401(k) · DOL Form 5500 · 2023

The Marcus Corporation 401(k) Plan

Data updated 2026-08-25

$92M
Total assets Below avg plan size
4,900
Participants Above avg headcount
91st
Percentile by assets National rank
$18,685
Avg per participant Low balance/head
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Official DOL plan name: The Marcus Corp 401(k) Retirement Savings Plan · Sponsored by The Marcus Corporation · Wisconsin · Food Services & Accommodation

$92M in assets, 4,900 participants

The Marcus Corporation's The Marcus Corp 401(k) Retirement Savings Plan reported $92M in total assets and 4,900 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #3,734 in Food Services & Accommodation (3,828 peers)

Coverage in Wisconsin

The Marcus Corp 401(k) Retirement Savings Plan covers 4,900 participants in Wisconsin, 8.7x the typical Wisconsin plan (state average ~563 per filing). Assets: $92M.

#3,734
in Food Services & Accommodation (3,828 peers)
+17.5%
assets growth YoY
0.9×
vs typical plan assets (national mean)

The Marcus Corp 401(k) Retirement Savings Plan's outsized position by total assets

The Marcus Corp 401(k) Retirement Savings Plan vs every filed plan by assets

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

$91,558,685 Top 9% higher than 91% 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

The Marcus Corp 401(k) Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Marcus Corp 401(k) Retirement Savings Plan lands in the large band (4,900 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Marcus Corp 401(k) Retirement Savings Plan reported net income rose from -$10M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • The Marcus Corp 401(k) Retirement Savings Plan reported participants rose from 4,145 in the plan year 2022 filing to 4,900 in the plan year 2023 filing.
  • The Marcus Corp 401(k) Retirement Savings Plan end-of-year assets rose from $78M in the plan year 2022 filing to $92M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 391139844 · The Marcus Corporation PY 2023 · 401(k)

The Marcus Corp 401(k) Retirement Savings Plan · $92M · 4,900 · 91st

  • 5500 $92M
  • 5500 4,900
  • 5500 91st
  • 5500 401(k)
  • 5500 near Shoestring Valley Holdings Retirement Plan
  • 5500 ind #3734

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 Food Services & Accommodation retirement plans → · Plans in Wisconsin →

The Marcus Corp 401(k) Retirement Savings Plan in the asset neighbourhood

Providence Medical Group, Northern California 401(k) Profit Sharing PlanProvidence Medical Group, No…$92MWorld Insurance Associates LLC Retirement TrustWorld Insurance Associates L…$92MHarley Ellis Devereaux Employees' Savings PlanHarley Ellis Devereaux Emplo…$92MThe Marcus Corp 401(k) Retirement Savings PlanThe Marcus Corp 401(k) Retir…$92MShoestring Valley Holdings Retirement PlanShoestring Valley Holdings R…$92M
End-of-year total assets ($M) among The Marcus Corp 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$78M
Net Assets (End of Year)$92M
Net Income$14M
Employer EIN391139844
Plan Effective Date1989-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Marcus Corporation)

Sponsor-wide plan assets over time

All The Marcus Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$109M 39.53679482026143% vs 2022
2024 filing year
$70M$80M$90M$100M$110M$120M 202220232024 $77.9M $109M ▲ +39.5%
Year Plans Participants Total Assets
2022 1 4,145 $78M
2023 1 4,900 $92M
2024 1 4,817 $109M

Nearby 401(k) Plans in Wisconsin

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

The Marcus Corp 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 020000400006000080000100000 -20246810 Total assets ($B) Participants The Marcus Corp 401(k) Retirement Savings Plan, Total assets ($B): 0.091558685 · Participants: 4900The Marcus Corp 401(k) Retirement Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
The Marcus Corp 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare The Marcus Corp 401(k) Retirement Savings Plan side-by-side with 3 peers →

The Marcus Corp 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Shoestring Valley Holdings Retirement Plan in OR ($92M); by covered participants it is Community Health Services of Georgia Profit Sharing Plan in GA (4,901 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,900 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 The Marcus Corp 401(k) Retirement Savings Plan assets move in 2023? ▼
The Marcus Corp 401(k) Retirement Savings Plan grew sharply - up 17.5% during 2023, from $78M to $92M. Reported net income was $14M.
How have The Marcus Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Marcus Corporation's sponsor-wide assets grew 39.5%, from $78M to $109M.
Where does The Marcus Corp 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
The Marcus Corp 401(k) Retirement Savings Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to The Marcus Corp 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Shoestring Valley Holdings Retirement Plan in OR ($92M, 395 participants).
Which 401(k) plans cover a similar participant headcount to The Marcus Corp 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Community Health Services of Georgia Profit Sharing Plan in GA (4,901 participants, $133M 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 391139844.

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.