How many plans does Marshall & Moss Payroll Compliance serve?

Marshall & Moss Payroll Compliance serves 26 retirement plans with $10.2B in plan assets and 163,787 participants, based on the latest Form 5500 filings through 2024.

What does Marshall & Moss Payroll Compliance charge?

Plans reported $1.9M in total Schedule C compensation paid to Marshall & Moss Payroll Compliance. The median plan paid $62K. Fees vary with plan size and the services each plan buys.

Filings through Oct 24, 2026.

Marshall & Moss Payroll Compliance

Matched across 20 name variants in the filings

Marshall & Moss Payroll Compliance summary

Marshall & Moss Payroll Compliance appears on 26 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $10.2B in assets for 163,787 participants. The median client plan holds $120M. Most client plans are sponsored in NY, MD and NJ. The largest clients by plan assets are Intl Painters & Allied Trades Ind. Pension Fund- Board of Trustees, Board of Trustees of the Painting Industry Annuity Fund and BD of Trustees IUOE Local 30 Annuity Fund. Plans reported $1.9M in direct and indirect compensation paid to Marshall & Moss Payroll Compliance. The median is $62K per plan.

Participants: 163,787
Median plan assets: $120M
Median plan participants: 2,060
Median fees per plan: $62K; Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

Sponsor	State	Assets	Participants
Intl Painters & Allied Trades Ind. Pension Fund- Board of Trustees	MD	$5.2B	94,321
Board of Trustees of the Painting Industry Annuity Fund	NY	$965M	8,541
BD of Trustees IUOE Local 30 Annuity Fund	NY	$614M	5,154
Board of Trustees of Metal Lathers Local 46 Pension Fund	NY	$584M	2,398
BD of Trustees IUOE Local 30 Pension Fund	NY	$406M	5,116
Joint Board of Trustees of Local 153 Pension Fund	NY	$349M	10,206
Board of Trustees of Metal Lathers Local 46 Annuity Fund	NY	$345M	1,972
Board of Trustees the Legal Aid Society Staff Attorneys Pen. Plan	NY	$284M	2,147
United Union of Roofers Local 8 Annuity Fund	NY	$207M	3,449
Board of Trustees Drywall Pension Fund	NY	$194M	1,292
United Union of Roofers - Local 8 Pension Fund - Board of Trustees	NY	$136M	1,802
Board of Trustees of the Usmx-Ila Money Purchase Fund and Savings Plan	NJ	$130M	6,485
Board of Trustees of the Opeiu National Retirement Savings Plan	NY	$130M	3,185
Board of Trustees Laborers Local 235 Pension Fund	NY	$111M	1,274
Pressmens Publishers Pension Fund Board of Trustees	NY	$97.1M	795
Board of Trustees Drywall Tapers Annuity Fund	NY	$83.9M	1,431
Board of Trustees Local 8A-28A 401(k)	NY	$69.3M	986
Laborers Local 235 Annuity Fund	NY	$61.0M	2,238
Board of Trustees-Boilermakers Local Lodge No. 5 Annuity Fund	NY	$57.7M	1,183
Board of Trustees Local 812 Annuity Fund	NY	$50.0M	2,692
Board of Trustees Local 154 Annuity Fund	NY	$41.3M	608
Board of Trustees Local 154 Pension Fund	NY	$35.3M	356
Board of Trustees of the Paper Handlers'-Publishers'	NY	$23.5M	196
Board of Trustees of Local 298 Annuity Fund	NY	$20.3M	5,255
Trustees Stereotypers Publishers Pension Fund	NY	$7.0M	48

