterling Enterprises, Inc.'s sponsor-wide assets grew 33.4%, from $227M to $303M.
Where does Marshall & Sterling Enterprises, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Marshall & Sterling Enterprises, Inc. 401(k) Plan ranks in the 88th 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 & Sterling Enterprises, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ginkgo 401(k) Plan in MA ($51M, 645 participants).
Which 401(k) plans cover a similar participant headcount to Marshall & Sterling Enterprises, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Guidepoint Security, LLC 401(k) Plan in VA (529 participants, $29M 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 141769290.

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.