401(k) ยท DOL Form 5500 ยท 2024

Marcus & Millichap, Inc. 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA, verify with linked source filings below.

$67M
Total assets
832
Participants
78th
Percentile by assets

Sponsored by Marcus & Millichap, Inc. ยท California ยท Real Estate

What the 2024 filing shows

Marcus & Millichap, Inc. 401(k) Plan holds $67M for 832 participants - about $80,698 per participant, in the top quartile of all filed plans by assets, up 24.4% over the 2024 plan year.

$67M
total plan assets (2024 EOY)
832
covered participants
78th
percentile by assets (of 67,083 plans)
$80,698
avg assets per participant
Total Assets (2023)
$67M
Participants
832
State
Industry
Real Estate

What the Filing Says About Marcus & Millichap, Inc. 401(k) Plan

Marcus & Millichap, Inc. 401(k) Plan is a 401(k) retirement plan sponsored by Marcus & Millichap, Inc., headquartered in California. As of the 2024 Form 5500 filing, the plan reports $67M in total end-of-year assets and covers 832 participants across the Real Estate industry. The sponsor's EIN on file with the U.S. Department of Labor is 352478370, and the plan has been effective since 2014-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $54M at the beginning of 2024 to $67M at year-end - a gain of 24.4%. Net assets (after liabilities) closed the year at $67M, with reported net income of $13M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$54M
Total Assets (End of Year)$67M
Net Assets (End of Year)$67M
Net Income$13M
Plan Type401(k)
Employer EIN352478370
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marcus & Millichap, Inc.)

Year Plans Participants Total Assets
2022 1 804 $45M
2023 1 854 $54M
2024 1 832 $67M

Nearby 401(k) Plans in California

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Frequently Asked Questions

How much money is in the Marcus & Millichap, Inc. 401(k) Plan?
As of the 2024 Form 5500 filing, Marcus & Millichap, Inc. 401(k) Plan holds $67M in total assets with 832 participants. It is sponsored by Marcus & Millichap, Inc..
What type of plan is Marcus & Millichap, Inc. 401(k) Plan?
Marcus & Millichap, Inc. 401(k) Plan is a 401(k) plan. It has been effective since 2014-01-01. The plan is filed with the U.S. Department of Labor under EIN 352478370.
Who sponsors the Marcus & Millichap, Inc. 401(k) Plan?
Marcus & Millichap, Inc. 401(k) Plan is sponsored by Marcus & Millichap, Inc., located in California. The sponsor's EIN is 352478370 and the plan operates in the Real Estate industry.
How did Marcus & Millichap, Inc. 401(k) Plan perform in 2024?
Marcus & Millichap, Inc. 401(k) Plan grew by 24.4% during 2024, moving from $54M to $67M in total assets. Net income was $13M.
Where can I find official filings for Marcus & Millichap, Inc. 401(k) Plan?
Official Form 5500 filings for Marcus & Millichap, Inc. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 352478370 or plan name at efast.dol.gov.
How does Marcus & Millichap, Inc. 401(k) Plan compare to other plans?
You can compare Marcus & Millichap, Inc. 401(k) Plan against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks all 402,674 ERISA-covered retirement plans in the U.S. that filed a Form 5500 for the 2023 plan year.

Explore PlainRetire

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 352478370.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.