401(k) · DOL Form 5500 · 2024
Marshall, Gerstein & Borun LLP 401(k) Plan
Data updated 2026-08-25
- $448K
- Total assets Small plan by assets
- 69
- Participants Small participant base
- 17th
- Percentile by assets National rank
- $6,496
- Avg per participant Low balance/head
Official DOL plan name: Marshall, Gerstein & Borun LLP New Employees' 401(k) Plan · Sponsored by Marshall, Gerstein & Borun LLP · Illinois · Professional & Technical Services
$448K in assets, 69 participants
Marshall, Gerstein & Borun LLP's Marshall, Gerstein & Borun LLP New Employees' 401(k) Plan reported $448K in total assets and 69 participants in its 2024 DOL Form 5500 filing, ranking in the 17th 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.
- #2,606 in Professional & Technical Services (20,173 peers)
Marshall, Gerstein & Borun LLP multi-year trail
Marshall, Gerstein & Borun LLP's plans moved +41.2% in assets from 2022 to 2024; this filing shows Marshall, Gerstein & Borun LLP New Employees' 401(k) Plan at $448K / 69 participants.
- #2,606
- in Professional & Technical Services (20,173 peers)
- +54.4%
- assets growth YoY
Marshall, Gerstein & Borun LLP New Employees' 401(k) Plan among the smaller filed plans by assets
Marshall, Gerstein & Borun LLP New Employees' 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$448,215 17th percentile higher than 17% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Marshall, Gerstein & Borun LLP New Employees' 401(k) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marshall, Gerstein & Borun LLP New Employees' 401(k) Plan is a small filing (69 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Marshall, Gerstein & Borun LLP New Employees' 401(k) Plan reported net income rose from $204K in the plan year 2023 filing to $358K in the plan year 2024 filing.
- Marshall, Gerstein & Borun LLP New Employees' 401(k) Plan end-of-year assets rose from $290K in the plan year 2023 filing to $448K in the plan year 2024 filing.
- Marshall, Gerstein & Borun LLP New Employees' 401(k) Plan reported participants rose from 46 in the plan year 2023 filing to 69 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 362353598 · Marshall, Gerstein & Borun LLP PY 2024 · 401(k)
Marshall, Gerstein & Borun LLP New Employees' 401(k) Plan · $448K · 69 · 17th
- PHOTO $448K
- IND 69
- EOY 17th
- 5500 401(k)
- ASSETS near Davis Wire Pueblo Corporation 401(k) Plan for Hourly Employees
- PCT ind #2606
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 Illinois →
Marshall, Gerstein & Borun LLP New Employees' 401(k) Plan in the asset neighbourhood
Marshall, Gerstein & Borun LLP multi-year asset trail
Sponsor-wide plan assets over time
All Marshall, Gerstein & Borun LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $161M 41.21151890161793% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 211 | $114M |
| 2023 | 2 | 213 | $134M |
| 2024 | 2 | 236 | $161M |
Marshall, Gerstein & Borun LLP filing trail (2024)
| Total Assets (Beginning of Year) | $290K |
|---|---|
| Net Assets (End of Year) | $448K |
| Net Income | $358K |
| Employer EIN | 362353598 |
| Plan Effective Date | 2013-05-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Marshall, Gerstein & Borun LLP New Employees' 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Davis Wire Pueblo Corporation 401(k) Plan for Hourly Employees in CA ($448K); by covered participants it is Brinton Woods 401(k) Profit Sharing Plan in MD (69 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($448K here).
Similar participant headcount
Nearest other-state filings by covered participants (69 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.