401(k) · DOL Form 5500 · 2023

Marc a. Birnbaum, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
4
Participants Small participant base
42nd
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Marc a. Birnbaum, Inc. 401(k) Profit Sharing Plan · Sponsored by Marc a. Birnbaum, Inc. · Texas · Real Estate

$4M in assets, 4 participants

Marc a. Birnbaum, Inc.'s Marc a. Birnbaum, Inc. 401(k) Profit Sharing Plan reported $4M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,933 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Marc a. Birnbaum, Inc. 401(k) Profit Sharing Plan ranks #2,933 of 4,727 2023 filers by assets (579% of the sector average)-$4M for 4 participants.

#2,933
in Real Estate (4,727 peers)
+14.8%
assets growth YoY

Marc a. Birnbaum, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Marc a. Birnbaum, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,483,261 42nd percentile higher than 42% 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

Marc a. Birnbaum, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marc a. Birnbaum, Inc. 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Marc a. Birnbaum, Inc. 401(k) Profit Sharing Plan reported net income rose from $187K in the plan year 2022 filing to $579K in the plan year 2023 filing.
  • Marc a. Birnbaum, Inc. 401(k) Profit Sharing Plan reported participants fell from 5 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Marc a. Birnbaum, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 751741060 · Marc a. Birnbaum, Inc. PY 2023 · 401(k)

Marc a. Birnbaum, Inc. 401(k) Profit Sharing Plan · $4M · 4 · 42nd

  • PHOTO $4M
  • IND 4
  • EOY 42nd
  • 5500 401(k)
  • ASSETS near Sigg Motors 1, LLC 401(k) Plan
  • PCT ind #2933

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 Real Estate retirement plans → · Plans in Texas →

Marc a. Birnbaum, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Marc a. Birnbaum, Inc. 401(k) Profit Sharing PlanMarc a. Birnbaum, Inc. 401(k…$4MSigg Motors 1, LLC 401(k) PlanSigg Motors 1, LLC 401(k) Pl…$4MMetro Mattress 401(k) Retirement PlanMetro Mattress 401(k) Retire…$4MTootsie Roll Industries, LLC 401(k) PlanTootsie Roll Industries, LLC…$4MIvc-USA, Inc. 401(k) Plan$4M
End-of-year total assets ($M) among Marc a. Birnbaum, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$579K
Employer EIN751741060
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marc a. Birnbaum, Inc.)

Sponsor-wide plan assets over time

All Marc a. Birnbaum, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 34.07025207174361% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.9M $5.24M ▲ +34.4%
Year Plans Participants Total Assets
2022 1 5 $4M
2023 1 4 $4M
2024 1 5 $5M

Nearby 401(k) Plans in Texas

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

Marc a. Birnbaum, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Marc a. Birnbaum, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.004483261 · Participants: 4Marc a. Birnbaum, Inc. 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Marc a. Birnbaum, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Marc a. Birnbaum, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Marc a. Birnbaum, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Sigg Motors 1, LLC 401(k) Plan in KS ($4M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Marc a. Birnbaum, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Marc a. Birnbaum, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 14.8% during 2023, from $4M to $4M. Reported net income was $579K.
How have Marc a. Birnbaum, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marc a. Birnbaum, Inc.'s sponsor-wide assets grew 34.1%, from $4M to $5M.
Which 401(k) plans are similar in size to Marc a. Birnbaum, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sigg Motors 1, LLC 401(k) Plan in KS ($4M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Marc a. Birnbaum, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 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 751741060.

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.