401(k) · DOL Form 5500 · 2023

Pergan Marshall, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
39
Participants Small participant base
34th
Percentile by assets National rank
$67,614
Avg per participant Below avg balance/head
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Official DOL plan name: Pergan Marshall, LLC 401(k) Savings Plan · Sponsored by Pergan Marshall, LLC · Texas · Manufacturing

$3M in assets, 39 participants

Pergan Marshall, LLC's Pergan Marshall, LLC 401(k) Savings Plan reported $3M in total assets and 39 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #3,307 in Manufacturing (18,722 peers)

Pergan Marshall, LLC multi-year trail

Pergan Marshall, LLC's plans moved +18.9% in assets from 2022 to 2024; this filing shows Pergan Marshall, LLC 401(k) Savings Plan at $3M / 39 participants.

#3,307
in Manufacturing (18,722 peers)
+3.1%
assets growth YoY

Pergan Marshall, LLC 401(k) Savings Plan's mid-pack asset rank among Manufacturing and all filers

Pergan Marshall, LLC 401(k) Savings Plan vs every filed plan by assets

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

$2,636,947 34th percentile higher than 34% 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

Pergan Marshall, LLC 401(k) Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pergan Marshall, LLC 401(k) Savings Plan is a small filing (39 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pergan Marshall, LLC 401(k) Savings Plan reported net income rose from -$146K in the plan year 2022 filing to $78K in the plan year 2023 filing.
  • Pergan Marshall, LLC 401(k) Savings Plan reported participants rose from 33 in the plan year 2022 filing to 39 in the plan year 2023 filing.
  • Pergan Marshall, LLC 401(k) Savings Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 830484040 · Pergan Marshall, LLC PY 2023 · 401(k)

Pergan Marshall, LLC 401(k) Savings Plan · $3M · 39 · 34th

  • SCH $3M
  • EBSA 39
  • PART 34th
  • TYPE 401(k)
  • NET near Innovative Lighting Sales, Inc. 401-K Profit Sharing Plan
  • BOOK ind #3307

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 Texas →

Pergan Marshall, LLC 401(k) Savings Plan in the asset neighbourhood

Pergan Marshall, LLC 401(k) Savings PlanPergan Marshall, LLC 401(k) …$3MInnovative Lighting Sales, Inc. 401-K Profit Sharing PlanInnovative Lighting Sales, I…$3MAuto Mall 46, Inc. 401(k) PlanAuto Mall 46, Inc. 401(k) Pl…$3MArnet Pharmaceutical Corp 401(k)Arnet Pharmaceutical Corp 40…$3MSea View Technologies, Inc. 401(k) Profit Sharing PlanSea View Technologies, Inc. …$3M
End-of-year total assets ($M) among Pergan Marshall, LLC 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pergan Marshall, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Pergan Marshall, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 18.917728393594814% vs 2022
2024 filing year
$2.4M$2.6M$2.8M$3M$3.2M 202220232024 $2.56M $3.04M ▲ +18.8%
Year Plans Participants Total Assets
2022 1 33 $3M
2023 1 39 $3M
2024 1 43 $3M

Pergan Marshall, LLC filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$78K
Employer EIN830484040
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Pergan Marshall, LLC 401(k) Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Pergan Marshall, LLC 401(k) Savings Plan, Total assets ($B): 0.002636947 · Participants: 39Pergan Marshall, LLC 401(k) Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Pergan Marshall, LLC 401(k) Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Pergan Marshall, LLC 401(k) Savings Plan side-by-side with 3 peers →

Pergan Marshall, LLC 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Innovative Lighting Sales, Inc. 401-K Profit Sharing Plan in AZ ($3M); by covered participants it is John S. Lane & Son, Inc. 401(k) Union Plan in NY (39 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (39 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 Pergan Marshall, LLC 401(k) Savings Plan assets move in 2023? ▼
Pergan Marshall, LLC 401(k) Savings Plan edged up modestly - up 3.1% during 2023, from $3M to $3M. Reported net income was $78K.
How have Pergan Marshall, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pergan Marshall, LLC's sponsor-wide assets grew 18.9%, from $3M to $3M.
Which 401(k) plans are similar in size to Pergan Marshall, LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Innovative Lighting Sales, Inc. 401-K Profit Sharing Plan in AZ ($3M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Pergan Marshall, LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is John S. Lane & Son, Inc. 401(k) Union Plan in NY (39 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 830484040.

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.