401(k) · DOL Form 5500 · 2023

Marcus Schloss & Co., Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
8
Participants Small participant base
62nd
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Marcus Schloss & Co., Inc. 401(k) Plan · Sponsored by Marcus Schloss & Co., Inc. · Florida · Finance & Insurance

$12M in assets, 8 participants

Marcus Schloss & Co., Inc.'s Marcus Schloss & Co., Inc. 401(k) Plan reported $12M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #4,141 in Finance & Insurance (8,869 peers)

Marcus Schloss & Co., Inc. multi-year trail

Marcus Schloss & Co., Inc.'s plans moved -10.4% in assets from 2022 to 2024; this filing shows Marcus Schloss & Co., Inc. 401(k) Plan at $12M / 8 participants.

#4,141
in Finance & Insurance (8,869 peers)
+17.3%
assets growth YoY

Marcus Schloss & Co., Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Marcus Schloss & Co., Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$11,637,831 Top 38% higher than 62% of 127,068 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 2023

Marcus Schloss & Co., Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marcus Schloss & Co., Inc. 401(k) Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Marcus Schloss & Co., Inc. 401(k) Plan reported net income rose from -$915K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Marcus Schloss & Co., Inc. 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 135676531 · Marcus Schloss & Co., Inc. PY 2023 · 401(k)

Marcus Schloss & Co., Inc. 401(k) Plan · $12M · 8 · 62nd

  • RANK $12M
  • PHOTO 8
  • IND 62nd
  • EOY 401(k)
  • 5500 near Infectious Diseases & Internal Medicine Associates, P.C. 401(k) Profit Sharing Plan and Trust
  • ASSETS ind #4141

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 Florida →

Marcus Schloss & Co., Inc. 401(k) Plan in the asset neighbourhood

Marcus Schloss & Co., Inc. 401(k) PlanMarcus Schloss & Co., Inc. 4…$12MInfectious Diseases & Internal Medicine Associates, P.C. 401(k) Profit Sharing Plan and TrustInfectious Diseases & Intern…$12MInglewood Park Cemetery 401(k) Plan and TrustInglewood Park Cemetery 401(…$12MMonarch Enterprises, Inc. 401(k) Profit Sharing Plan and TrustMonarch Enterprises, Inc. 40…$12MThe Verto Solutions, LLC 401(k) PlanThe Verto Solutions, LLC 401…$12M
End-of-year total assets ($M) among Marcus Schloss & Co., Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Marcus Schloss & Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Marcus Schloss & Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 10.383133974293534% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $9.92M $8.89M ▼ -10.4%
Year Plans Participants Total Assets
2022 1 8 $10M
2023 1 8 $12M
2024 1 4 $9M

Marcus Schloss & Co., Inc. filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN135676531
Plan Effective Date1959-06-26
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Marcus Schloss & Co., Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Marcus Schloss & Co., Inc. 401(k) Plan, Total assets ($B): 0.011637831 · Participants: 8Marcus Schloss & Co., Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Marcus Schloss & Co., Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Marcus Schloss & Co., Inc. 401(k) Plan side-by-side with 3 peers →

Marcus Schloss & Co., Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Infectious Diseases & Internal Medicine Associates, P.C. 401(k) Profit Sharing Plan and Trust in NM ($12M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Marcus Schloss & Co., Inc. 401(k) Plan assets move in 2023? ▼
Marcus Schloss & Co., Inc. 401(k) Plan grew sharply - up 17.3% during 2023, from $10M to $12M. Reported net income was $2M.
How have Marcus Schloss & Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marcus Schloss & Co., Inc.'s sponsor-wide assets declined 10.4%, from $10M to $9M.
Which 401(k) plans are similar in size to Marcus Schloss & Co., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Infectious Diseases & Internal Medicine Associates, P.C. 401(k) Profit Sharing Plan and Trust in NM ($12M, 20 participants).
Which 401(k) plans cover a similar participant headcount to Marcus Schloss & Co., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 135676531.

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.