401(k) · DOL Form 5500 · 2024

Marshall Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
108
Participants Small participant base
78th
Percentile by assets National rank
$284,248
Avg per participant High balance/head
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Official DOL plan name: Marshall Associates, Inc. Profit Sharing & 401(k) Plan · Sponsored by Marshall Associates, Inc. · Illinois · Wholesale Trade

$31M in assets, 108 participants

Marshall Associates, Inc.'s Marshall Associates, Inc. Profit Sharing & 401(k) Plan reported $31M in total assets and 108 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #4,627 in Wholesale Trade (6,080 peers)

Coverage in Illinois

Marshall Associates, Inc. Profit Sharing & 401(k) Plan covers 108 participants in Illinois, about 14% of the average Illinois filer (state average ~779 per filing). Assets: $31M.

#4,627
in Wholesale Trade (6,080 peers)
+15.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Marshall Associates, Inc. Profit Sharing & 401(k) Plan's outsized position by total assets

Marshall Associates, Inc. Profit Sharing & 401(k) Plan vs every filed plan by assets

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

$30,698,778 Top 22% higher than 78% 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

Marshall Associates, Inc. Profit Sharing & 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 Associates, Inc. Profit Sharing & 401(k) Plan sits mid-pack in the medium band (108 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Marshall Associates, Inc. Profit Sharing & 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Marshall Associates, Inc. Profit Sharing & 401(k) Plan end-of-year assets rose from $27M in the plan year 2023 filing to $31M in the plan year 2024 filing.
  • Marshall Associates, Inc. Profit Sharing & 401(k) Plan reported participants rose from 105 in the plan year 2023 filing to 108 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 362762990 · Marshall Associates, Inc. PY 2024 · 401(k)

Marshall Associates, Inc. Profit Sharing & 401(k) Plan · $31M · 108 · 78th

  • EOY $31M
  • EOY 108
  • EOY 78th
  • EOY 401(k)
  • EOY near Sigma Engineers & Constructors, L.L.C. 401(k) Profit Sharing Plan
  • EOY ind #4627

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 Wholesale Trade retirement plans → · Plans in Illinois →

Marshall Associates, Inc. Profit Sharing & 401(k) Plan in the asset neighbourhood

Marshall Associates, Inc. Profit Sharing & 401(k) PlanMarshall Associates, Inc. Pr…$31MSigma Engineers & Constructors, L.L.C. 401(k) Profit Sharing PlanSigma Engineers & Constructo…$31MBorealis Compounds, Inc. Savings PlanBorealis Compounds, Inc. Sav…$31MTennsco Retirement Savings PlanTennsco Retirement Savings P…$31MThe Satilla Rural Electric Membership Corporation 401(k) Savings PlanThe Satilla Rural Electric M…$31M
End-of-year total assets ($M) among Marshall Associates, Inc. Profit Sharing & 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$31M
Net Income$4M
Employer EIN362762990
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marshall Associates, Inc.)

Sponsor-wide plan assets over time

All Marshall Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 30.683864382891553% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.5M $30.7M ▲ +30.7%
Year Plans Participants Total Assets
2022 1 107 $23M
2023 1 105 $27M
2024 1 108 $31M

Nearby 401(k) Plans in Illinois

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

Marshall Associates, Inc. Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Marshall Associates, Inc. Profit Sharing & 401(k) Plan, Total assets ($B): 0.030698778 · Participants: 108Marshall Associates, Inc. Profit Sharing & 401(k) PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Marshall Associates, Inc. Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Marshall Associates, Inc. Profit Sharing & 401(k) Plan side-by-side with 3 peers →

Marshall Associates, Inc. Profit Sharing & 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Sigma Engineers & Constructors, L.L.C. 401(k) Profit Sharing Plan in LA ($31M); by covered participants it is El Centro De Corazon 401(k) Profit Sharing Plan and Trust in TX (108 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (108 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 Marshall Associates, Inc. Profit Sharing & 401(k) Plan assets move in 2024? ▼
Marshall Associates, Inc. Profit Sharing & 401(k) Plan grew sharply - up 15.3% during 2024, from $27M to $31M. Reported net income was $4M.
How have Marshall Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marshall Associates, Inc.'s sponsor-wide assets grew 30.7%, from $23M to $31M.
Where does Marshall Associates, Inc. Profit Sharing & 401(k) Plan rank by assets among Form 5500 filers? ▼
Marshall Associates, Inc. Profit Sharing & 401(k) Plan ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Marshall Associates, Inc. Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sigma Engineers & Constructors, L.L.C. 401(k) Profit Sharing Plan in LA ($31M, 203 participants).
Which 401(k) plans cover a similar participant headcount to Marshall Associates, Inc. Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is El Centro De Corazon 401(k) Profit Sharing Plan and Trust in TX (108 participants, $4M in assets).

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 362762990.

Read our methodology - how this data is sourced, computed, and verified.

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