401(k) · DOL Form 5500 · 2023

Marsh Automotive Group 401(k) Plan & Trust

ERISA Form 5500 plan record drawn from DOL EBSA, verify with linked source filings below.

$19M
Total assets
310
Participants
53th
Percentile by assets

Sponsored by Marsh Automotive Group · Michigan · Retail Trade

What the 2023 filing shows

Marsh Automotive Group 401(k) Plan & Trust holds $19M for 310 participants - about $61,797 per participant, above the median plan by assets, up 12.3% over the 2023 plan year.

$19M
total plan assets (2023 EOY)
310
covered participants
53th
percentile by assets (of 72,800 plans)
$61,797
avg assets per participant
Total Assets (2023)
$19M
Participants
310
State
Industry
Retail Trade

What the Filing Says About Marsh Automotive Group 401(k) Plan & Trust

Marsh Automotive Group 401(k) Plan & Trust is a 401(k) retirement plan sponsored by Marsh Automotive Group, headquartered in Michigan. As of the 2023 Form 5500 filing, the plan reports $19M in total end-of-year assets and covers 310 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 383260370, and the plan has been effective since 1989-03-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $17M at the beginning of 2023 to $19M at year-end - a gain of 12.3%. Net assets (after liabilities) closed the year at $19M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$17M
Total Assets (End of Year)$19M
Net Assets (End of Year)$19M
Net Income$2M
Plan Type401(k)
Employer EIN383260370
Plan Effective Date1989-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marsh Automotive Group)

Year Plans Participants Total Assets
2022 1 303 $17M
2023 1 310 $19M

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Frequently Asked Questions

How much money is in the Marsh Automotive Group 401(k) Plan & Trust?
As of the 2023 Form 5500 filing, Marsh Automotive Group 401(k) Plan & Trust holds $19M in total assets with 310 participants. It is sponsored by Marsh Automotive Group.
What type of plan is Marsh Automotive Group 401(k) Plan & Trust?
Marsh Automotive Group 401(k) Plan & Trust is a 401(k) plan. It has been effective since 1989-03-01. The plan is filed with the U.S. Department of Labor under EIN 383260370.
Who sponsors the Marsh Automotive Group 401(k) Plan & Trust?
Marsh Automotive Group 401(k) Plan & Trust is sponsored by Marsh Automotive Group, located in Michigan. The sponsor's EIN is 383260370 and the plan operates in the Retail Trade industry.
How did Marsh Automotive Group 401(k) Plan & Trust perform in 2023?
Marsh Automotive Group 401(k) Plan & Trust grew by 12.3% during 2023, moving from $17M to $19M in total assets. Net income was $2M.
Where can I find official filings for Marsh Automotive Group 401(k) Plan & Trust?
Official Form 5500 filings for Marsh Automotive Group 401(k) Plan & Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 383260370 or plan name at efast.dol.gov.
How does Marsh Automotive Group 401(k) Plan & Trust compare to other plans?
You can compare Marsh Automotive Group 401(k) Plan & Trust against other 401(k) plans on the plan type page, or view plans in Michigan on the state page. PlainRetire tracks all 402,674 ERISA-covered retirement plans in the U.S. that filed a Form 5500 for the 2023 plan year.

Explore PlainRetire

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 383260370.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.