401(k) · DOL Form 5500 · 2024

Marcum Advisory Group, LLC 401(k) Plan

Data updated 2026-08-25

$620M
Total assets Above avg plan size
3,682
Participants Above avg headcount
98th
Percentile by assets National rank
$168,507
Avg per participant Above avg balance/head
PlainRetire home → About this data

Official DOL plan name: Marcum Advisory Group, LLC 401(k) Plan · Sponsored by Marcum Advisory Group, LLC · New York · Professional & Technical Services

$620M in assets, 3,682 participants

Marcum Advisory Group, LLC's Marcum Advisory Group, LLC 401(k) Plan reported $620M in total assets and 3,682 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

  • #19,842 in Professional & Technical Services (20,173 peers)

Coverage in New York

Marcum Advisory Group, LLC 401(k) Plan covers 3,682 participants in New York, 4.6x the typical New York plan (state average ~798 per filing). Assets: $620M.

#19,842
in Professional & Technical Services (20,173 peers)
+11.2%
assets growth YoY
6.2×
vs typical plan assets (national mean)

Marcum Advisory Group, LLC 401(k) Plan's outsized position by total assets

Marcum Advisory Group, LLC 401(k) Plan vs every filed plan by assets

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

$620,444,029 Top 2% higher than 98% 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

Marcum Advisory Group, LLC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marcum Advisory Group, LLC 401(k) Plan lands in the large band (3,682 participants).

Plan-year Form 5500 strip

Filing strip 881478669 · Marcum Advisory Group, LLC PY 2024 · 401(k)

Marcum Advisory Group, LLC 401(k) Plan · $620M · 3,682 · 98th

  • EIN $620M
  • RANK 3,682
  • PHOTO 98th
  • IND 401(k)
  • EOY near Docusign, Inc. 401(k) Plan
  • 5500 ind #19842

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 New York →

Marcum Advisory Group, LLC 401(k) Plan in the asset neighbourhood

Ascensus, LLC 401(k) Savings PlanAscensus, LLC 401(k) Savings…$622MDocusign, Inc. 401(k) Plan$620MMarcum Advisory Group, LLC 401(k) PlanMarcum Advisory Group, LLC 4…$620MUS Lbm Holdings, LLC 401(k) PlanUS Lbm Holdings, LLC 401(k) …$620MFreudenberg Companies 401(k) Retirement PlanFreudenberg Companies 401(k)…$619M
End-of-year total assets ($M) among Marcum Advisory Group, 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)$558M
Net Assets (End of Year)$620M
Net Income$62M
Employer EIN881478669
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Marcum Advisory Group, 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 ($B) Participants Marcum Advisory Group, LLC 401(k) Plan, Total assets ($B): 0.620444029 · Participants: 3682Marcum Advisory Group, 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
Marcum Advisory Group, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Marcum Advisory Group, LLC 401(k) Plan side-by-side with 3 peers →

Marcum Advisory Group, 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 Docusign, Inc. 401(k) Plan in CA ($620M); by covered participants it is Labor Unions 401(k) Plan in CA (3,680 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($620M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,682 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 Marcum Advisory Group, LLC 401(k) Plan assets move in 2024? ▼
Marcum Advisory Group, LLC 401(k) Plan grew at a solid clip - up 11.2% during 2024, from $558M to $620M. Reported net income was $62M.
Where does Marcum Advisory Group, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Marcum Advisory Group, LLC 401(k) Plan ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Marcum Advisory Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Docusign, Inc. 401(k) Plan in CA ($620M, 4,226 participants).
Which 401(k) plans cover a similar participant headcount to Marcum Advisory Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Labor Unions 401(k) Plan in CA (3,680 participants, $74M 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 881478669.

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.