401(k) · DOL Form 5500 · 2023
Marshall, Gerstein & Borun LLP 401(k) Plan
Data updated 2026-08-25
- $134M
- Total assets Near avg plan size
- 167
- Participants Small participant base
- 93rd
- Percentile by assets National rank
- $802,152
- Avg per participant High balance/head
Official DOL plan name: Marshall, Gerstein & Borun LLP Salary Savings & Profit Sharing Plan · Sponsored by Marshall, Gerstein & Borun LLP · Illinois · Professional & Technical Services
$134M in assets, 167 participants
Marshall, Gerstein & Borun LLP's Marshall, Gerstein & Borun LLP Salary Savings & Profit Sharing Plan reported $134M in total assets and 167 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.
- #19,152 in Professional & Technical Services (20,321 peers)
Coverage in Illinois
Marshall, Gerstein & Borun LLP Salary Savings & Profit Sharing Plan covers 167 participants in Illinois, about 21% of the average Illinois filer (state average ~779 per filing). Assets: $134M.
- #19,152
- in Professional & Technical Services (20,321 peers)
- +18.1%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
Marshall, Gerstein & Borun LLP Salary Savings & Profit Sharing Plan's outsized position by total assets
Marshall, Gerstein & Borun LLP Salary Savings & Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$133,959,403 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, Gerstein & Borun LLP Salary Savings & Profit Sharing 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. Marshall, Gerstein & Borun LLP Salary Savings & Profit Sharing Plan sits mid-pack in the medium band (167 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Marshall, Gerstein & Borun LLP Salary Savings & Profit Sharing Plan reported net income rose from -$26M in the plan year 2022 filing to $20M in the plan year 2023 filing.
- Marshall, Gerstein & Borun LLP Salary Savings & Profit Sharing Plan end-of-year assets rose from $113M in the plan year 2022 filing to $134M in the plan year 2023 filing.
- Marshall, Gerstein & Borun LLP Salary Savings & Profit Sharing Plan reported participants fell from 176 in the plan year 2022 filing to 167 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 362353598 · Marshall, Gerstein & Borun LLP PY 2023 · 401(k)
Marshall, Gerstein & Borun LLP Salary Savings & Profit Sharing Plan · $134M · 167 · 93rd
- BOY $134M
- BOY 167
- BOY 93rd
- BOY 401(k)
- BOY near Ewing Irrigation Products, Inc. Profit Sharing Plan
- BOY ind #19152
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 Illinois →
Marshall, Gerstein & Borun LLP Salary Savings & Profit Sharing Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $113M |
|---|---|
| Net Assets (End of Year) | $134M |
| Net Income | $20M |
| Employer EIN | 362353598 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Marshall, Gerstein & Borun LLP)
Sponsor-wide plan assets over time
All Marshall, Gerstein & Borun LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $161M 41.21151890161793% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 211 | $114M |
| 2023 | 2 | 213 | $134M |
| 2024 | 2 | 236 | $161M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Marshall, Gerstein & Borun LLP Salary Savings & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Ewing Irrigation Products, Inc. Profit Sharing Plan in AZ ($134M); by covered participants it is Cleveland Hardware and Forging Co. Profit Sharing in WI (167 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($134M here).
- Ewing Irrigation Products, Inc. Profit Sharing Plan (AZ) $134M · 1,381
- Connecticut on-Line Computer Center 401(k) Plan (CT) $134M · 689
- Iridium Satellite 401(k) Plan (AZ) $134M · 730
- Quorum Health 401(k) Plan (TN) $134M · 1,690
Similar participant headcount
Nearest other-state filings by covered participants (167 participants); asset peers above are excluded.
- Cleveland Hardware and Forging Co. Profit Sharing (WI) 167 · 0 off
- Comanco Environmental Corporation 401(k) Plan (FL) 167 · 0 off
- Ultra Poly Corporation Retirement Savings Plan (PA) 167 · 0 off
- Htt, Inc. 401(k) Retirement Plan (WI) 167 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.