401(k) · DOL Form 5500 · 2023

Marshall Excelsior Company 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
249
Participants Below avg headcount
46th
Percentile by assets National rank
$21,931
Avg per participant Low balance/head
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Official DOL plan name: Marshall Excelsior Company 401(k) Plan · Sponsored by Marshall Excelsior Company · Michigan · Manufacturing

$5M in assets, 249 participants

Marshall Excelsior Company's Marshall Excelsior Company 401(k) Plan reported $5M in total assets and 249 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #5,506 in Manufacturing (18,722 peers)

Coverage in Michigan

Marshall Excelsior Company 401(k) Plan covers 249 participants in Michigan, about 39% of the average Michigan filer (state average ~638 per filing). Assets: $5M.

#5,506
in Manufacturing (18,722 peers)
+29.7%
assets growth YoY

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

Marshall Excelsior Company 401(k) Plan vs every filed plan by assets

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

$5,460,770 46th percentile higher than 46% 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 Excelsior Company 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. Marshall Excelsior Company 401(k) Plan sits mid-pack in the medium band (249 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Marshall Excelsior Company 401(k) Plan reported net income rose from -$172K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Marshall Excelsior Company 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 382155581 · Marshall Excelsior Company PY 2023 · 401(k)

Marshall Excelsior Company 401(k) Plan · $5M · 249 · 46th

  • EBSA $5M
  • PART 249
  • TYPE 46th
  • NET 401(k)
  • BOOK near Inland Marine Service 401(k) Plan
  • VS-ST ind #5506

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 Michigan →

Marshall Excelsior Company 401(k) Plan in the asset neighbourhood

Marshall Excelsior Company 401(k) PlanMarshall Excelsior Company 4…$5MInland Marine Service 401(k) PlanInland Marine Service 401(k)…$5MRegional Hospice & Home Care 401(k) Profit Sharing Plan & TrustRegional Hospice & Home Care…$5ML.W. Miller Professional Services Inc. Employee Elective Deferral and Stock Ownership PlanL.W. Miller Professional Ser…$5MPatenaude & Felix, Apc 401(k) Profit Sharing PlanPatenaude & Felix, Apc 401(k…$5M
End-of-year total assets ($M) among Marshall Excelsior Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN382155581
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marshall Excelsior Company)

Sponsor-wide plan assets over time

All Marshall Excelsior Company plans reported in each filing year

Latest sponsor-wide plan assets
$7M 54.774487980215284% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $4.21M $6.51M ▲ +54.6%
Year Plans Participants Total Assets
2022 1 251 $4M
2023 1 249 $5M
2024 1 177 $7M

Nearby 401(k) Plans in Michigan

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

Marshall Excelsior Company 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Marshall Excelsior Company 401(k) Plan, Total assets ($B): 0.00546077 · Participants: 249Marshall Excelsior Company 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Marshall Excelsior Company 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Marshall Excelsior Company 401(k) Plan side-by-side with 3 peers →

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

Outside Michigan, the nearest 401(k) by assets is Inland Marine Service 401(k) Plan in KY ($5M); by covered participants it is Millennium Rehab & Consulting Group, Inc. 401(k) Plan in IA (249 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (249 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 Excelsior Company 401(k) Plan assets move in 2023? ▼
Marshall Excelsior Company 401(k) Plan grew sharply - up 29.7% during 2023, from $4M to $5M. Reported net income was $1M.
How have Marshall Excelsior Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marshall Excelsior Company's sponsor-wide assets grew 54.8%, from $4M to $7M.
Which 401(k) plans are similar in size to Marshall Excelsior Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Inland Marine Service 401(k) Plan in KY ($5M, 268 participants).
Which 401(k) plans cover a similar participant headcount to Marshall Excelsior Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Millennium Rehab & Consulting Group, Inc. 401(k) Plan in IA (249 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 382155581.

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.