401(k) · DOL Form 5500 · 2023

Marcum LLP 401(k) Plan

Data updated 2026-08-25

$558M
Total assets Above avg plan size
3,578
Participants Above avg headcount
98th
Percentile by assets National rank
$155,945
Avg per participant Above avg balance/head
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Official DOL plan name: Marcum LLP 401(k) Plan · Sponsored by Marcum LLP · New York · Professional & Technical Services

$558M in assets, 3,578 participants

Marcum LLP's Marcum LLP 401(k) Plan reported $558M in total assets and 3,578 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #19,996 in Professional & Technical Services (20,321 peers)

Coverage in New York

Marcum LLP 401(k) Plan covers 3,578 participants in New York, 4.5x the typical New York plan (state average ~798 per filing). Assets: $558M.

#19,996
in Professional & Technical Services (20,321 peers)
+28.3%
assets growth YoY
5.6×
vs typical plan assets (national mean)

Marcum LLP 401(k) Plan's outsized position by total assets

Marcum LLP 401(k) Plan vs every filed plan by assets

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

$557,971,013 Top 2% higher than 98% 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

Marcum LLP 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marcum LLP 401(k) Plan lands in the large band (3,578 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Marcum LLP 401(k) Plan reported net income rose from -$48M in the plan year 2022 filing to $110M in the plan year 2023 filing.
  • Marcum LLP 401(k) Plan reported participants rose from 2,084 in the plan year 2022 filing to 3,578 in the plan year 2023 filing.
  • Marcum LLP 401(k) Plan end-of-year assets rose from $435M in the plan year 2022 filing to $558M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 111986323 · Marcum LLP PY 2023 · 401(k)

Marcum LLP 401(k) Plan · $558M · 3,578 · 98th

  • TYPE $558M
  • NET 3,578
  • BOOK 98th
  • VS-ST 401(k)
  • BOY near 401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC
  • SCH ind #19996

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 Professional & Technical Services retirement plans → · Plans in New York →

Marcum LLP 401(k) Plan in the asset neighbourhood

Owens Corning Savings and Security PlanOwens Corning Savings and Se…$558MMarcum LLP 401(k) Plan$558M401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC401(k) Savings and Retiremen…$558MKamehameha Schools 401(k) Retirement Savings PlanKamehameha Schools 401(k) Re…$558MVeradigm LLC. Retirement Savings PlanVeradigm LLC. Retirement Sav…$558M
End-of-year total assets ($M) among Marcum LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$435M
Net Assets (End of Year)$558M
Net Income$110M
Employer EIN111986323
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marcum LLP)

Sponsor-wide plan assets over time

All Marcum LLP plans reported in each filing year

Latest sponsor-wide plan assets
$558M 28.308877985062214% vs 2022
2023 filing year
$400M$450M$500M$550M$600M 20222023 $435M $558M ▲ +28.3%
Year Plans Participants Total Assets
2022 1 2,084 $435M
2023 1 3,578 $558M

Nearby 401(k) Plans in New York

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

Marcum LLP 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Marcum LLP 401(k) Plan, Total assets ($B): 0.557971013 · Participants: 3578Marcum LLP 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Marcum LLP 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Marcum LLP 401(k) Plan side-by-side with 3 peers →

Marcum LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is 401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC in MA ($558M); by covered participants it is Nextsource, Inc. 401(k) Profit Sharing Plan & Trust in TN (3,579 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,578 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 Marcum LLP 401(k) Plan assets move in 2023? ▼
Marcum LLP 401(k) Plan grew sharply - up 28.3% during 2023, from $435M to $558M. Reported net income was $110M.
How have Marcum LLP plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Marcum LLP's sponsor-wide assets grew 28.3%, from $435M to $558M.
Where does Marcum LLP 401(k) Plan rank by assets among Form 5500 filers? ▼
Marcum LLP 401(k) Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Marcum LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is 401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC in MA ($558M, 998 participants).
Which 401(k) plans cover a similar participant headcount to Marcum LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nextsource, Inc. 401(k) Profit Sharing Plan & Trust in TN (3,579 participants, $22M 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 111986323.

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.