401(k) · DOL Form 5500 · 2023

Marcus & Millichap Company 401(k) Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
249
Participants Below avg headcount
88th
Percentile by assets National rank
$256,885
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Marcus & Millichap Company 401(k) Plan · Sponsored by Marcus & Millichap Company · California · Real Estate

$64M in assets, 249 participants

Marcus & Millichap Company's Marcus & Millichap Company 401(k) Plan reported $64M in total assets and 249 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #4,535 in Real Estate (4,727 peers)

Coverage in California

Marcus & Millichap Company 401(k) Plan covers 249 participants in California, about 40% of the average California filer (state average ~630 per filing). Assets: $64M.

#4,535
in Real Estate (4,727 peers)
+27.8%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Marcus & Millichap Company 401(k) Plan's outsized position by total assets

Marcus & Millichap Company 401(k) Plan vs every filed plan by assets

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

$63,964,460 Top 12% higher than 88% 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 & Millichap Company 401(k) 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 & Millichap Company 401(k) Plan sits mid-pack in the medium band (249 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Marcus & Millichap Company 401(k) Plan reported net income rose from -$12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Marcus & Millichap Company 401(k) Plan end-of-year assets rose from $50M in the plan year 2022 filing to $64M in the plan year 2023 filing.
  • Marcus & Millichap Company 401(k) Plan reported participants rose from 238 in the plan year 2022 filing to 249 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 770161557 · Marcus & Millichap Company PY 2023 · 401(k)

Marcus & Millichap Company 401(k) Plan · $64M · 249 · 88th

  • PCT $64M
  • PCT 249
  • PCT 88th
  • PCT 401(k)
  • PCT near Lincoln Industries 401(k) Retirement Savings Plan
  • PCT ind #4535

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 California →

Marcus & Millichap Company 401(k) Plan in the asset neighbourhood

United Cooperative 401(k) PlanUnited Cooperative 401(k) Pl…$64MEmployees Incentive Savings PlanEmployees Incentive Savings …$64MMarcus & Millichap Company 401(k) PlanMarcus & Millichap Company 4…$64MLincoln Industries 401(k) Retirement Savings PlanLincoln Industries 401(k) Re…$64MWp Beverages, LLC 401(k) Profit Sharing Plan and TrustWp Beverages, LLC 401(k) Pro…$64M
End-of-year total assets ($M) among Marcus & Millichap Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$64M
Net Income$14M
Employer EIN770161557
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marcus & Millichap Company)

Sponsor-wide plan assets over time

All Marcus & Millichap Company plans reported in each filing year

Latest sponsor-wide plan assets
$62M 24.034105954299598% vs 2022
2024 filing year
$45M$50M$55M$60M$65M$70M 202220232024 $50.1M $62.1M ▲ +24.0%
Year Plans Participants Total Assets
2022 1 238 $50M
2023 1 249 $64M
2024 1 235 $62M

Nearby 401(k) Plans in California

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

Marcus & Millichap Company 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Marcus & Millichap Company 401(k) Plan, Total assets ($B): 0.06396446 · Participants: 249Marcus & Millichap Company 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Marcus & Millichap Company 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Marcus & Millichap Company 401(k) Plan side-by-side with 3 peers →

Marcus & Millichap Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Lincoln Industries 401(k) Retirement Savings Plan in NE ($64M); by covered participants it is Millennium Rehab & Consulting Group, Inc. 401(k) Plan in IA (249 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (249 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 & Millichap Company 401(k) Plan assets move in 2023? ▼
Marcus & Millichap Company 401(k) Plan grew sharply - up 27.8% during 2023, from $50M to $64M. Reported net income was $14M.
How have Marcus & Millichap Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marcus & Millichap Company's sponsor-wide assets grew 24.0%, from $50M to $62M.
Where does Marcus & Millichap Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Marcus & Millichap Company 401(k) Plan ranks in the 88th 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 & Millichap Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lincoln Industries 401(k) Retirement Savings Plan in NE ($64M, 676 participants).
Which 401(k) plans cover a similar participant headcount to Marcus & Millichap Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Millennium Rehab & Consulting Group, Inc. 401(k) Plan in IA (249 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 770161557.

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.