401(k) · DOL Form 5500 · 2023

Marshalls, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 926
Participants Near avg headcount: 29th
Percentile by assets National rank: $1,880
Avg per participant Low balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Marshalls, Inc. 401(k) Plan · Sponsored by Marshalls, Inc. · Missouri · Food Services & Accommodation

$2M in assets, 926 participants

Marshalls, Inc.'s Marshalls, Inc. 401(k) Plan reported $2M in total assets and 926 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

#2,496 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Marshalls, Inc. 401(k) Plan ranks #2,496 of 3,828 2023 filers by assets (1124% of the sector average)-$2M for 926 participants.

#2,496
in Food Services & Accommodation (3,828 peers): +34.0%
assets growth YoY

Marshalls, Inc. 401(k) Plan among the smaller filed plans by assets

Marshalls, Inc. 401(k) Plan vs every filed plan by assets

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

$1,741,229 29th percentile higher than 29% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Marshalls, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marshalls, Inc. 401(k) Plan sits mid-pack in the medium band (926 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Marshalls, Inc. 401(k) Plan reported net income rose from $15K in the plan year 2022 filing to $442K in the plan year 2023 filing.
Marshalls, Inc. 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Marshalls, Inc. 401(k) Plan reported participants rose from 831 in the plan year 2022 filing to 926 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 550732086 · Marshalls, Inc. PY 2023 · 401(k)

Marshalls, Inc. 401(k) Plan · $2M · 926 · 29th

NET $2M
NET 926
NET 29th
NET 401(k)
NET near Urology Specialists of Santa Barbara 401(k) Profit Sharing Plan
NET ind #2496

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 Missouri →

End-of-year total assets ($M) among Marshalls, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$2M
Net Income	$442K
Employer EIN	550732086
Plan Effective Date	2017-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Marshalls, Inc.)

Latest sponsor-wide plan assets: $2M 68.914563407092% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	831	$1M
2023	1	926	$2M
2024	1	1,026	$2M

Nearby 401(k) Plans in Missouri

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

Marshalls, Inc. 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants

Edward D. Jones & Co. Profit Sharing and 401(k) Plan $10.6B · 49,944
Bayer Corporation Savings and Retirement Plan $10.3B · 19,273
Enterprise Holdings Retirement Savings Plan $5.6B · 66,210
Centene Management Corporation Retirement Plan $4.0B · 53,822
Emerson Electric Company Employee Savings Investment Plan $3.6B · 10,316

Compare Marshalls, Inc. 401(k) Plan side-by-side with 3 peers →

Marshalls, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Urology Specialists of Santa Barbara 401(k) Profit Sharing Plan in CA ($2M); by covered participants it is Headway Technologies, Inc. 401(k) Savings and Retirement Plan in CA (926 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (926 participants); asset peers above are excluded.

Headway Technologies, Inc. 401(k) Savings and Retirement Plan (CA) 926 · 0 off
Jones Day Retirement Plan (OH) 926 · 0 off
Encoura Profit Sharing/401(k) Plan (TX) 926 · 0 off
Primark US 401(k) Plan (MA) 927 · 1 off

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 Marshalls, Inc. 401(k) Plan assets move in 2023? ▼

Marshalls, Inc. 401(k) Plan surged - up 34.0% during 2023, from $1M to $2M. Reported net income was $442K.

How have Marshalls, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Marshalls, Inc.'s sponsor-wide assets grew 68.9%, from $1M to $2M.

Which 401(k) plans are similar in size to Marshalls, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Urology Specialists of Santa Barbara 401(k) Profit Sharing Plan in CA ($2M, 7 participants).

Which 401(k) plans cover a similar participant headcount to Marshalls, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Headway Technologies, Inc. 401(k) Savings and Retirement Plan in CA (926 participants, $222M 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 550732086.