401(k) · DOL Form 5500 · 2024

Marcum Wealth, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets: 57
Participants Small participant base: 49th
Percentile by assets National rank: $130,363
Avg per participant Near avg balance/head

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Official DOL plan name: Marcum Wealth 401(k) Plan · Sponsored by Marcum Wealth, LLC · Ohio · Professional & Technical Services

$7M in assets, 57 participants

Marcum Wealth, LLC's Marcum Wealth 401(k) Plan reported $7M in total assets and 57 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

#9,607 in Professional & Technical Services (20,173 peers)

Marcum Wealth, LLC multi-year trail

Marcum Wealth, LLC's plans moved +75.9% in assets from 2022 to 2024; this filing shows Marcum Wealth 401(k) Plan at $7M / 57 participants.

#9,607
in Professional & Technical Services (20,173 peers): +21.4%
assets growth YoY

Marcum Wealth 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Marcum Wealth 401(k) Plan vs every filed plan by assets

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

$7,430,709 49th percentile higher than 49% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Marcum Wealth 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marcum Wealth 401(k) Plan is a small filing (57 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Marcum Wealth 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Marcum Wealth 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Marcum Wealth 401(k) Plan reported participants rose from 51 in the plan year 2023 filing to 57 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 202317470 · Marcum Wealth, LLC PY 2024 · 401(k)

Marcum Wealth 401(k) Plan · $7M · 57 · 49th

NET $7M
NET 57
NET 49th
NET 401(k)
NET near Freehold Capital Management, LLC 401(k) Plan
NET ind #9607

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 →

End-of-year total assets ($M) among Marcum Wealth 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Marcum Wealth, LLC multi-year asset trail

Latest sponsor-wide plan assets: $7M 75.85762051132528% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	46	$4M
2023	1	51	$6M
2024	1	57	$7M

Marcum Wealth, LLC filing trail (2024)

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$7M
Net Income	$1M
Employer EIN	202317470
Plan Effective Date	2001-03-15
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Marcum Wealth 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

GE Aerospace Retirement Savings Plan $14.7B · 45,620
The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
The Progressive 401(k) Plan $11.5B · 62,521
The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
Parker Retirement Savings Plan $9.0B · 26,315

Compare Marcum Wealth 401(k) Plan side-by-side with 3 peers →

Marcum Wealth 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Freehold Capital Management, LLC 401(k) Plan in MA ($7M); by covered participants it is Certified 401(k) Plan in FL (57 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Freehold Capital Management, LLC 401(k) Plan (MA) $7M · 44
The Bst Systems, Inc. Profit Sharing Retirement Plan (CT) $7M · 58
Profit Sharing Retirement Plan for Employees of Wgi, Inc. (MA) $7M · 124
Pnw Metal Recycling, Inc Profit Sharing Plan (OR) $7M · 132

Similar participant headcount

Nearest other-state filings by covered participants (57 participants); asset peers above are excluded.

Certified 401(k) Plan (FL) 57 · 0 off
Cvc Credit Partners, LLC 401(k) Plan (NY) 57 · 0 off
Gemtech Industries, Inc. 401(k) Plan (CA) 57 · 0 off
Burch, Porter & Johnson Self Employed Retirement Plan (TN) 57 · 0 off

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 Marcum Wealth 401(k) Plan assets move in 2024? ▼

Marcum Wealth 401(k) Plan grew sharply - up 21.4% during 2024, from $6M to $7M. Reported net income was $1M.

How have Marcum Wealth, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Marcum Wealth, LLC's sponsor-wide assets grew 75.9%, from $4M to $7M.

Which 401(k) plans are similar in size to Marcum Wealth 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Freehold Capital Management, LLC 401(k) Plan in MA ($7M, 44 participants).

Which 401(k) plans cover a similar participant headcount to Marcum Wealth 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Certified 401(k) Plan in FL (57 participants, $702K 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 202317470.