401(k) · DOL Form 5500 · 2024
Marshall Wace North America, LP 401(k) Plan
Data updated 2026-08-25
- $56M
- Total assets Below avg plan size
- 163
- Participants Small participant base
- 85th
- Percentile by assets National rank
- $343,417
- Avg per participant High balance/head
Official DOL plan name: Marshall Wace North America LP 401(k) Profit Sharing & Trust · Sponsored by Marshall Wace North America, LP · New York · Finance & Insurance
$56M in assets, 163 participants
Marshall Wace North America, LP's Marshall Wace North America LP 401(k) Profit Sharing & Trust reported $56M in total assets and 163 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- #6,604 in Finance & Insurance (8,549 peers)
Coverage in New York
Marshall Wace North America LP 401(k) Profit Sharing & Trust covers 163 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $56M.
- #6,604
- in Finance & Insurance (8,549 peers)
- +35.5%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Marshall Wace North America LP 401(k) Profit Sharing & Trust's outsized position by total assets
Marshall Wace North America LP 401(k) Profit Sharing & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$55,976,967 Top 15% higher than 85% 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 Wace North America LP 401(k) Profit Sharing & Trust 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 Wace North America LP 401(k) Profit Sharing & Trust sits mid-pack in the medium band (163 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Marshall Wace North America LP 401(k) Profit Sharing & Trust reported participants rose from 114 in the plan year 2023 filing to 163 in the plan year 2024 filing.
- Marshall Wace North America LP 401(k) Profit Sharing & Trust end-of-year assets rose from $41M in the plan year 2023 filing to $56M in the plan year 2024 filing.
- Marshall Wace North America LP 401(k) Profit Sharing & Trust reported net income rose from $12M in the plan year 2023 filing to $15M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 470943020 · Marshall Wace North America, LP PY 2024 · 401(k)
Marshall Wace North America LP 401(k) Profit Sharing & Trust · $56M · 163 · 85th
- EIN $56M
- EIN 163
- EIN 85th
- EIN 401(k)
- EIN near Thai Summit America Corporation Profit Sharing & 401(k) Plan
- EIN ind #6604
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 Finance & Insurance retirement plans → · Plans in New York →
Marshall Wace North America LP 401(k) Profit Sharing & Trust in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $41M |
|---|---|
| Net Assets (End of Year) | $56M |
| Net Income | $15M |
| Employer EIN | 470943020 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Marshall Wace North America, LP)
Sponsor-wide plan assets over time
All Marshall Wace North America, LP plans reported in each filing year
- Latest sponsor-wide plan assets
- $56M 91.38559842780418% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 98 | $29M |
| 2023 | 1 | 114 | $41M |
| 2024 | 1 | 163 | $56M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Marshall Wace North America LP 401(k) Profit Sharing & Trust's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Thai Summit America Corporation Profit Sharing & 401(k) Plan in MI ($56M); by covered participants it is Kessler's, Inc. 401(k) Retirement Plan in SD (163 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($56M here).
Similar participant headcount
Nearest other-state filings by covered participants (163 participants); asset peers above are excluded.
- Kessler's, Inc. 401(k) Retirement Plan (SD) 163 · 0 off
- Rfi Enterprises Savings and Retirement Plan (CA) 163 · 0 off
- The Arthur Companies, Inc. 401(k) Profit Sharing Plan (ND) 163 · 0 off
- Insite Capital LLC 401(k) Profit Sharing Plan (FL) 163 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.