401(k) · DOL Form 5500 · 2024

Marcus Thomas, LLC 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
175
Participants Small participant base
77th
Percentile by assets National rank
$172,916
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Marcus Thomas, LLC. Tax-Deferred Savings Plan · Sponsored by Marcus Thomas, LLC · Ohio · Professional & Technical Services

$30M in assets, 175 participants

Marcus Thomas, LLC's Marcus Thomas, LLC. Tax-Deferred Savings Plan reported $30M in total assets and 175 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #15,621 in Professional & Technical Services (20,173 peers)

Coverage in Ohio

Marcus Thomas, LLC. Tax-Deferred Savings Plan covers 175 participants in Ohio, about 23% of the average Ohio filer (state average ~765 per filing). Assets: $30M.

#15,621
in Professional & Technical Services (20,173 peers)
+1.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Marcus Thomas, LLC. Tax-Deferred Savings Plan's outsized position by total assets

Marcus Thomas, LLC. Tax-Deferred Savings Plan vs every filed plan by assets

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

$30,260,366 Top 23% higher than 77% 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

Marcus Thomas, LLC. Tax-Deferred Savings 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. Marcus Thomas, LLC. Tax-Deferred Savings Plan sits mid-pack in the medium band (175 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Marcus Thomas, LLC. Tax-Deferred Savings Plan reported net income fell from $5M in the plan year 2023 filing to $325K in the plan year 2024 filing.
  • Marcus Thomas, LLC. Tax-Deferred Savings Plan reported participants fell from 201 in the plan year 2023 filing to 175 in the plan year 2024 filing.
  • Marcus Thomas, LLC. Tax-Deferred Savings Plan end-of-year assets rose from $30M in the plan year 2023 filing to $30M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 341535100 · Marcus Thomas, LLC PY 2024 · 401(k)

Marcus Thomas, LLC. Tax-Deferred Savings Plan · $30M · 175 · 77th

  • ASSETS $30M
  • ASSETS 175
  • ASSETS 77th
  • ASSETS 401(k)
  • ASSETS near Gersh Agency 401(k) Plan
  • ASSETS ind #15621

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 Ohio →

Marcus Thomas, LLC. Tax-Deferred Savings Plan in the asset neighbourhood

Marcus Thomas, LLC. Tax-Deferred Savings PlanMarcus Thomas, LLC. Tax-Defe…$30MGersh Agency 401(k) Plan$30MShrieve Chemical Company, LLC 401(k) Profit Sharing PlanShrieve Chemical Company, LL…$30MPerma-Fix Environmental Services, Inc. 401(k) PlanPerma-Fix Environmental Serv…$30MAbec, Inc. 401(k) Long Term Salary Savings PlanAbec, Inc. 401(k) Long Term …$30M
End-of-year total assets ($M) among Marcus Thomas, LLC. Tax-Deferred Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$30M
Net Income$325K
Employer EIN341535100
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marcus Thomas, LLC)

Sponsor-wide plan assets over time

All Marcus Thomas, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$30M 21.27127306245335% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $25M $30.3M ▲ +21.3%
Year Plans Participants Total Assets
2022 1 182 $25M
2023 1 201 $30M
2024 1 175 $30M

Nearby 401(k) Plans in Ohio

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

Marcus Thomas, LLC. Tax-Deferred Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Marcus Thomas, LLC. Tax-Deferred Savings Plan, Total assets ($B): 0.030260366 · Participants: 175Marcus Thomas, LLC. Tax-Deferred Savings PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Marcus Thomas, LLC. Tax-Deferred Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Marcus Thomas, LLC. Tax-Deferred Savings Plan side-by-side with 3 peers →

Marcus Thomas, LLC. Tax-Deferred Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Gersh Agency 401(k) Plan in CA ($30M); by covered participants it is The Amadas Group, Inc. Savings Plan in VA (175 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (175 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 Marcus Thomas, LLC. Tax-Deferred Savings Plan assets move in 2024? ▼
Marcus Thomas, LLC. Tax-Deferred Savings Plan edged up modestly - up 1.1% during 2024, from $30M to $30M. Reported net income was $325K.
How have Marcus Thomas, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marcus Thomas, LLC's sponsor-wide assets grew 21.3%, from $25M to $30M.
Where does Marcus Thomas, LLC. Tax-Deferred Savings Plan rank by assets among Form 5500 filers? ▼
Marcus Thomas, LLC. Tax-Deferred Savings Plan ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Marcus Thomas, LLC. Tax-Deferred Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gersh Agency 401(k) Plan in CA ($30M, 228 participants).
Which 401(k) plans cover a similar participant headcount to Marcus Thomas, LLC. Tax-Deferred Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Amadas Group, Inc. Savings Plan in VA (175 participants, $27M 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 341535100.

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.