Intl Painters & Allied Trades Ind. Pension Fund- Board of Trustees$5.2B
MDParticipants 94,321
Board of Trustees of the Painting Industry Annuity Fund$965M
NYParticipants 8,541
BD of Trustees IUOE Local 30 Annuity Fund$614M
NYParticipants 5,154
Board of Trustees of Metal Lathers Local 46 Pension Fund$584M
NYParticipants 2,398
BD of Trustees IUOE Local 30 Pension Fund$406M
NYParticipants 5,116
Joint Board of Trustees of Local 153 Pension Fund$349M
NYParticipants 10,206
Board of Trustees of Metal Lathers Local 46 Annuity Fund$345M
NYParticipants 1,972
Board of Trustees the Legal Aid Society Staff Attorneys Pen. Plan$284M
NYParticipants 2,147
United Union of Roofers Local 8 Annuity Fund$207M
NYParticipants 3,449
Board of Trustees Drywall Pension Fund$194M
NYParticipants 1,292
United Union of Roofers - Local 8 Pension Fund - Board of Trustees$136M
NYParticipants 1,802
Board of Trustees of the Usmx-Ila Money Purchase Fund and Savings Plan$130M
NJParticipants 6,485
Board of Trustees of the Opeiu National Retirement Savings Plan$130M
NYParticipants 3,185
Board of Trustees Laborers Local 235 Pension Fund$111M
NYParticipants 1,274
Pressmens Publishers Pension Fund Board of Trustees$97.1M
NYParticipants 795
Board of Trustees Drywall Tapers Annuity Fund$83.9M
NYParticipants 1,431
Board of Trustees Local 8A-28A 401(k)$69.3M
NYParticipants 986
Laborers Local 235 Annuity Fund$61.0M
NYParticipants 2,238
Board of Trustees-Boilermakers Local Lodge No. 5 Annuity Fund$57.7M
NYParticipants 1,183
Board of Trustees Local 812 Annuity Fund$50.0M
NYParticipants 2,692
Board of Trustees Local 154 Annuity Fund$41.3M
NYParticipants 608
Board of Trustees Local 154 Pension Fund$35.3M
NYParticipants 356
Board of Trustees of the Paper Handlers'-Publishers'$23.5M
NYParticipants 196
Board of Trustees of Local 298 Annuity Fund$20.3M
NYParticipants 5,255
Trustees Stereotypers Publishers Pension Fund$7.0M
NYParticipants 48

Top client states

NY24 plans
MD1 plan
NJ1 plan

Frequently asked questions

Who uses Marshall & Moss Payroll Compliance?: 26 retirement plans list Marshall & Moss Payroll Compliance as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Intl Painters & Allied Trades Ind. Pension Fund- Board of Trustees, Board of Trustees of the Painting Industry Annuity Fund, BD of Trustees IUOE Local 30 Annuity Fund, Board of Trustees of Metal Lathers Local 46 Pension Fund and BD of Trustees IUOE Local 30 Pension Fund. Most client plans are sponsored in NY, MD and NJ.
How many plans does Marshall & Moss Payroll Compliance serve?: Marshall & Moss Payroll Compliance serves 26 retirement plans with $10.2B in plan assets and 163,787 participants, based on the latest Form 5500 filings through 2024.
What does Marshall & Moss Payroll Compliance charge?: Plans reported $1.9M in total Schedule C compensation paid to Marshall & Moss Payroll Compliance. The median plan paid $62K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served26+7 YoYRank #697 of mapped providers

Assets under administration$10.2B0.0%Rank #1384 by share of filed assets

Fees received$2MMedian $62,411/planSum across Schedule C direct + indirect

Net wins YoY+44 won - 0 lostPlan-level switch detection

Plans served · 5-year trajectory

Plan count by year, with the share of all plans.

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Customer-base shape

Participant bands, asset bands, top states and top industries.

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Top plans by assets

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Fund lineups on plans this firm keeps

Search these plans

Large plans that name Marshall & Moss Payroll Compliance as recordkeeper and list their funds in their filing.

Plans

$11.8M in funds

In collective trusts

average plan

In Marshall & Moss Payroll Compliance funds

average plan

In index funds

average plan

Top managers in these lineups

Manager	Plans
JPMorgan	1
Federated Hermes	1
Fidelity (FMR)	1

Target-date series

None.

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.