401(k) · DOL Form 5500 · 2023

Marshall Wace North America, LP 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
114
Participants Small participant base
83rd
Percentile by assets National rank
$362,468
Avg per participant High balance/head
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Official DOL plan name: Marshall Wace North America LP 401(k) Profit Sharing & Trust · Sponsored by Marshall Wace North America, LP · New York · Finance & Insurance

$41M in assets, 114 participants

Marshall Wace North America, LP's Marshall Wace North America LP 401(k) Profit Sharing & Trust reported $41M in total assets and 114 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,618 in Finance & Insurance (8,869 peers)

Coverage in New York

Marshall Wace North America LP 401(k) Profit Sharing & Trust covers 114 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $41M.

#6,618
in Finance & Insurance (8,869 peers)
+41.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Marshall Wace North America LP 401(k) Profit Sharing & Trust's outsized position by total assets

Marshall Wace North America LP 401(k) Profit Sharing & Trust vs every filed plan by assets

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

$41,321,315 Top 17% higher than 83% 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

Marshall Wace North America LP 401(k) Profit Sharing & Trust 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. Marshall Wace North America LP 401(k) Profit Sharing & Trust sits mid-pack in the medium band (114 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Marshall Wace North America LP 401(k) Profit Sharing & Trust reported net income rose from -$2M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Marshall Wace North America LP 401(k) Profit Sharing & Trust end-of-year assets rose from $29M in the plan year 2022 filing to $41M in the plan year 2023 filing.
  • Marshall Wace North America LP 401(k) Profit Sharing & Trust reported participants rose from 98 in the plan year 2022 filing to 114 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 470943020 · Marshall Wace North America, LP PY 2023 · 401(k)

Marshall Wace North America LP 401(k) Profit Sharing & Trust · $41M · 114 · 83rd

  • NET $41M
  • NET 114
  • NET 83rd
  • NET 401(k)
  • NET near Foxconn Industrial Internet / Pce Paragon Solutions 401(k)
  • NET ind #6618

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 Finance & Insurance retirement plans → · Plans in New York →

Marshall Wace North America LP 401(k) Profit Sharing & Trust in the asset neighbourhood

Remedi Seniorcare 401(k) Plan$41MSioux Chief 401(k) Profit Sharing PlanSioux Chief 401(k) Profit Sh…$41MMarshall Wace North America LP 401(k) Profit Sharing & TrustMarshall Wace North America …$41MFoxconn Industrial Internet / Pce Paragon Solutions 401(k)Foxconn Industrial Internet …$41MContec, Inc. 401(k) Profit Sharing PlanContec, Inc. 401(k) Profit S…$41M
End-of-year total assets ($M) among Marshall Wace North America LP 401(k) Profit Sharing & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$41M
Net Income$12M
Employer EIN470943020
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marshall Wace North America, LP)

Sponsor-wide plan assets over time

All Marshall Wace North America, LP plans reported in each filing year

Latest sponsor-wide plan assets
$56M 91.38559842780418% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $29.3M $56M ▲ +91.4%
Year Plans Participants Total Assets
2022 1 98 $29M
2023 1 114 $41M
2024 1 163 $56M

Nearby 401(k) Plans in New York

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

Marshall Wace North America LP 401(k) Profit Sharing & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Marshall Wace North America LP 401(k) Profit Sharing & Trust, Total assets ($B): 0.041321315 · Participants: 114Marshall Wace North America LP 401(k) Profit Sharing & TrustIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Marshall Wace North America LP 401(k) Profit Sharing & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Marshall Wace North America LP 401(k) Profit Sharing & Trust side-by-side with 3 peers →

Marshall Wace North America LP 401(k) Profit Sharing & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Foxconn Industrial Internet / Pce Paragon Solutions 401(k) in TX ($41M); by covered participants it is Austin Medical Center 403b Plan in MN (114 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($41M here).

Similar participant headcount

Nearest other-state filings by covered participants (114 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 Marshall Wace North America LP 401(k) Profit Sharing & Trust assets move in 2023? ▼
Marshall Wace North America LP 401(k) Profit Sharing & Trust surged - up 41.3% during 2023, from $29M to $41M. Reported net income was $12M.
How have Marshall Wace North America, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marshall Wace North America, LP's sponsor-wide assets grew 91.4%, from $29M to $56M.
Where does Marshall Wace North America LP 401(k) Profit Sharing & Trust rank by assets among Form 5500 filers? ▼
Marshall Wace North America LP 401(k) Profit Sharing & Trust ranks in the 83rd 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 Marshall Wace North America LP 401(k) Profit Sharing & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Foxconn Industrial Internet / Pce Paragon Solutions 401(k) in TX ($41M, 967 participants).
Which 401(k) plans cover a similar participant headcount to Marshall Wace North America LP 401(k) Profit Sharing & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Austin Medical Center 403b Plan in MN (114 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 470943020.

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.