401(k) · DOL Form 5500 · 2024
Marshall Excelsior Company 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 177
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $36,808
- Avg per participant Low balance/head
Official DOL plan name: Marshall Excelsior Company 401(k) Plan · Sponsored by Marshall Excelsior Company · Michigan · Manufacturing
$7M in assets, 177 participants
Marshall Excelsior Company's Marshall Excelsior Company 401(k) Plan reported $7M in total assets and 177 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.
- #5,438 in Manufacturing (17,777 peers)
Coverage in Michigan
Marshall Excelsior Company 401(k) Plan covers 177 participants in Michigan, about 28% of the average Michigan filer (state average ~638 per filing). Assets: $7M.
- #5,438
- in Manufacturing (17,777 peers)
- +19.3%
- assets growth YoY
Marshall Excelsior Company 401(k) Plan's mid-pack asset rank among Manufacturing and all filers
Marshall Excelsior Company 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,514,938 47th percentile higher than 47% 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 Excelsior Company 401(k) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marshall Excelsior Company 401(k) Plan sits mid-pack in the medium band (177 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Marshall Excelsior Company 401(k) Plan reported participants fell from 249 in the plan year 2023 filing to 177 in the plan year 2024 filing.
- Marshall Excelsior Company 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Marshall Excelsior Company 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
DOL schedule card
Filing strip 382155581 · Marshall Excelsior Company PY 2024 · 401(k)
Marshall Excelsior Company 401(k) Plan · $7M · 177 · 47th
- PART $7M
- PART 177
- PART 47th
- PART 401(k)
- PART near Esquire Law LLC 401(k) Profit Sharing Plan & Trust
- PART ind #5438
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 Michigan →
Marshall Excelsior Company 401(k) Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $1M |
| Employer EIN | 382155581 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Marshall Excelsior Company)
Sponsor-wide plan assets over time
All Marshall Excelsior Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 54.774487980215284% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 251 | $4M |
| 2023 | 1 | 249 | $5M |
| 2024 | 1 | 177 | $7M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $23.1B · 43,053
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $17.3B · 31,790
- The Dow Chemical Company Employees' Savings Plan $10.8B · 17,128
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $9.6B · 42,513
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $8.3B · 60,497
Marshall Excelsior Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Esquire Law LLC 401(k) Profit Sharing Plan & Trust in FL ($7M); by covered participants it is Greater Houston Retailers Association 401(k) Plan in TX (177 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Esquire Law LLC 401(k) Profit Sharing Plan & Trust (FL) $7M · 281
- Cte Incorporated 401(k) Plan (NY) $7M · 103
- Quartile 401(k) Plan (NY) $7M · 134
- Hill Construction Employee Retirement Plan (SC) $7M · 36
Similar participant headcount
Nearest other-state filings by covered participants (177 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.