401(k) Β· DOL Form 5500 Β· 2023

Marshall Industrial Technologies Savings & Retirement Plan

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

$14M
Total assets
102
Participants
44th
Percentile by assets

Sponsored by Marshall Industrial Technologies Β· New Jersey Β· Construction

What the 2023 filing shows

Marshall Industrial Technologies Savings & Retirement Plan holds $14M for 102 participants - about $140,991 per participant, in the lower half of filed plans by assets, up 18.9% over the 2023 plan year.

$14M
total plan assets (2023 EOY)
102
covered participants
44th
percentile by assets (of 72,800 plans)
$140,991
avg assets per participant
Total Assets (2023)
$14M
Participants
102
State
Industry
Construction

What the Filing Says About Marshall Industrial Technologies Savings & Retirement Plan

Marshall Industrial Technologies Savings & Retirement Plan is a 401(k) retirement plan sponsored by Marshall Industrial Technologies, headquartered in New Jersey. As of the 2023 Form 5500 filing, the plan reports $14M in total end-of-year assets and covers 102 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 210682061, and the plan has been effective since 1983-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $12M at the beginning of 2023 to $14M at year-end - a gain of 18.9%. Net assets (after liabilities) closed the year at $14M, with reported net income of $2M 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, 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)$12M
Total Assets (End of Year)$14M
Net Assets (End of Year)$14M
Net Income$2M
Plan Type401(k)
Employer EIN210682061
Plan Effective Date1983-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marshall Industrial Technologies)

Year Plans Participants Total Assets
2022 2 203 $12M
2023 1 102 $14M
2024 1 102 $14M

Nearby 401(k) Plans in New Jersey

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

Frequently Asked Questions

How much money is in the Marshall Industrial Technologies Savings & Retirement Plan?
As of the 2023 Form 5500 filing, Marshall Industrial Technologies Savings & Retirement Plan holds $14M in total assets with 102 participants. It is sponsored by Marshall Industrial Technologies.
What type of plan is Marshall Industrial Technologies Savings & Retirement Plan?
Marshall Industrial Technologies Savings & Retirement Plan is a 401(k) plan. It has been effective since 1983-10-01. The plan is filed with the U.S. Department of Labor under EIN 210682061.
Who sponsors the Marshall Industrial Technologies Savings & Retirement Plan?
Marshall Industrial Technologies Savings & Retirement Plan is sponsored by Marshall Industrial Technologies, located in New Jersey. The sponsor's EIN is 210682061 and the plan operates in the Construction industry.
How did Marshall Industrial Technologies Savings & Retirement Plan perform in 2023?
Marshall Industrial Technologies Savings & Retirement Plan grew by 18.9% during 2023, moving from $12M to $14M in total assets. Net income was $2M.
Where can I find official filings for Marshall Industrial Technologies Savings & Retirement Plan?
Official Form 5500 filings for Marshall Industrial Technologies Savings & Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 210682061 or plan name at efast.dol.gov.
How does Marshall Industrial Technologies Savings & Retirement Plan compare to other plans?
You can compare Marshall Industrial Technologies Savings & Retirement Plan against other 401(k) plans on the plan type page, or view plans in New Jersey on the state page. PlainRetire tracks all 402,674 ERISA-covered retirement plans in the U.S. that filed a Form 5500 for the 2023 plan year.

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) - original filing retrieval by EIN 210682061.

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

Reference: IRS Publication 590-B, 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.