401(k) · DOL Form 5500 · 2023

Marshall & Bruce Company 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
83
Participants Small participant base
52nd
Percentile by assets National rank
$88,276
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Marshall & Bruce 401(k) Plan · Sponsored by Marshall & Bruce Company · Tennessee · Manufacturing

$7M in assets, 83 participants

Marshall & Bruce Company's Marshall & Bruce 401(k) Plan reported $7M in total assets and 83 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #6,824 in Manufacturing (18,722 peers)

Marshall & Bruce Company multi-year trail

Marshall & Bruce Company's plans moved +46.8% in assets from 2022 to 2024; this filing shows Marshall & Bruce 401(k) Plan at $7M / 83 participants.

#6,824
in Manufacturing (18,722 peers)
+22.8%
assets growth YoY

Marshall & Bruce 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Marshall & Bruce 401(k) Plan vs every filed plan by assets

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

$7,326,891 Top 48% higher than 52% 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

Marshall & Bruce 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marshall & Bruce 401(k) Plan is a small filing (83 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Marshall & Bruce 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Marshall & Bruce 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Marshall & Bruce 401(k) Plan reported participants fell from 88 in the plan year 2022 filing to 83 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 621172617 · Marshall & Bruce Company PY 2023 · 401(k)

Marshall & Bruce 401(k) Plan · $7M · 83 · 52nd

  • PHOTO $7M
  • PHOTO 83
  • PHOTO 52nd
  • PHOTO 401(k)
  • PHOTO near Martins, Inc. 401(k) Plan
  • PHOTO ind #6824

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 Manufacturing retirement plans → · Plans in Tennessee →

Marshall & Bruce 401(k) Plan in the asset neighbourhood

Marshall & Bruce 401(k) Plan$7MMartins, Inc. 401(k) Plan$7MMycomputercareer, Inc. 401(k) PlanMycomputercareer, Inc. 401(k…$7MPillar Construction, Inc. 401(k) PlanPillar Construction, Inc. 40…$7MRheumatology Associates of North Alabama, PC 401(k) PlanRheumatology Associates of N…$7M
End-of-year total assets ($M) among Marshall & Bruce 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Marshall & Bruce Company multi-year asset trail

Sponsor-wide plan assets over time

All Marshall & Bruce Company plans reported in each filing year

Latest sponsor-wide plan assets
$9M 46.793253606314636% vs 2022
2024 filing year
$5M$6M$7M$8M$9M$10M 202220232024 $5.97M $8.76M ▲ +46.7%
Year Plans Participants Total Assets
2022 1 88 $6M
2023 1 83 $7M
2024 1 75 $9M

Marshall & Bruce Company filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN621172617
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Marshall & Bruce 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Marshall & Bruce 401(k) Plan, Total assets ($B): 0.007326891 · Participants: 83Marshall & Bruce 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Marshall & Bruce 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Marshall & Bruce 401(k) Plan side-by-side with 3 peers →

Marshall & Bruce 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Martins, Inc. 401(k) Plan in MD ($7M); by covered participants it is Brightpearl 401(k) Plan in TX (83 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (83 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 Marshall & Bruce 401(k) Plan assets move in 2023? ▼
Marshall & Bruce 401(k) Plan grew sharply - up 22.8% during 2023, from $6M to $7M. Reported net income was $1M.
How have Marshall & Bruce Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marshall & Bruce Company's sponsor-wide assets grew 46.8%, from $6M to $9M.
Which 401(k) plans are similar in size to Marshall & Bruce 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Martins, Inc. 401(k) Plan in MD ($7M, 387 participants).
Which 401(k) plans cover a similar participant headcount to Marshall & Bruce 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brightpearl 401(k) Plan in TX (83 participants, N/A 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 621172617.

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.