401(k) · DOL Form 5500 · 2024

Marwood Group & Co. USA LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
167
Participants Small participant base
66th
Percentile by assets National rank
$96,952
Avg per participant Below avg balance/head
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Official DOL plan name: Marwood Group & Co. USA LLC 401(k) Plan · Sponsored by Marwood Group & Co. USA LLC · New York · Management of Enterprises

$16M in assets, 167 participants

Marwood Group & Co. USA LLC's Marwood Group & Co. USA LLC 401(k) Plan reported $16M in total assets and 167 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

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

Coverage in New York

Marwood Group & Co. USA LLC 401(k) Plan covers 167 participants in New York, about 21% of the average New York filer (state average ~798 per filing). Assets: $16M.

#541
in Management of Enterprises (1,133 peers)
+15.3%
assets growth YoY

Marwood Group & Co. USA LLC 401(k) Plan's mid-pack asset rank among Management of Enterprises and all filers

Marwood Group & Co. USA LLC 401(k) Plan vs every filed plan by assets

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

$16,190,997 Top 34% higher than 66% 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

Marwood Group & Co. USA LLC 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. Marwood Group & Co. USA LLC 401(k) Plan sits mid-pack in the medium band (167 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Marwood Group & Co. USA LLC 401(k) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Marwood Group & Co. USA LLC 401(k) Plan reported participants fell from 185 in the plan year 2023 filing to 167 in the plan year 2024 filing.
  • Marwood Group & Co. USA LLC 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 113570166 · Marwood Group & Co. USA LLC PY 2024 · 401(k)

Marwood Group & Co. USA LLC 401(k) Plan · $16M · 167 · 66th

  • EIN $16M
  • RANK 167
  • PHOTO 66th
  • IND 401(k)
  • EOY near Nbm Corporation 401(k)/ESOP Plan
  • 5500 ind #541

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 →

Marwood Group & Co. USA LLC 401(k) Plan in the asset neighbourhood

Marwood Group & Co. USA LLC 401(k) PlanMarwood Group & Co. USA LLC …$16MNbm Corporation 401(k)/ESOP PlanNbm Corporation 401(k)/ESOP …$16MRukel Management, LLC 401(k) Profit Sharing PlanRukel Management, LLC 401(k)…$16MCrown/Loyal 401(k) Plan$16M401(k) Profit-Sharing Plan for Employees of Kidango, Inc.401(k) Profit-Sharing Plan f…$16M
End-of-year total assets ($M) among Marwood Group & Co. USA LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN113570166
Plan Effective Date2003-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marwood Group & Co. USA LLC)

Sponsor-wide plan assets over time

All Marwood Group & Co. USA LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 37.49286040739878% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.8M $16.2M ▲ +37.4%
Year Plans Participants Total Assets
2022 1 198 $12M
2023 1 185 $14M
2024 1 167 $16M

Nearby 401(k) Plans in New York

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

Marwood Group & Co. USA LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Marwood Group & Co. USA LLC 401(k) Plan, Total assets ($B): 0.016190997 · Participants: 167Marwood Group & Co. USA LLC 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
Marwood Group & Co. USA LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Marwood Group & Co. USA LLC 401(k) Plan side-by-side with 3 peers →

Marwood Group & Co. USA LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Nbm Corporation 401(k)/ESOP Plan in OK ($16M); by covered participants it is Lightning Emotors, Inc. 401(k) Plan in CO (167 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (167 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 Marwood Group & Co. USA LLC 401(k) Plan assets move in 2024? ▼
Marwood Group & Co. USA LLC 401(k) Plan grew sharply - up 15.3% during 2024, from $14M to $16M. Reported net income was $2M.
How have Marwood Group & Co. USA LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marwood Group & Co. USA LLC's sponsor-wide assets grew 37.5%, from $12M to $16M.
Which 401(k) plans are similar in size to Marwood Group & Co. USA LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nbm Corporation 401(k)/ESOP Plan in OK ($16M, 71 participants).
Which 401(k) plans cover a similar participant headcount to Marwood Group & Co. USA LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lightning Emotors, Inc. 401(k) Plan in CO (167 participants, N/A 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 113570166.

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.