401(k) · DOL Form 5500 · 2022

Marshall Dennehey Warner Coleman & Goggin Savings & Investment Plan

ERISA Form 5500 plan record drawn from DOL EBSA, verify with linked source filings below.

$205M
Total assets
1,052
Participants
93th
Percentile by assets

Sponsored by Marshall Dennehey Warner Coleman & Goggin · Pennsylvania · Professional & Technical Services

What the 2022 filing shows

Marshall Dennehey Warner Coleman & Goggin Savings & Investment Plan holds $205M for 1,052 participants - about $195,043 per participant, in the top 10% of all filed plans by assets, down 19.7% over the 2022 plan year.

$205M
total plan assets (2022 EOY)
1,052
covered participants
93th
percentile by assets (of 84,055 plans)
$195,043
avg assets per participant

The plan reported a net loss of $50M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$205M
Participants
1,052
State
Industry
Professional & Technical Services

What the Filing Says About Marshall Dennehey Warner Coleman & Goggin Savings & Investment Plan

Marshall Dennehey Warner Coleman & Goggin Savings & Investment Plan is a 401(k) retirement plan sponsored by Marshall Dennehey Warner Coleman & Goggin, headquartered in Pennsylvania. As of the 2022 Form 5500 filing, the plan reports $205M in total end-of-year assets and covers 1,052 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 231724150, and the plan has been effective since 1984-05-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $255M at the beginning of 2022 to $205M at year-end - a decline of 19.7%. Net assets (after liabilities) closed the year at $205M, with reported net income of $-50,225,161 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$255M
Total Assets (End of Year)$205M
Net Assets (End of Year)$205M
Net Income$-50,225,161
Plan Type401(k)
Employer EIN231724150
Plan Effective Date1984-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marshall Dennehey Warner Coleman & Goggin)

Year Plans Participants Total Assets
2022 1 1,052 $205M
2023 1 1,070 $241M
2024 1 1,100 $268M

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Frequently Asked Questions

How much money is in the Marshall Dennehey Warner Coleman & Goggin Savings & Investment Plan?
As of the 2022 Form 5500 filing, Marshall Dennehey Warner Coleman & Goggin Savings & Investment Plan holds $205M in total assets with 1,052 participants. It is sponsored by Marshall Dennehey Warner Coleman & Goggin.
What type of plan is Marshall Dennehey Warner Coleman & Goggin Savings & Investment Plan?
Marshall Dennehey Warner Coleman & Goggin Savings & Investment Plan is a 401(k) plan. It has been effective since 1984-05-01. The plan is filed with the U.S. Department of Labor under EIN 231724150.
Who sponsors the Marshall Dennehey Warner Coleman & Goggin Savings & Investment Plan?
Marshall Dennehey Warner Coleman & Goggin Savings & Investment Plan is sponsored by Marshall Dennehey Warner Coleman & Goggin, located in Pennsylvania. The sponsor's EIN is 231724150 and the plan operates in the Professional & Technical Services industry.
How did Marshall Dennehey Warner Coleman & Goggin Savings & Investment Plan perform in 2022?
Marshall Dennehey Warner Coleman & Goggin Savings & Investment Plan declined by 19.7% during 2022, moving from $255M to $205M in total assets. Net income was $-50,225,161.
Where can I find official filings for Marshall Dennehey Warner Coleman & Goggin Savings & Investment Plan?
Official Form 5500 filings for Marshall Dennehey Warner Coleman & Goggin Savings & Investment Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 231724150 or plan name at efast.dol.gov.
How does Marshall Dennehey Warner Coleman & Goggin Savings & Investment Plan compare to other plans?
You can compare Marshall Dennehey Warner Coleman & Goggin Savings & Investment Plan against other 401(k) plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks all 402,674 ERISA-covered retirement plans in the U.S. that filed a Form 5500 for the 2023 plan year.

Explore PlainRetire

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 231724150.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.