401(k) · DOL Form 5500 · 2022

Marwood Group & Co. USA LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
198
Participants Below avg headcount
68th
Percentile by assets National rank
$59,474
Avg per participant Low balance/head
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Official DOL plan name: Marwood Group & Co. USA LLC 401(k) Plan · Sponsored by Marwood Group & Co. USA LLC · New York · Management of Enterprises

$12M in assets, 198 participants

Marwood Group & Co. USA LLC's Marwood Group & Co. USA LLC 401(k) Plan reported $12M in total assets and 198 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

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

Coverage in New York

Marwood Group & Co. USA LLC 401(k) Plan covers 198 participants in New York, about 25% of the average New York filer (state average ~798 per filing). Assets: $12M.

#562
in Management of Enterprises (1,193 peers)
-10.3%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Marwood Group & Co. USA LLC 401(k) Plan's outsized position by total assets

Marwood Group & Co. USA LLC 401(k) Plan vs every filed plan by assets

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

$11,775,882 Top 32% higher than 68% 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

Marwood Group & Co. USA LLC 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. Marwood Group & Co. USA LLC 401(k) Plan sits mid-pack in the medium band (198 participants).

DOL schedule card

Filing strip 113570166 · Marwood Group & Co. USA LLC PY 2022 · 401(k)

Marwood Group & Co. USA LLC 401(k) Plan · $12M · 198 · 68th

  • BOOK $12M
  • BOOK 198
  • BOOK 68th
  • BOOK 401(k)
  • BOOK near Bank of the James Financial Group 401(k) Plan
  • BOOK ind #562

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 →

Marwood Group & Co. USA LLC 401(k) Plan in the asset neighbourhood

Marwood Group & Co. USA LLC 401(k) PlanMarwood Group & Co. USA LLC …$12MBank of the James Financial Group 401(k) PlanBank of the James Financial …$12MAqua-Chem, Inc. Retirement & Savings PlanAqua-Chem, Inc. Retirement &…$12MThe Simon Konover Company 401(k) Savings PlanThe Simon Konover Company 40…$12MIowa Legal Aid 401(k) Profit Sharing PlanIowa Legal Aid 401(k) Profit…$12M
End-of-year total assets ($M) among Marwood Group & Co. USA LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$12M
Net Income-$1M
Employer EIN113570166
Plan Effective Date2003-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marwood Group & Co. USA LLC)

Sponsor-wide plan assets over time

All Marwood Group & Co. USA LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 37.49286040739878% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.8M $16.2M ▲ +37.4%
Year Plans Participants Total Assets
2022 1 198 $12M
2023 1 185 $14M
2024 1 167 $16M

Nearby 401(k) Plans in New York

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

Marwood Group & Co. USA LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Marwood Group & Co. USA LLC 401(k) Plan, Total assets ($B): 0.011775882 · Participants: 198Marwood Group & Co. USA LLC 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
Marwood Group & Co. USA LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Marwood Group & Co. USA LLC 401(k) Plan side-by-side with 3 peers →

Marwood Group & Co. USA LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Bank of the James Financial Group 401(k) Plan in VA ($12M); by covered participants it is Carparts Distribution Center, Inc. Profit Sharing Plan in NH (198 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (198 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 Marwood Group & Co. USA LLC 401(k) Plan assets move in 2022? ▼
Marwood Group & Co. USA LLC 401(k) Plan pulled back noticeably - down 10.3% during 2022, from $13M to $12M. Reported net income was -$1M.
How have Marwood Group & Co. USA LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marwood Group & Co. USA LLC's sponsor-wide assets grew 37.5%, from $12M to $16M.
Which 401(k) plans are similar in size to Marwood Group & Co. USA LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bank of the James Financial Group 401(k) Plan in VA ($12M, 161 participants).
Which 401(k) plans cover a similar participant headcount to Marwood Group & Co. USA LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carparts Distribution Center, Inc. Profit Sharing Plan in NH (198 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 113570166.

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.