401(k) · DOL Form 5500 · 2024
Marshall, Gerstein & Borun LLP 401(k) Plan
Data updated 2026-08-25
- $160M
- Total assets Near avg plan size
- 167
- Participants Small participant base
- 93rd
- Percentile by assets National rank
- $958,879
- Avg per participant High balance/head
Official DOL plan name: Marshall, Gerstein & Borun LLP Salary Savings & Profit Sharing Plan · Sponsored by Marshall, Gerstein & Borun LLP · Illinois · Professional & Technical Services
$160M in assets, 167 participants
Marshall, Gerstein & Borun LLP's Marshall, Gerstein & Borun LLP Salary Savings & Profit Sharing Plan reported $160M in total assets and 167 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #19,036 in Professional & Technical Services (20,173 peers)
Coverage in Illinois
Marshall, Gerstein & Borun LLP Salary Savings & Profit Sharing Plan covers 167 participants in Illinois, about 21% of the average Illinois filer (state average ~779 per filing). Assets: $160M.
- #19,036
- in Professional & Technical Services (20,173 peers)
- +19.5%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Marshall, Gerstein & Borun LLP Salary Savings & Profit Sharing Plan's outsized position by total assets
Marshall, Gerstein & Borun LLP Salary Savings & Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$160,132,781 Top 7% higher than 93% 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 Salary Savings & 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. Marshall, Gerstein & Borun LLP Salary Savings & Profit Sharing Plan sits mid-pack in the medium band (167 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Marshall, Gerstein & Borun LLP Salary Savings & Profit Sharing Plan reported net income rose from $20M in the plan year 2023 filing to $26M in the plan year 2024 filing.
- Marshall, Gerstein & Borun LLP Salary Savings & Profit Sharing Plan end-of-year assets rose from $134M in the plan year 2023 filing to $160M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 362353598 · Marshall, Gerstein & Borun LLP PY 2024 · 401(k)
Marshall, Gerstein & Borun LLP Salary Savings & Profit Sharing Plan · $160M · 167 · 93rd
- RANK $160M
- PHOTO 167
- IND 93rd
- EOY 401(k)
- 5500 near Gigamon, Inc. 401(k) Plan
- ASSETS ind #19036
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 Salary Savings & Profit Sharing Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $134M |
|---|---|
| Net Assets (End of Year) | $160M |
| Net Income | $26M |
| Employer EIN | 362353598 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Marshall, Gerstein & Borun LLP)
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 |
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 Salary Savings & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Gigamon, Inc. 401(k) Plan in CA ($160M); 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 ($160M here).
- Gigamon, Inc. 401(k) Plan (CA) $160M · 482
- Holiday Inn Club Vacations Incorporated Retirement Plan (FL) $160M · 4,562
- Ennis Inc. 401(k) Plan (TX) $160M · 1,952
- Conning & Company (U.S.) Retirement Savings Plan (CT) $160M · 366
Similar participant headcount
Nearest other-state filings by covered participants (167 participants); asset peers above are excluded.
- Lightning Emotors, Inc. 401(k) Plan (CO) 167 · 0 off
- Capitol Services, LLC 401(k) Profit Sharing Plan (TX) 167 · 0 off
- West Coast Turf 401(k) Profit Sharing Plan (CA) 167 · 0 off
- Rps Composites Retirement Savings Plan (AL) 167 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.