401(k) Β· DOL Form 5500 Β· 2024

Marshall Dennehey, P.C. Savings & Investment Plan

ERISA Form 5500 plan record drawn from DOL EBSA, verify with linked source filings below.

$268M
Total assets
1,100
Participants
92th
Percentile by assets

Sponsored by Marshall Dennehey, P.C. Β· Pennsylvania Β· Professional & Technical Services

What the 2024 filing shows

Marshall Dennehey, P.C. Savings & Investment Plan holds $268M for 1,100 participants - about $243,268 per participant, in the top 10% of all filed plans by assets, up 11.1% over the 2024 plan year.

$268M
total plan assets (2024 EOY)
1,100
covered participants
92th
percentile by assets (of 67,083 plans)
$243,268
avg assets per participant
Total Assets (2023)
$268M
Participants
1,100
State
Industry
Professional & Technical Services

What the Filing Says About Marshall Dennehey, P.C. Savings & Investment Plan

Marshall Dennehey, P.C. Savings & Investment Plan is a 401(k) retirement plan sponsored by Marshall Dennehey, P.C., headquartered in Pennsylvania. As of the 2024 Form 5500 filing, the plan reports $268M in total end-of-year assets and covers 1,100 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 231724150, and the plan has been effective since 1984-05-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $241M at the beginning of 2024 to $268M at year-end - a gain of 11.1%. Net assets (after liabilities) closed the year at $268M, with reported net income of $27M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$241M
Total Assets (End of Year)$268M
Net Assets (End of Year)$268M
Net Income$27M
Plan Type401(k)
Employer EIN231724150
Plan Effective Date1984-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marshall Dennehey, P.C.)

Year Plans Participants Total Assets
2022 1 1,052 $205M
2023 1 1,070 $241M
2024 1 1,100 $268M

Nearby 401(k) Plans in Pennsylvania

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

Frequently Asked Questions

How much money is in the Marshall Dennehey, P.C. Savings & Investment Plan?
As of the 2024 Form 5500 filing, Marshall Dennehey, P.C. Savings & Investment Plan holds $268M in total assets with 1,100 participants. It is sponsored by Marshall Dennehey, P.C..
What type of plan is Marshall Dennehey, P.C. Savings & Investment Plan?
Marshall Dennehey, P.C. Savings & Investment Plan is a 401(k) plan. It has been effective since 1984-05-01. The plan is filed with the U.S. Department of Labor under EIN 231724150.
Who sponsors the Marshall Dennehey, P.C. Savings & Investment Plan?
Marshall Dennehey, P.C. Savings & Investment Plan is sponsored by Marshall Dennehey, P.C., located in Pennsylvania. The sponsor's EIN is 231724150 and the plan operates in the Professional & Technical Services industry.
How did Marshall Dennehey, P.C. Savings & Investment Plan perform in 2024?
Marshall Dennehey, P.C. Savings & Investment Plan grew by 11.1% during 2024, moving from $241M to $268M in total assets. Net income was $27M.
Where can I find official filings for Marshall Dennehey, P.C. Savings & Investment Plan?
Official Form 5500 filings for Marshall Dennehey, P.C. Savings & Investment Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 231724150 or plan name at efast.dol.gov.
How does Marshall Dennehey, P.C. Savings & Investment Plan compare to other plans?
You can compare Marshall Dennehey, P.C. Savings & Investment Plan against other 401(k) plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks all 402,674 ERISA-covered retirement plans in the U.S. that filed a Form 5500 for the 2023 plan year.

Explore PlainRetire

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 231724150.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

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