401(k) · DOL Form 5500 · 2024

Marsh Ventures Inc 401(k) Plan

Data updated 2026-08-25

$80K
Total assets Small plan by assets
32
Participants Small participant base
5th
Percentile by assets National rank
$2,512
Avg per participant Low balance/head
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Official DOL plan name: Marsh Ventures Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Marsh Ventures Inc · California · Retail Trade

$80K in assets, 32 participants

Marsh Ventures Inc's Marsh Ventures Inc 401(k) Profit Sharing Plan & Trust reported $80K in total assets and 32 participants in its 2024 DOL Form 5500 filing, ranking in the 5th 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.

  • #663 in Retail Trade (8,048 peers)

Marsh Ventures Inc multi-year trail

Marsh Ventures Inc's plans moved -98.6% in assets from 2022 to 2024; this filing shows Marsh Ventures Inc 401(k) Profit Sharing Plan & Trust at $80K / 32 participants.

#663
in Retail Trade (8,048 peers)
-98.7%
assets change YoY

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Marsh Ventures Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Marsh Ventures Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$80,382 5th percentile higher than 5% of 123,620 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 2024

Marsh Ventures Inc 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marsh Ventures Inc 401(k) Profit Sharing Plan & Trust is a small filing (32 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Marsh Ventures Inc 401(k) Profit Sharing Plan & Trust reported net income fell from $624K in the plan year 2023 filing to -$6M in the plan year 2024 filing.
  • Marsh Ventures Inc 401(k) Profit Sharing Plan & Trust end-of-year assets fell from $6M in the plan year 2023 filing to $80K in the plan year 2024 filing.
  • Marsh Ventures Inc 401(k) Profit Sharing Plan & Trust reported participants fell from 36 in the plan year 2023 filing to 32 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 942575923 · Marsh Ventures Inc PY 2024 · 401(k)

Marsh Ventures Inc 401(k) Profit Sharing Plan & Trust · $80K · 32 · 5th

  • NET $80K
  • BOOK 32
  • VS-ST 5th
  • BOY 401(k)
  • SCH near Summit Property Ventures Inc. 401(k) Plan
  • EBSA ind #663

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 Retail Trade retirement plans → · Plans in California →

Marsh Ventures Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Marsh Ventures Inc 401(k) Profit Sharing Plan & TrustMarsh Ventures Inc 401(k) Pr…$80KSummit Property Ventures Inc. 401(k) PlanSummit Property Ventures Inc…$80KFlorkowski Ventures Inc. Retirement PlanFlorkowski Ventures Inc. Ret…$80KPropertypro Inc 401(k) Plan$80KHarmony Vending, Inc. Retirement PlanHarmony Vending, Inc. Retire…$81K
End-of-year total assets ($M) among Marsh Ventures Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Marsh Ventures Inc multi-year asset trail

Sponsor-wide plan assets over time

All Marsh Ventures Inc plans reported in each filing year

Latest sponsor-wide plan assets
$80K 98.57859880702881% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $5.66M $0.08M ▼ -98.6%
Year Plans Participants Total Assets
2022 1 50 $6M
2023 1 36 $6M
2024 2 42 $80K

Marsh Ventures Inc filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$80K
Net Income-$6M
Employer EIN942575923
Plan Effective Date2008-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Marsh Ventures Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Marsh Ventures Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000080382 · Participants: 32Marsh Ventures Inc 401(k) Profit Sharing Plan & TrustGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Marsh Ventures Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Marsh Ventures Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Marsh Ventures Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Summit Property Ventures Inc. 401(k) Plan in MA ($80K); by covered participants it is Red Collar Pet Foods, Inc. Retirement Plan in TN (32 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($80K here).

Similar participant headcount

Nearest other-state filings by covered participants (32 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Marsh Ventures Inc 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Marsh Ventures Inc 401(k) Profit Sharing Plan & Trust contracted severely - down 98.7% during 2024, from $6M to $80K. Reported net income was -$6M.
How have Marsh Ventures Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marsh Ventures Inc's sponsor-wide assets declined 98.6%, from $6M to $80K.
Where does Marsh Ventures Inc 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Marsh Ventures Inc 401(k) Profit Sharing Plan & Trust ranks in the 5th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Marsh Ventures Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Summit Property Ventures Inc. 401(k) Plan in MA ($80K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Marsh Ventures Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Red Collar Pet Foods, Inc. Retirement Plan in TN (32 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 942575923.

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.