401(k) · DOL Form 5500 · 2023

Marcus and Shapira LLP 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
30
Participants Small participant base
81st
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Marcus and Shapira Profit Sharing Plan and Trust · Sponsored by Marcus and Shapira LLP · Pennsylvania · Professional & Technical Services

$34M in assets, 30 participants

Marcus and Shapira LLP's Marcus and Shapira Profit Sharing Plan and Trust reported $34M in total assets and 30 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,586 in Professional & Technical Services (20,321 peers)

Where Marcus and Shapira Profit Sharing Plan and Trust sits by assets

Marcus and Shapira Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $34M for 30 participants (~$1.1M/participant), up 18.4% in 2023.

#16,586
in Professional & Technical Services (20,321 peers)
+18.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Marcus and Shapira Profit Sharing Plan and Trust's outsized position by total assets

Marcus and Shapira Profit Sharing Plan and Trust vs every filed plan by assets

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

$34,176,343 Top 19% higher than 81% 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

Marcus and Shapira Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marcus and Shapira Profit Sharing Plan and Trust is a small filing (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Marcus and Shapira Profit Sharing Plan and Trust reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Marcus and Shapira Profit Sharing Plan and Trust end-of-year assets rose from $29M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Marcus and Shapira Profit Sharing Plan and Trust reported participants rose from 28 in the plan year 2022 filing to 30 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 251345549 · Marcus and Shapira LLP PY 2023 · 401(k)

Marcus and Shapira Profit Sharing Plan and Trust · $34M · 30 · 81st

  • NET $34M
  • BOOK 30
  • VS-ST 81st
  • BOY 401(k)
  • SCH near Seaport Global Holdings, LLC 401(k) Plan
  • EBSA ind #16586

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 Pennsylvania →

Marcus and Shapira Profit Sharing Plan and Trust in the asset neighbourhood

Marcus and Shapira Profit Sharing Plan and TrustMarcus and Shapira Profit Sh…$34MSeaport Global Holdings, LLC 401(k) PlanSeaport Global Holdings, LLC…$34MOpenai LP 401(k) Plan$34MBmd 401(k) Plan$34MKbe Building Corporation 401(k) Savings PlanKbe Building Corporation 401…$34M
End-of-year total assets ($M) among Marcus and Shapira Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$34M
Net Income$5M
Employer EIN251345549
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marcus and Shapira LLP)

Sponsor-wide plan assets over time

All Marcus and Shapira LLP plans reported in each filing year

Latest sponsor-wide plan assets
$39M 33.36830216618342% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.9M $38.5M ▲ +33.4%
Year Plans Participants Total Assets
2022 1 28 $29M
2023 1 30 $34M
2024 1 32 $39M

Nearby 401(k) Plans in Pennsylvania

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

Marcus and Shapira Profit Sharing Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Marcus and Shapira Profit Sharing Plan and Trust, Total assets ($B): 0.034176343 · Participants: 30Marcus and Shapira Profit Sharing Plan and TrustComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Marcus and Shapira Profit Sharing Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Marcus and Shapira Profit Sharing Plan and Trust side-by-side with 3 peers →

Marcus and Shapira Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Seaport Global Holdings, LLC 401(k) Plan in NY ($34M); by covered participants it is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (30 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($34M here).

Similar participant headcount

Nearest other-state filings by covered participants (30 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 Marcus and Shapira Profit Sharing Plan and Trust assets move in 2023? ▼
Marcus and Shapira Profit Sharing Plan and Trust grew sharply - up 18.4% during 2023, from $29M to $34M. Reported net income was $5M.
How have Marcus and Shapira LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marcus and Shapira LLP's sponsor-wide assets grew 33.4%, from $29M to $39M.
Where does Marcus and Shapira Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Marcus and Shapira Profit Sharing Plan and Trust ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Marcus and Shapira Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Seaport Global Holdings, LLC 401(k) Plan in NY ($34M, 227 participants).
Which 401(k) plans cover a similar participant headcount to Marcus and Shapira Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (30 participants, $4M 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 251345549.

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.