Other · DOL Form 5500 · 2022

Marshall Industrial Technologies Employee Stock Ownership Plan

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

$299K
Total assets
102
Participants
2th
Percentile by assets

Sponsored by Marshall Maintenance, Inc. · New Jersey · Construction

What the 2022 filing shows

Marshall Industrial Technologies Employee Stock Ownership Plan holds $299K for 102 participants - about $2,929 per participant, among the smaller plans by assets on file, down 60.5% over the 2022 plan year.

$299K
total plan assets (2022 EOY)
102
covered participants
2th
percentile by assets (of 84,055 plans)
$2,929
avg assets per participant

The plan reported a net loss of $462K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$299K
Participants
102
State
Industry
Construction

What the Filing Says About Marshall Industrial Technologies Employee Stock Ownership Plan

Marshall Industrial Technologies Employee Stock Ownership Plan is a Other retirement plan sponsored by Marshall Maintenance, Inc., headquartered in New Jersey. As of the 2022 Form 5500 filing, the plan reports $299K in total end-of-year assets and covers 102 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 210682061, and the plan has been effective since 2016-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $756K at the beginning of 2022 to $299K at year-end - a decline of 60.5%. Net assets (after liabilities) closed the year at $-448,064, with reported net income of $-462,163 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 2 prior plan-year filings 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)$756K
Total Assets (End of Year)$299K
Net Assets (End of Year)$-448,064
Net Income$-462,163
Plan TypeOther
Employer EIN210682061
Plan Effective Date2016-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marshall Maintenance, Inc.)

Year Plans Participants Total Assets
2022 2 203 $12M
2023 1 102 $14M
2024 1 102 $14M

Nearby Other Plans in New Jersey

Peer Other plans, same state, same plan type, ranked by total assets.

Frequently Asked Questions

How much money is in the Marshall Industrial Technologies Employee Stock Ownership Plan?
As of the 2022 Form 5500 filing, Marshall Industrial Technologies Employee Stock Ownership Plan holds $299K in total assets with 102 participants. It is sponsored by Marshall Maintenance, Inc..
What type of plan is Marshall Industrial Technologies Employee Stock Ownership Plan?
Marshall Industrial Technologies Employee Stock Ownership Plan is a Other plan. It has been effective since 2016-10-01. The plan is filed with the U.S. Department of Labor under EIN 210682061.
Who sponsors the Marshall Industrial Technologies Employee Stock Ownership Plan?
Marshall Industrial Technologies Employee Stock Ownership Plan is sponsored by Marshall Maintenance, Inc., located in New Jersey. The sponsor's EIN is 210682061 and the plan operates in the Construction industry.
How did Marshall Industrial Technologies Employee Stock Ownership Plan perform in 2022?
Marshall Industrial Technologies Employee Stock Ownership Plan declined by 60.5% during 2022, moving from $756K to $299K in total assets. Net income was $-462,163.
Where can I find official filings for Marshall Industrial Technologies Employee Stock Ownership Plan?
Official Form 5500 filings for Marshall Industrial Technologies Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 210682061 or plan name at efast.dol.gov.
How does Marshall Industrial Technologies Employee Stock Ownership Plan compare to other plans?
You can compare Marshall Industrial Technologies Employee Stock Ownership Plan against other Other plans on the plan type page, or view plans in New Jersey 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 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 210682061.

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.