401(k) · DOL Form 5500 · 2023

Marcus Thomas, LLC 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
201
Participants Below avg headcount
79th
Percentile by assets National rank
$148,959
Avg per participant Above avg balance/head
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Official DOL plan name: Marcus Thomas, LLC. Tax-Deferred Savings Plan · Sponsored by Marcus Thomas, LLC · Ohio · Professional & Technical Services

$30M in assets, 201 participants

Marcus Thomas, LLC's Marcus Thomas, LLC. Tax-Deferred Savings Plan reported $30M in total assets and 201 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.

  • #16,199 in Professional & Technical Services (20,321 peers)

Coverage in Ohio

Marcus Thomas, LLC. Tax-Deferred Savings Plan covers 201 participants in Ohio, about 26% of the average Ohio filer (state average ~765 per filing). Assets: $30M.

#16,199
in Professional & Technical Services (20,321 peers)
+20.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Marcus Thomas, LLC. Tax-Deferred Savings Plan's outsized position by total assets

Marcus Thomas, LLC. Tax-Deferred Savings Plan vs every filed plan by assets

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

$29,940,676 Top 21% higher than 79% 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 Thomas, LLC. Tax-Deferred 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. Marcus Thomas, LLC. Tax-Deferred Savings Plan sits mid-pack in the medium band (201 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Marcus Thomas, LLC. Tax-Deferred Savings Plan reported net income rose from -$5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Marcus Thomas, LLC. Tax-Deferred Savings Plan end-of-year assets rose from $25M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Marcus Thomas, LLC. Tax-Deferred Savings Plan reported participants rose from 182 in the plan year 2022 filing to 201 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 341535100 · Marcus Thomas, LLC PY 2023 · 401(k)

Marcus Thomas, LLC. Tax-Deferred Savings Plan · $30M · 201 · 79th

  • EBSA $30M
  • PART 201
  • TYPE 79th
  • NET 401(k)
  • BOOK near Indiana Spine Group, P.C. Retirement Savings Plan
  • VS-ST ind #16199

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 Ohio →

Marcus Thomas, LLC. Tax-Deferred Savings Plan in the asset neighbourhood

Erland Construction, Inc. 401(k) PlanErland Construction, Inc. 40…$30MSmtc 401(k) Plan$30MMarcus Thomas, LLC. Tax-Deferred Savings PlanMarcus Thomas, LLC. Tax-Defe…$30MIndiana Spine Group, P.C. Retirement Savings PlanIndiana Spine Group, P.C. Re…$30MEverlaw, Inc. 401(k) Plan$30M
End-of-year total assets ($M) among Marcus Thomas, LLC. Tax-Deferred Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$30M
Net Income$5M
Employer EIN341535100
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marcus Thomas, LLC)

Sponsor-wide plan assets over time

All Marcus Thomas, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$30M 21.27127306245335% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $25M $30.3M ▲ +21.3%
Year Plans Participants Total Assets
2022 1 182 $25M
2023 1 201 $30M
2024 1 175 $30M

Nearby 401(k) Plans in Ohio

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

Marcus Thomas, LLC. Tax-Deferred Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Marcus Thomas, LLC. Tax-Deferred Savings Plan, Total assets ($B): 0.029940676 · Participants: 201Marcus Thomas, LLC. Tax-Deferred Savings PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Marcus Thomas, LLC. Tax-Deferred Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Marcus Thomas, LLC. Tax-Deferred Savings Plan side-by-side with 3 peers →

Marcus Thomas, LLC. Tax-Deferred Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Indiana Spine Group, P.C. Retirement Savings Plan in IN ($30M); by covered participants it is Satair USA, Inc. Retirement Savings Plan in GA (201 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Similar participant headcount

Nearest other-state filings by covered participants (201 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 Thomas, LLC. Tax-Deferred Savings Plan assets move in 2023? ▼
Marcus Thomas, LLC. Tax-Deferred Savings Plan grew sharply - up 20.0% during 2023, from $25M to $30M. Reported net income was $5M.
How have Marcus Thomas, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marcus Thomas, LLC's sponsor-wide assets grew 21.3%, from $25M to $30M.
Where does Marcus Thomas, LLC. Tax-Deferred Savings Plan rank by assets among Form 5500 filers? ▼
Marcus Thomas, LLC. Tax-Deferred Savings Plan ranks in the 79th 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 Thomas, LLC. Tax-Deferred Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Indiana Spine Group, P.C. Retirement Savings Plan in IN ($30M, 156 participants).
Which 401(k) plans cover a similar participant headcount to Marcus Thomas, LLC. Tax-Deferred Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Satair USA, Inc. Retirement Savings Plan in GA (201 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 341535100.

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.