401(k) ยท DOL Form 5500 ยท 2022

Marshall Industries, Inc.401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA, verify with linked source filings below.

N/A
Total assets
N/A
Participants

Sponsored by Marshall Industries, Inc. ยท Utah ยท Construction

What the 2022 filing shows

Marshall Industries, Inc.401(k) Plan holds N/A for N/A participants.

N/A
total plan assets (2022 EOY)
N/A
covered participants
$-1,127,398
reported net income

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
N/A
Participants
N/A
State
Industry
Construction

What the Filing Says About Marshall Industries, Inc.401(k) Plan

Marshall Industries, Inc.401(k) Plan is a 401(k) retirement plan sponsored by Marshall Industries, Inc., headquartered in Utah. As of the 2022 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers N/A participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 870310328, and the plan has been effective since 1999-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $6M at the beginning of 2022 to N/A at year-end. Net assets (after liabilities) closed the year at N/A, with reported net income of $-1,127,398 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$6M
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Net Income$-1,127,398
Plan Type401(k)
Employer EIN870310328
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marshall Industries, Inc.)

Year Plans Participants Total Assets
2022 2 78 N/A
2023 1 77 N/A
2024 1 66 N/A

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Frequently Asked Questions

How much money is in the Marshall Industries, Inc.401(k) Plan?
As of the 2022 Form 5500 filing, Marshall Industries, Inc.401(k) Plan holds N/A in total assets with N/A participants. It is sponsored by Marshall Industries, Inc..
What type of plan is Marshall Industries, Inc.401(k) Plan?
Marshall Industries, Inc.401(k) Plan is a 401(k) plan. It has been effective since 1999-01-01. The plan is filed with the U.S. Department of Labor under EIN 870310328.
Who sponsors the Marshall Industries, Inc.401(k) Plan?
Marshall Industries, Inc.401(k) Plan is sponsored by Marshall Industries, Inc., located in Utah. The sponsor's EIN is 870310328 and the plan operates in the Construction industry.
How did Marshall Industries, Inc.401(k) Plan perform in 2022?
Marshall Industries, Inc.401(k) Plan held N/A in total assets at the end of 2022. Net income was $-1,127,398.
Where can I find official filings for Marshall Industries, Inc.401(k) Plan?
Official Form 5500 filings for Marshall Industries, Inc.401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 870310328 or plan name at efast.dol.gov.
How does Marshall Industries, Inc.401(k) Plan compare to other plans?
You can compare Marshall Industries, Inc.401(k) Plan against other 401(k) plans on the plan type page, or view plans in Utah on the state page. PlainRetire tracks all 402,674 ERISA-covered retirement plans in the U.S. that filed a Form 5500 for the 2023 plan year.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 870310328.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.