401(k) · DOL Form 5500 · 2023

Marsh Berry & Co Inc 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
161
Participants Small participant base
78th
Percentile by assets National rank
$171,401
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Marsh, Berry & Company, Inc. 401(k) Profit Sharing Plan · Sponsored by Marsh Berry & Co Inc · Ohio · Professional & Technical Services

$28M in assets, 161 participants

Marsh Berry & Co Inc's Marsh, Berry & Company, Inc. 401(k) Profit Sharing Plan reported $28M in total assets and 161 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #15,925 in Professional & Technical Services (20,321 peers)

Coverage in Ohio

Marsh, Berry & Company, Inc. 401(k) Profit Sharing Plan covers 161 participants in Ohio, about 21% of the average Ohio filer (state average ~765 per filing). Assets: $28M.

#15,925
in Professional & Technical Services (20,321 peers)
+20.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Marsh, Berry & Company, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Marsh, Berry & Company, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$27,595,531 Top 22% higher than 78% 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

Marsh, Berry & Company, Inc. 401(k) 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. Marsh, Berry & Company, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (161 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Marsh, Berry & Company, Inc. 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Marsh, Berry & Company, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $23M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Marsh, Berry & Company, Inc. 401(k) Profit Sharing Plan reported participants rose from 141 in the plan year 2022 filing to 161 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 341190957 · Marsh Berry & Co Inc PY 2023 · 401(k)

Marsh, Berry & Company, Inc. 401(k) Profit Sharing Plan · $28M · 161 · 78th

  • RANK $28M
  • PHOTO 161
  • IND 78th
  • EOY 401(k)
  • 5500 near Carylon Corporation 401(k) Retirement Plan
  • ASSETS ind #15925

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 Ohio →

Marsh, Berry & Company, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Marsh, Berry & Company, Inc. 401(k) Profit Sharing PlanMarsh, Berry & Company, Inc.…$28MCarylon Corporation 401(k) Retirement PlanCarylon Corporation 401(k) R…$28MHansen & Adkins Auto Transport, Inc. 401(k) Profit Sharing Plan & TrustHansen & Adkins Auto Transpo…$28MStradley, Ronon, Stevens & Young, LLP Retirement Plan IIStradley, Ronon, Stevens & Y…$28MRadius Aerospace, Inc. 401(k) PlanRadius Aerospace, Inc. 401(k…$28M
End-of-year total assets ($M) among Marsh, Berry & Company, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$28M
Net Income$5M
Employer EIN341190957
Plan Effective Date1986-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marsh Berry & Co Inc)

Sponsor-wide plan assets over time

All Marsh Berry & Co Inc plans reported in each filing year

Latest sponsor-wide plan assets
$34M 9.35124284256921% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $38.1M $34.5M ▼ -9.4%
Year Plans Participants Total Assets
2022 2 267 $38M
2023 2 285 $28M
2024 1 186 $34M

Nearby 401(k) Plans in Ohio

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

Marsh, Berry & Company, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Marsh, Berry & Company, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.027595531 · Participants: 161Marsh, Berry & Company, Inc. 401(k) Profit Sharing PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Marsh, Berry & Company, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Marsh, Berry & Company, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Marsh, Berry & Company, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Carylon Corporation 401(k) Retirement Plan in IL ($28M); by covered participants it is Kansas Crossing Casino, Lc 401(k) Plan in KS (161 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (161 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 Marsh, Berry & Company, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Marsh, Berry & Company, Inc. 401(k) Profit Sharing Plan grew sharply - up 20.3% during 2023, from $23M to $28M. Reported net income was $5M.
How have Marsh Berry & Co Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marsh Berry & Co Inc's sponsor-wide assets declined 9.4%, from $38M to $34M.
Where does Marsh, Berry & Company, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Marsh, Berry & Company, Inc. 401(k) Profit Sharing Plan ranks in the 78th 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 Marsh, Berry & Company, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Carylon Corporation 401(k) Retirement Plan in IL ($28M, 970 participants).
Which 401(k) plans cover a similar participant headcount to Marsh, Berry & Company, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kansas Crossing Casino, Lc 401(k) Plan in KS (161 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 341190957.

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.