401(k) · DOL Form 5500 · 2024

Marsh, Berry, and Company, LLC 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
186
Participants Below avg headcount
79th
Percentile by assets National rank
$185,474
Avg per participant Above avg balance/head
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Official DOL plan name: Marsh, Berry, and Company, LLC 401(k) Profit Sharing Plan · Sponsored by Marsh, Berry, and Company, LLC · Ohio · Professional & Technical Services

$34M in assets, 186 participants

Marsh, Berry, and Company, LLC's Marsh, Berry, and Company, LLC 401(k) Profit Sharing Plan reported $34M in total assets and 186 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #16,074 in Professional & Technical Services (20,173 peers)

Coverage in Ohio

Marsh, Berry, and Company, LLC 401(k) Profit Sharing Plan covers 186 participants in Ohio, about 24% of the average Ohio filer (state average ~765 per filing). Assets: $34M.

#16,074
in Professional & Technical Services (20,173 peers)
+25.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Marsh, Berry, and Company, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Marsh, Berry, and Company, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$34,498,154 Top 21% higher than 79% 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

Marsh, Berry, and Company, LLC 401(k) Profit Sharing 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. Marsh, Berry, and Company, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (186 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Marsh, Berry, and Company, LLC 401(k) Profit Sharing Plan reported net income rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Marsh, Berry, and Company, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $28M in the plan year 2023 filing to $34M in the plan year 2024 filing.
  • Marsh, Berry, and Company, LLC 401(k) Profit Sharing Plan reported participants rose from 161 in the plan year 2023 filing to 186 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 341190957 · Marsh, Berry, and Company, LLC PY 2024 · 401(k)

Marsh, Berry, and Company, LLC 401(k) Profit Sharing Plan · $34M · 186 · 79th

  • VS-ST $34M
  • VS-ST 186
  • VS-ST 79th
  • VS-ST 401(k)
  • VS-ST near Office & Professional Employees Retirement Plan
  • VS-ST ind #16074

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 Professional & Technical Services retirement plans → · Plans in Ohio →

Marsh, Berry, and Company, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Marsh, Berry, and Company, LLC 401(k) Profit Sharing PlanMarsh, Berry, and Company, L…$34MOffice & Professional Employees Retirement PlanOffice & Professional Employ…$34MArchaea Employee Savings Plan$34MCelia Corporation 401(k) Plan$35MCw Financial Services LLC Investment PlanCw Financial Services LLC In…$34M
End-of-year total assets ($M) among Marsh, Berry, and Company, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$34M
Net Income$7M
Employer EIN341190957
Plan Effective Date1986-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marsh, Berry, and Company, LLC)

Sponsor-wide plan assets over time

All Marsh, Berry, and Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$34M 9.35124284256921% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $38.1M $34.5M ▼ -9.4%
Year Plans Participants Total Assets
2022 2 267 $38M
2023 2 285 $28M
2024 1 186 $34M

Nearby 401(k) Plans in Ohio

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

Marsh, Berry, and Company, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Marsh, Berry, and Company, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.034498154 · Participants: 186Marsh, Berry, and Company, LLC 401(k) Profit Sharing PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Marsh, Berry, and Company, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Marsh, Berry, and Company, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Marsh, Berry, and Company, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Office & Professional Employees Retirement Plan in OR ($34M); by covered participants it is Recovery Unplugged 401(k) Plan in FL (186 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($34M here).

Similar participant headcount

Nearest other-state filings by covered participants (186 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 Marsh, Berry, and Company, LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Marsh, Berry, and Company, LLC 401(k) Profit Sharing Plan grew sharply - up 25.0% during 2024, from $28M to $34M. Reported net income was $7M.
How have Marsh, Berry, and Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marsh, Berry, and Company, LLC's sponsor-wide assets declined 9.4%, from $38M to $34M.
Where does Marsh, Berry, and Company, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Marsh, Berry, and Company, LLC 401(k) Profit Sharing Plan ranks in the 79th 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 Marsh, Berry, and Company, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Office & Professional Employees Retirement Plan in OR ($34M, 2,265 participants).
Which 401(k) plans cover a similar participant headcount to Marsh, Berry, and Company, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Recovery Unplugged 401(k) Plan in FL (186 participants, $859K 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 341190957.

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.