401(k) · DOL Form 5500 · 2024

The German Marshall Fund of the United States 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
80
Participants Small participant base
64th
Percentile by assets National rank
$185,960
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The German Marshall Fund of the United States 401(k) Retirement Plan · Sponsored by The German Marshall Fund of the United States · District of Columbia · Other Services

$15M in assets, 80 participants

The German Marshall Fund of the United States's The German Marshall Fund of the United States 401(k) Retirement Plan reported $15M in total assets and 80 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #6,177 in Other Services (7,719 peers)

The German Marshall Fund of the United States multi-year trail

The German Marshall Fund of the United States's plans moved +54.6% in assets from 2022 to 2024; this filing shows The German Marshall Fund of the United States 401(k) Retirement Plan at $15M / 80 participants.

#6,177
in Other Services (7,719 peers)
+19.3%
assets growth YoY

The German Marshall Fund of the United States 401(k) Retirement Plan's mid-pack asset rank among Other Services and all filers

The German Marshall Fund of the United States 401(k) Retirement Plan vs every filed plan by assets

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

$14,876,796 Top 36% higher than 64% 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

The German Marshall Fund of the United States 401(k) Retirement 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. The German Marshall Fund of the United States 401(k) Retirement Plan is a small filing (80 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The German Marshall Fund of the United States 401(k) Retirement Plan end-of-year assets rose from $12M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • The German Marshall Fund of the United States 401(k) Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • The German Marshall Fund of the United States 401(k) Retirement Plan reported participants rose from 74 in the plan year 2023 filing to 80 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 520954751 · The German Marshall Fund of the United States PY 2024 · 401(k)

The German Marshall Fund of the United States 401(k) Retirement Plan · $15M · 80 · 64th

  • TYPE $15M
  • NET 80
  • BOOK 64th
  • VS-ST 401(k)
  • BOY near Monogram Health, Inc. 401(k) Plan
  • SCH ind #6177

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 Other Services retirement plans → · Plans in District of Columbia →

The German Marshall Fund of the United States 401(k) Retirement Plan in the asset neighbourhood

The German Marshall Fund of the United States 401(k) Retirement PlanThe German Marshall Fund of …$15MMonogram Health, Inc. 401(k) PlanMonogram Health, Inc. 401(k)…$15MMarquez Brothers International, Inc. and Affiliates 401(k) PlanMarquez Brothers Internation…$15MUrgent Team Holdings 401(k) PlanUrgent Team Holdings 401(k) …$15MJohnson Engineering, LLC Employee 401(k) Profit Sharing PlanJohnson Engineering, LLC Emp…$15M
End-of-year total assets ($M) among The German Marshall Fund of the United States 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

The German Marshall Fund of the United States multi-year asset trail

Sponsor-wide plan assets over time

All The German Marshall Fund of the United States plans reported in each filing year

Latest sponsor-wide plan assets
$15M 54.57802229270706% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.62M $14.9M ▲ +54.7%
Year Plans Participants Total Assets
2022 1 69 $10M
2023 1 74 $12M
2024 1 80 $15M

The German Marshall Fund of the United States filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN520954751
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in District of Columbia

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

The German Marshall Fund of the United States 401(k) Retirement Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants The German Marshall Fund of the United States 401(k) Retirement Plan, Total assets ($B): 0.014876796 · Participants: 80The German Marshall Fund of the United States 401(k) Retirement PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 6.46217777 · Participants: 23090Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 6.227697332 · Participants: 30641Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 4.602350192 · Participants: 8108Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.487396082 · Participants: 4201Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.905912868 · Participants: 1973Hogan Lovells US LLP Retirement Savings Plan
The German Marshall Fund of the United States 401(k) Retirement Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants

The German Marshall Fund of the United States 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Monogram Health, Inc. 401(k) Plan in TN ($15M); by covered participants it is Lewa America Inc 401(k) Profit Sharing Plan & Trust in MA (80 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (80 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 The German Marshall Fund of the United States 401(k) Retirement Plan assets move in 2024?
The German Marshall Fund of the United States 401(k) Retirement Plan grew sharply - up 19.3% during 2024, from $12M to $15M. Reported net income was $2M.
How have The German Marshall Fund of the United States plan assets changed over time?
Across 3 plan years on file (2022-2024), The German Marshall Fund of the United States's sponsor-wide assets grew 54.6%, from $10M to $15M.
Which 401(k) plans are similar in size to The German Marshall Fund of the United States 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Monogram Health, Inc. 401(k) Plan in TN ($15M, 652 participants).
Which 401(k) plans cover a similar participant headcount to The German Marshall Fund of the United States 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Lewa America Inc 401(k) Profit Sharing Plan & Trust in MA (80 participants, N/A in assets).