401(k) · DOL Form 5500 · 2022

Marsh Saldana, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
107
Participants Small participant base
71st
Percentile by assets National rank
$130,952
Avg per participant Near avg balance/head
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Official DOL plan name: Marsh Saldana, Inc. Salary Savings Plan · Sponsored by Marsh Saldana, Inc. · Puerto Rico · Finance & Insurance

$14M in assets, 107 participants

Marsh Saldana, Inc.'s Marsh Saldana, Inc. Salary Savings Plan reported $14M in total assets and 107 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #5,176 in Finance & Insurance (9,261 peers)

Marsh Saldana, Inc. multi-year trail

Marsh Saldana, Inc.'s plans moved +19.8% in assets from 2022 to 2024; this filing shows Marsh Saldana, Inc. Salary Savings Plan at $14M / 107 participants.

#5,176
in Finance & Insurance (9,261 peers)
-16.7%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Marsh Saldana, Inc. Salary Savings Plan's outsized position by total assets

Marsh Saldana, Inc. Salary Savings Plan vs every filed plan by assets

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

$14,011,816 Top 29% higher than 71% 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

Marsh Saldana, Inc. Salary Savings 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. Marsh Saldana, Inc. Salary Savings Plan sits mid-pack in the medium band (107 participants).

Published 5500 schedule card

Filing strip 660307769 · Marsh Saldana, Inc. PY 2022 · 401(k)

Marsh Saldana, Inc. Salary Savings Plan · $14M · 107 · 71st

  • BOOK $14M
  • BOOK 107
  • BOOK 71st
  • BOOK 401(k)
  • BOOK near South Carolina Legal Services 401(k) Profit Sharing Plan
  • BOOK ind #5176

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 Finance & Insurance retirement plans → · Plans in Puerto Rico →

Marsh Saldana, Inc. Salary Savings Plan in the asset neighbourhood

Marsh Saldana, Inc. Salary Savings PlanMarsh Saldana, Inc. Salary S…$14MSouth Carolina Legal Services 401(k) Profit Sharing PlanSouth Carolina Legal Service…$14MG&b Oil Company, Inc. 401(k) Profit Sharing PlanG&b Oil Company, Inc. 401(k)…$14MNational Oak Distributors, Inc. 401(k) PlanNational Oak Distributors, I…$14MInland Cellular LLC 401(k) Plan & TrustInland Cellular LLC 401(k) P…$14M
End-of-year total assets ($M) among Marsh Saldana, Inc. Salary Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Marsh Saldana, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Marsh Saldana, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 19.776201742871873% vs 2022
2024 filing year
$13M$14M$15M$16M$17M$18M 202220232024 $14M $16.8M ▲ +19.8%
Year Plans Participants Total Assets
2022 1 107 $14M
2023 1 115 $16M
2024 1 115 $17M

Marsh Saldana, Inc. filing trail (2022)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$14M
Net Income-$3M
Employer EIN660307769
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Puerto Rico

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

Marsh Saldana, Inc. Salary Savings Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -1000100200300400500 Total assets ($M) Participants Marsh Saldana, Inc. Salary Savings Plan, Total assets ($M): 14.011816 · Participants: 107Marsh Saldana, Inc. Salary Savings PlanPfizer Savings Plan for Employees Resident in Puerto Rico, Total assets ($M): 395.719328 · Participants: 99Pfizer Savings Plan for Employees Resident in Puerto RicoMsd Puerto Rico Savings and Security Plan, Total assets ($M): 199.441427 · Participants: 680Msd Puerto Rico Savings and Security PlanInter American University of Pr Defined Contribution Retirement Plan, Total assets ($M): 173.134958 · Participants: 1776Inter American University of Pr Defined Contribution Retirement PlanPopular, Inc. USA 401(k) Savings & Investment Plan, Total assets ($M): 126.787407 · Participants: 806Popular, Inc. USA 401(k) Savings & Investment PlanFirst Bank 401(k) Retirement Plan for Residents of Puerto Rico, Total assets ($M): 118.043413 · Participants: 2767First Bank 401(k) Retirement Plan for Residents of Puerto Rico
Marsh Saldana, Inc. Salary Savings Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants
Compare Marsh Saldana, Inc. Salary Savings Plan side-by-side with 3 peers →

Marsh Saldana, Inc. Salary Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Puerto Rico, the nearest 401(k) by assets is South Carolina Legal Services 401(k) Profit Sharing Plan in SC ($14M); 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 Marsh Saldana, Inc. Salary Savings Plan assets move in 2022? ▼
Marsh Saldana, Inc. Salary Savings Plan declined sharply - down 16.7% during 2022, from $17M to $14M. Reported net income was -$3M.
How have Marsh Saldana, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marsh Saldana, Inc.'s sponsor-wide assets grew 19.8%, from $14M to $17M.
Which 401(k) plans are similar in size to Marsh Saldana, Inc. Salary Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is South Carolina Legal Services 401(k) Profit Sharing Plan in SC ($14M, 99 participants).
Which 401(k) plans cover a similar participant headcount to Marsh Saldana, Inc. Salary Savings 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 660307769.

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.