401(k) · DOL Form 5500 · 2024
Marshall & Bruce Company 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 75
- Participants Small participant base
- 53rd
- Percentile by assets National rank
- $116,758
- Avg per participant Below avg balance/head
Official DOL plan name: Marshall & Bruce 401(k) Plan · Sponsored by Marshall & Bruce Company · Tennessee · Manufacturing
$9M in assets, 75 participants
Marshall & Bruce Company's Marshall & Bruce 401(k) Plan reported $9M in total assets and 75 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.
- #6,737 in Manufacturing (17,777 peers)
Marshall & Bruce Company multi-year trail
Marshall & Bruce Company's plans moved +46.8% in assets from 2022 to 2024; this filing shows Marshall & Bruce 401(k) Plan at $9M / 75 participants.
- #6,737
- in Manufacturing (17,777 peers)
- +19.5%
- assets growth YoY
Marshall & Bruce 401(k) Plan's mid-pack asset rank among Manufacturing and all filers
Marshall & Bruce 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,756,862 Top 47% higher than 53% 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
Marshall & Bruce 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. Marshall & Bruce 401(k) Plan is a small filing (75 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Marshall & Bruce 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Marshall & Bruce 401(k) Plan reported participants fell from 83 in the plan year 2023 filing to 75 in the plan year 2024 filing.
- Marshall & Bruce 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 621172617 · Marshall & Bruce Company PY 2024 · 401(k)
Marshall & Bruce 401(k) Plan · $9M · 75 · 53rd
- EIN $9M
- EIN 75
- EIN 53rd
- EIN 401(k)
- EIN near Synergy Care, Inc. 401(k) Plan
- EIN ind #6737
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 Manufacturing retirement plans → · Plans in Tennessee →
Marshall & Bruce 401(k) Plan in the asset neighbourhood
Marshall & Bruce Company multi-year asset trail
Sponsor-wide plan assets over time
All Marshall & Bruce Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 46.793253606314636% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 88 | $6M |
| 2023 | 1 | 83 | $7M |
| 2024 | 1 | 75 | $9M |
Marshall & Bruce Company filing trail (2024)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $1M |
| Employer EIN | 621172617 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $25.4B · 113,079
- Hca 401(k) Plan $23.8B · 307,086
- Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
- International Paper Company Salaried Savings Plan $5.0B · 12,564
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441
Marshall & Bruce 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Synergy Care, Inc. 401(k) Plan in LA ($9M); by covered participants it is Aisle Rocket Retirement Plan in IL (75 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
- Synergy Care, Inc. 401(k) Plan (LA) $9M · 546
- Crisis Text Line 403(b) Tax Sheltered Annuity (NY) $9M · 218
- Nkt Commercial, LLC 401(k) Plan (CA) $9M · 6
- Greenslate LLC 401(k) Plan (NY) $9M · 183
Similar participant headcount
Nearest other-state filings by covered participants (75 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.