401(k) · DOL Form 5500 · 2024

Marsh Properties, LLC 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
61
Participants Small participant base
72nd
Percentile by assets National rank
$364,926
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Marsh Properties, LLC 401(k) Profit Sharing Plan · Sponsored by Marsh Properties, LLC · North Carolina · Real Estate

$22M in assets, 61 participants

Marsh Properties, LLC's Marsh Properties, LLC 401(k) Profit Sharing Plan reported $22M in total assets and 61 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #3,957 in Real Estate (4,605 peers)

Marsh Properties, LLC multi-year trail

Marsh Properties, LLC's plans moved +18.7% in assets from 2022 to 2024; this filing shows Marsh Properties, LLC 401(k) Profit Sharing Plan at $22M / 61 participants.

#3,957
in Real Estate (4,605 peers)
+3.7%
assets growth YoY

Marsh Properties, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Marsh Properties, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$22,260,492 Top 28% higher than 72% 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 Properties, LLC 401(k) Profit Sharing 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. Marsh Properties, LLC 401(k) Profit Sharing Plan is a small filing (61 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Marsh Properties, LLC 401(k) Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $785K in the plan year 2024 filing.
  • Marsh Properties, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $21M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Marsh Properties, LLC 401(k) Profit Sharing Plan reported participants fell from 62 in the plan year 2023 filing to 61 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 320399222 · Marsh Properties, LLC PY 2024 · 401(k)

Marsh Properties, LLC 401(k) Profit Sharing Plan · $22M · 61 · 72nd

  • BOOK $22M
  • VS-ST 61
  • BOY 72nd
  • SCH 401(k)
  • EBSA near Dewey Services, Inc. Retirement Savings Plan
  • PART ind #3957

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 Real Estate retirement plans → · Plans in North Carolina →

Marsh Properties, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Marsh Properties, LLC 401(k) Profit Sharing PlanMarsh Properties, LLC 401(k)…$22MDewey Services, Inc. Retirement Savings PlanDewey Services, Inc. Retirem…$22MChina Telecom Americas 401(k) Retirement PlanChina Telecom Americas 401(k…$22MElford, Inc. 401(k) Plan$22MPts Employee's 401(k) Plan$22M
End-of-year total assets ($M) among Marsh Properties, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Marsh Properties, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Marsh Properties, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$22M 18.673376131217225% vs 2022
2024 filing year
$18M$20M$22M$24M 202220232024 $18.8M $22.3M ▲ +18.7%
Year Plans Participants Total Assets
2022 1 60 $19M
2023 1 62 $21M
2024 1 61 $22M

Marsh Properties, LLC filing trail (2024)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$22M
Net Income$785K
Employer EIN320399222
Plan Effective Date1953-12-29
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Marsh Properties, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Marsh Properties, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.022260492 · Participants: 61Marsh Properties, LLC 401(k) Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Marsh Properties, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

Marsh Properties, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Dewey Services, Inc. Retirement Savings Plan in CA ($22M); by covered participants it is Rockset 401(k) Plan in CA (61 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (61 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 Properties, LLC 401(k) Profit Sharing Plan assets move in 2024?
Marsh Properties, LLC 401(k) Profit Sharing Plan edged up modestly - up 3.7% during 2024, from $21M to $22M. Reported net income was $785K.
How have Marsh Properties, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Marsh Properties, LLC's sponsor-wide assets grew 18.7%, from $19M to $22M.
Which 401(k) plans are similar in size to Marsh Properties, LLC 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Dewey Services, Inc. Retirement Savings Plan in CA ($22M, 457 participants).
Which 401(k) plans cover a similar participant headcount to Marsh Properties, LLC 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Rockset 401(k) Plan in CA (61 participants, N/A in assets).