Other · DOL Form 5500 · 2024
The Marshall School Retirement Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 93
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $124,952
- Avg per participant Near avg balance/head
Official DOL plan name: The Marshall School DC Plan · Sponsored by The Marshall School · Minnesota · Educational Services
$12M in assets, 93 participants
The Marshall School's The Marshall School DC Plan reported $12M in total assets and 93 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.
- #1,527 in Educational Services (3,638 peers)
The Marshall School multi-year trail
The Marshall School's plans moved +26.9% in assets from 2022 to 2024; this filing shows The Marshall School DC Plan at $12M / 93 participants.
- #1,527
- in Educational Services (3,638 peers)
- +8.6%
- assets growth YoY
The Marshall School DC Plan's mid-pack asset rank among Educational Services and all filers
The Marshall School DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,620,520 Top 41% higher than 59% 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
The Marshall School DC 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. The Marshall School DC Plan is a small filing (93 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Marshall School DC Plan reported net income fell from $2M in the plan year 2023 filing to $924K in the plan year 2024 filing.
- The Marshall School DC Plan reported participants rose from 80 in the plan year 2023 filing to 93 in the plan year 2024 filing.
- The Marshall School DC Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 410765672 · The Marshall School PY 2024 · Other
The Marshall School DC Plan · $12M · 93 · 59th
- NET $12M
- NET 93
- NET 59th
- NET Other
- NET near North Carolina Symphony Society DC Plan
- NET ind #1527
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 Educational Services retirement plans → · Plans in Minnesota →
The Marshall School DC Plan in the asset neighbourhood
The Marshall School multi-year asset trail
Sponsor-wide plan assets over time
All The Marshall School plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 26.884039946811544% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 78 | $9M |
| 2023 | 1 | 80 | $11M |
| 2024 | 1 | 93 | $12M |
The Marshall School filing trail (2024)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $924K |
| Employer EIN | 410765672 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Minnesota
Peer Other plans, same state, same plan type, ranked by total assets.
- Mayo 403(b) Plan $12.8B · 85,933
- Childrens Hospitals and Clinics Matched Savings Plan $938M · 5,750
- Centracare Health System 403(b) Plan $867M · 8,227
- Carpenters & Joiners Defined Contribution Plan $811M · 22,289
- University of St. Thomas Retirement Plan $460M · 2,357
The Marshall School DC Plan's out-of-state Other peers by assets and headcount
Outside Minnesota, the nearest Other by assets is North Carolina Symphony Society DC Plan in NC ($12M); by covered participants it is Threshold Residential Services, Inc. 403 (B) Pension Plan in OH (93 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (93 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.