401(k) · DOL Form 5500 · 2023
Marshall Medical Center 401(k) Plan
Data updated 2026-08-25
- $139M
- Total assets Near avg plan size
- 1,482
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $93,683
- Avg per participant Below avg balance/head
Official DOL plan name: Marshall Medical Center 403(b) Retirement Plan · Sponsored by Marshall Medical Center · California · Healthcare & Social Assistance
$139M in assets, 1,482 participants
Marshall Medical Center's Marshall Medical Center 403(b) Retirement Plan reported $139M in total assets and 1,482 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #16,632 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
Marshall Medical Center 403(b) Retirement Plan covers 1,482 participants in California, 2.4x the typical California plan (state average ~630 per filing). Assets: $139M.
- #16,632
- in Healthcare & Social Assistance (17,684 peers)
- +19.5%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Marshall Medical Center 403(b) Retirement Plan's outsized position by total assets
Marshall Medical Center 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$138,838,336 Top 7% higher than 93% 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
Marshall Medical Center 403(b) Retirement 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. Marshall Medical Center 403(b) Retirement Plan lands in the large band (1,482 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Marshall Medical Center 403(b) Retirement Plan reported net income rose from -$8M in the plan year 2022 filing to $23M in the plan year 2023 filing.
- Marshall Medical Center 403(b) Retirement Plan end-of-year assets rose from $116M in the plan year 2022 filing to $139M in the plan year 2023 filing.
- Marshall Medical Center 403(b) Retirement Plan reported participants rose from 1,408 in the plan year 2022 filing to 1,482 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 941450151 · Marshall Medical Center PY 2023 · 401(k)
Marshall Medical Center 403(b) Retirement Plan · $139M · 1,482 · 93rd
- VS-ST $139M
- BOY 1,482
- SCH 93rd
- EBSA 401(k)
- PART near Virtusa Corporation 401(k) Plan
- TYPE ind #16632
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 Healthcare & Social Assistance retirement plans → · Plans in California →
Marshall Medical Center 403(b) Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $116M |
|---|---|
| Net Assets (End of Year) | $139M |
| Net Income | $23M |
| Employer EIN | 941450151 |
| Plan Effective Date | 1980-09-13 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Marshall Medical Center)
Sponsor-wide plan assets over time
All Marshall Medical Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $161M 38.298574333015274% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,408 | $116M |
| 2023 | 1 | 1,482 | $139M |
| 2024 | 1 | 1,400 | $161M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Marshall Medical Center 403(b) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Virtusa Corporation 401(k) Plan in MA ($139M); by covered participants it is Charter School 401(k) Retirement Plan in FL (1,482 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($139M here).
- Virtusa Corporation 401(k) Plan (MA) $139M · 3,545
- Woodmenlife 401(k) Plan (NE) $139M · 1,325
- Sunstate Equipment Co., LLC Retirement Savings Plan and Trust (AZ) $139M · 1,969
- Oak Street Health, 401(k) Plan (IL) $139M · 5,233
Similar participant headcount
Nearest other-state filings by covered participants (1,482 participants); asset peers above are excluded.
- Charter School 401(k) Retirement Plan (FL) 1,482 · 0 off
- Savings Plan of Entergy Corporation and Subsidiaries VIII (LA) 1,482 · 0 off
- Enercon Services, Inc. Savings Plan (GA) 1,482 · 0 off
- Greenman-Pedersen, Inc. 401(k) Profit Sharing Plan and Trust (NY) 1,482 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.