401(k) · DOL Form 5500 · 2024

Marcum Advisory Group, LLC 401(k) Plan

Data updated 2026-08-25

N/A
Total assets —: 3,388
Participants Above avg headcount

Official DOL plan name: Marcum Advisory Group, LLC 401(k) Plan · Sponsored by Marcum Advisory Group, LLC · New York · Professional & Technical Services

N/A in assets, 3,388 participants

Marcum Advisory Group, LLC's Marcum Advisory Group, LLC 401(k) Plan reported N/A in total assets and 3,388 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

Coverage in New York

Marcum Advisory Group, LLC 401(k) Plan covers 3,388 participants in New York, 4.2x the typical New York plan (state average ~798 per filing). Assets: N/A.

-$36M
reported net income

The plan reported a net loss of $36M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Marcum Advisory Group, LLC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marcum Advisory Group, LLC 401(k) Plan lands in the large band (3,388 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Published 5500 schedule card

Filing strip 881478669 · Marcum Advisory Group, LLC PY 2024 · 401(k)

Marcum Advisory Group, LLC 401(k) Plan · N/A · 3,388

5500 N/A
ASSETS 3,388
PCT PY 2024
EIN 401(k)
RANK near Springstone 401(k) Plan
PHOTO 4.2× state

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 New York →

New York filing particulars

Total Assets (Beginning of Year)	$620M
Net Assets (End of Year)	N/A
Net Income	-$36M
Employer EIN	881478669
Plan Effective Date	1991-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in New York

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

Marcum Advisory Group, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

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

Compare Marcum Advisory Group, LLC 401(k) Plan side-by-side with 3 peers →

Marcum Advisory Group, LLC 401(k) Plan's closest out-of-state 401(k) peers by headcount

Outside New York, the nearest 401(k) by covered participants is Springstone 401(k) Plan in KY (3,388 participants; this filing: 3,388 participants).

Similar participant headcount

Nearest other-state filings by covered participants (3,388 participants); asset peers above are excluded.

Springstone 401(k) Plan (KY) 3,388 · 0 off
Amway Retirement Savings Plan (MI) 3,387 · 1 off
The Leslie's Poolmart, Inc. 401(k) Savings Plan (AZ) 3,386 · 2 off
Retirement Savings Plan of O. K. Foods, Inc. (AR) 3,390 · 2 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

Which 401(k) plans cover a similar participant headcount to Marcum Advisory Group, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Springstone 401(k) Plan in KY (3,388 participants, N/A 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 881478669.