401(k) · DOL Form 5500 · 2024

Marshall & Sterling Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$69M
Total assets Below avg plan size
539
Participants Below avg headcount
87th
Percentile by assets National rank
$127,349
Avg per participant Near avg balance/head
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Official DOL plan name: Marshall & Sterling Enterprises, Inc. 401(k) Plan · Sponsored by Marshall & Sterling Enterprises, Inc. · New York · Management of Enterprises

$69M in assets, 539 participants

Marshall & Sterling Enterprises, Inc.'s Marshall & Sterling Enterprises, Inc. 401(k) Plan reported $69M in total assets and 539 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #817 in Management of Enterprises (1,133 peers)

Where Marshall & Sterling Enterprises, Inc. 401(k) Plan sits by assets

Marshall & Sterling Enterprises, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $69M for 539 participants (~$127,349/participant), up 12.6% in 2024.

#817
in Management of Enterprises (1,133 peers)
+12.6%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Marshall & Sterling Enterprises, Inc. 401(k) Plan's outsized position by total assets

Marshall & Sterling Enterprises, Inc. 401(k) Plan vs every filed plan by assets

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

$68,641,148 Top 13% higher than 87% 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 & Sterling Enterprises, Inc. 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 & Sterling Enterprises, Inc. 401(k) Plan sits mid-pack in the medium band (539 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Marshall & Sterling Enterprises, Inc. 401(k) Plan reported net income fell from $10M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Marshall & Sterling Enterprises, Inc. 401(k) Plan end-of-year assets rose from $61M in the plan year 2023 filing to $69M in the plan year 2024 filing.
  • Marshall & Sterling Enterprises, Inc. 401(k) Plan reported participants rose from 527 in the plan year 2023 filing to 539 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 141769290 · Marshall & Sterling Enterprises, Inc. PY 2024 · 401(k)

Marshall & Sterling Enterprises, Inc. 401(k) Plan · $69M · 539 · 87th

  • PCT $69M
  • PCT 539
  • PCT 87th
  • PCT 401(k)
  • PCT near Western States 401(k) Retirement Fund of the Opeiu
  • PCT ind #817

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 Management of Enterprises retirement plans → · Plans in New York →

Marshall & Sterling Enterprises, Inc. 401(k) Plan in the asset neighbourhood

Marshall & Sterling Enterprises, Inc. 401(k) PlanMarshall & Sterling Enterpri…$69MWestern States 401(k) Retirement Fund of the OpeiuWestern States 401(k) Retire…$69MCheiron, Inc. Retirement Savings PlanCheiron, Inc. Retirement Sav…$69MScheurer Hospital Employees Retirement PlanScheurer Hospital Employees …$69MU. a. Local Nos. 343 & 355 Defined Contribution PlanU. a. Local Nos. 343 & 355 D…$69M
End-of-year total assets ($M) among Marshall & Sterling Enterprises, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$69M
Net Income$8M
Employer EIN141769290
Plan Effective Date2002-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marshall & Sterling Enterprises, Inc.)

Sponsor-wide plan assets over time

All Marshall & Sterling Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$303M 33.39556377902239% vs 2022
2024 filing year
$200M$250M$300M$350M 202220232024 $227M $303M ▲ +33.4%
Year Plans Participants Total Assets
2022 2 1,011 $227M
2023 2 1,021 $263M
2024 2 1,057 $303M

Nearby 401(k) Plans in New York

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

Marshall & Sterling Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Marshall & Sterling Enterprises, Inc. 401(k) Plan, Total assets ($B): 0.068641148 · Participants: 539Marshall & Sterling Enterprises, Inc. 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Marshall & Sterling Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Marshall & Sterling Enterprises, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Western States 401(k) Retirement Fund of the Opeiu in OR ($69M); by covered participants it is Lusamerica 401(k) Plan in CA (539 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (539 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 & Sterling Enterprises, Inc. 401(k) Plan assets move in 2024? ▼
Marshall & Sterling Enterprises, Inc. 401(k) Plan grew at a solid clip - up 12.6% during 2024, from $61M to $69M. Reported net income was $8M.
How have Marshall & Sterling Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marshall & Sterling Enterprises, Inc.'s sponsor-wide assets grew 33.4%, from $227M to $303M.
Where does Marshall & Sterling Enterprises, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Marshall & Sterling Enterprises, Inc. 401(k) Plan ranks in the 87th 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 & Sterling Enterprises, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Western States 401(k) Retirement Fund of the Opeiu in OR ($69M, 488 participants).
Which 401(k) plans cover a similar participant headcount to Marshall & Sterling Enterprises, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lusamerica 401(k) Plan in CA (539 participants, $9M 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 141769290.

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.