401(k) · DOL Form 5500 · 2023
Marshalltown Company 401(k) Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 552
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $51,820
- Avg per participant Low balance/head
Official DOL plan name: Marshalltown Company 401(k) Savings Plan · Sponsored by Marshalltown Company · Iowa · Manufacturing
$29M in assets, 552 participants
Marshalltown Company's Marshalltown Company 401(k) Savings Plan reported $29M in total assets and 552 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.
- #13,147 in Manufacturing (18,722 peers)
Where Marshalltown Company 401(k) Savings Plan sits by assets
Marshalltown Company 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $29M for 552 participants (~$51,820/participant), up 17.8% in 2023.
- #13,147
- in Manufacturing (18,722 peers)
- +17.8%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Marshalltown Company 401(k) Savings Plan's outsized position by total assets
Marshalltown Company 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$28,604,750 Top 21% higher than 79% 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
Marshalltown Company 401(k) Savings 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. Marshalltown Company 401(k) Savings Plan sits mid-pack in the medium band (552 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Marshalltown Company 401(k) Savings Plan reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Marshalltown Company 401(k) Savings Plan end-of-year assets rose from $24M in the plan year 2022 filing to $29M in the plan year 2023 filing.
- Marshalltown Company 401(k) Savings Plan reported participants rose from 534 in the plan year 2022 filing to 552 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 420397040 · Marshalltown Company PY 2023 · 401(k)
Marshalltown Company 401(k) Savings Plan · $29M · 552 · 79th
- SCH $29M
- EBSA 552
- PART 79th
- TYPE 401(k)
- NET near Vistage Worldwide, Inc. 401(k) Plan
- BOOK ind #13147
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 Iowa →
Marshalltown Company 401(k) Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $4M |
| Employer EIN | 420397040 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Marshalltown Company)
Sponsor-wide plan assets over time
All Marshalltown Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 53.00773906032147% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 534 | $24M |
| 2023 | 1 | 552 | $29M |
| 2024 | 1 | 457 | $37M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.1B · 12,827
- Iowa Health System Section 401(k) Retirement Savings Plan $3.0B · 28,959
- The Hy-Vee and Affiliates 401(k) Plan $2.9B · 56,181
- The Rsm US LLP Retirement Plan $2.9B · 14,720
- Transamerica 401(k) Retirement Savings Plan $2.4B · 6,999
Marshalltown Company 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Vistage Worldwide, Inc. 401(k) Plan in CA ($29M); by covered participants it is Elite Spice, Inc. 401(k) Profit Sharing Plan and Trust in MD (552 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
- Vistage Worldwide, Inc. 401(k) Plan (CA) $29M · 220
- Dutton-Lainson Company 401(k) Profit Sharing Plan (NE) $29M · 266
- Tmi 401(k) Profit Sharing Trust (ND) $29M · 246
- The Stephens Group, LLC 401(k) Plan (AR) $29M · 113
Similar participant headcount
Nearest other-state filings by covered participants (552 participants); asset peers above are excluded.
- Elite Spice, Inc. 401(k) Profit Sharing Plan and Trust (MD) 552 · 0 off
- New Waterloo 401(k) Plan (TX) 552 · 0 off
- Psemi Corporation 401(k) Plan (CA) 552 · 0 off
- Woodside Group, LLC 401(k) Retirement Savings Plan (UT) 552 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.