401(k) ยท DOL Form 5500 ยท 2023

Marshall Farms Group Ltd 401(k) Profit Sharing Plan

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

$69M
Total assets
278
Participants
80th
Percentile by assets

Sponsored by Marshall Farms Group Ltd ยท New York ยท Agriculture, Forestry & Fishing

What the 2023 filing shows

Marshall Farms Group Ltd 401(k) Profit Sharing Plan holds $69M for 278 participants - about $248,148 per participant, in the top quartile of all filed plans by assets, up 16.2% over the 2023 plan year.

$69M
total plan assets (2023 EOY)
278
covered participants
80th
percentile by assets (of 72,800 plans)
$248,148
avg assets per participant
Total Assets (2023)
$69M
Participants
278
State
Industry
Agriculture, Forestry & Fishing

What the Filing Says About Marshall Farms Group Ltd 401(k) Profit Sharing Plan

Marshall Farms Group Ltd 401(k) Profit Sharing Plan is a 401(k) retirement plan sponsored by Marshall Farms Group Ltd, headquartered in New York. As of the 2023 Form 5500 filing, the plan reports $69M in total end-of-year assets and covers 278 participants across the Agriculture, Forestry & Fishing industry. The sponsor's EIN on file with the U.S. Department of Labor is 160887304, and the plan has been effective since 1967-08-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $59M at the beginning of 2023 to $69M at year-end - a gain of 16.2%. Net assets (after liabilities) closed the year at $69M, with reported net income of $10M 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)$59M
Total Assets (End of Year)$69M
Net Assets (End of Year)$69M
Net Income$10M
Plan Type401(k)
Employer EIN160887304
Plan Effective Date1967-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marshall Farms Group Ltd)

Year Plans Participants Total Assets
2022 1 250 $59M
2023 1 278 $69M
2024 1 273 $74M

Nearby 401(k) Plans in New York

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Frequently Asked Questions

How much money is in the Marshall Farms Group Ltd 401(k) Profit Sharing Plan?
As of the 2023 Form 5500 filing, Marshall Farms Group Ltd 401(k) Profit Sharing Plan holds $69M in total assets with 278 participants. It is sponsored by Marshall Farms Group Ltd.
What type of plan is Marshall Farms Group Ltd 401(k) Profit Sharing Plan?
Marshall Farms Group Ltd 401(k) Profit Sharing Plan is a 401(k) plan. It has been effective since 1967-08-01. The plan is filed with the U.S. Department of Labor under EIN 160887304.
Who sponsors the Marshall Farms Group Ltd 401(k) Profit Sharing Plan?
Marshall Farms Group Ltd 401(k) Profit Sharing Plan is sponsored by Marshall Farms Group Ltd, located in New York. The sponsor's EIN is 160887304 and the plan operates in the Agriculture, Forestry & Fishing industry.
How did Marshall Farms Group Ltd 401(k) Profit Sharing Plan perform in 2023?
Marshall Farms Group Ltd 401(k) Profit Sharing Plan grew by 16.2% during 2023, moving from $59M to $69M in total assets. Net income was $10M.
Where can I find official filings for Marshall Farms Group Ltd 401(k) Profit Sharing Plan?
Official Form 5500 filings for Marshall Farms Group Ltd 401(k) Profit Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 160887304 or plan name at efast.dol.gov.
How does Marshall Farms Group Ltd 401(k) Profit Sharing Plan compare to other plans?
You can compare Marshall Farms Group Ltd 401(k) Profit Sharing Plan against other 401(k) plans on the plan type page, or view plans in New York 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 160887304.

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.