401(k)
2023 plan-year 401(k) DOL Form 5500

The Marcus Corp 401(k) Retirement Savings Plan

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

Sponsored by The Marcus Corporation Β· Wisconsin Β· Food Services & Accommodation

What the 2023 filing shows

The Marcus Corp 401(k) Retirement Savings Plan holds $92M for 4,900 participants - about $18,685 per participant, up 17.5% over the 2023 plan year.

$92M
total plan assets (2023 EOY)
4,900
covered participants
$18,685
avg assets per participant
+17.5%
assets growth YoY
Total Assets (2023)
$92M
Participants
4,900
State
Industry
Food Services & Accommodation

What the Filing Says About The Marcus Corp 401(k) Retirement Savings Plan

The Marcus Corp 401(k) Retirement Savings Plan is a 401(k) retirement plan sponsored by The Marcus Corporation, headquartered in Wisconsin. As of the 2023 Form 5500 filing, the plan reports $92M in total end-of-year assets and covers 4,900 participants across the Food Services & Accommodation industry. The sponsor's EIN on file with the U.S. Department of Labor is 391139844, and the plan has been effective since 1989-06-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $78M at the beginning of 2023 to $92M at year-end β€” a gain of 17.5%. Net assets (after liabilities) closed the year at $92M, with reported net income of $14M 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 β€” 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)$78M
Total Assets (End of Year)$92M
Net Assets (End of Year)$92M
Net Income$14M
Plan Type401(k)
Employer EIN391139844
Plan Effective Date1989-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Marcus Corporation)

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

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Frequently Asked Questions

How much money is in the The Marcus Corp 401(k) Retirement Savings Plan?
As of the 2023 Form 5500 filing, The Marcus Corp 401(k) Retirement Savings Plan holds $92M in total assets with 4,900 participants. It is sponsored by The Marcus Corporation.
What type of plan is The Marcus Corp 401(k) Retirement Savings Plan?
The Marcus Corp 401(k) Retirement Savings Plan is a 401(k) plan. It has been effective since 1989-06-01. The plan is filed with the U.S. Department of Labor under EIN 391139844.
Who sponsors the The Marcus Corp 401(k) Retirement Savings Plan?
The Marcus Corp 401(k) Retirement Savings Plan is sponsored by The Marcus Corporation, located in Wisconsin. The sponsor's EIN is 391139844 and the plan operates in the Food Services & Accommodation industry.
How did The Marcus Corp 401(k) Retirement Savings Plan perform in 2023?
The Marcus Corp 401(k) Retirement Savings Plan grew by 17.5% during 2023, moving from $78M to $92M in total assets. Net income was $14M.
Where can I find official filings for The Marcus Corp 401(k) Retirement Savings Plan?
Official Form 5500 filings for The Marcus Corp 401(k) Retirement Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 391139844 or plan name at efast.dol.gov.
How does The Marcus Corp 401(k) Retirement Savings Plan compare to other plans?
You can compare The Marcus Corp 401(k) Retirement Savings Plan against other 401(k) plans on the plan type page, or view plans in Wisconsin on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) β€” original filing retrieval by EIN 391139844.

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

Reference: IRS Publication 590-B β€” 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.