Retirement plan

MARSHALL & WINSTON, INC. PROFIT SHARING PLAN

Name: MARSHALL & WINSTON, INC. - MARSHALL & WINSTON, INC. PROFIT SHARING PLAN (2025) Form 5500
Creator: MARSHALL & WINSTON, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MARSHALL & WINSTON, INC. PROFIT SHARING PLAN, MARSHALL & WINSTON, INC.

MARSHALL & WINSTON, INC.EIN 95-0976450Plan #001PY 2025

P.O. BOX 50880 - MIDLAND, TX 797100880432-684-6373LinkedIn11-50 employeesoil & energy

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$32M

+12.0% from 2024

Total participants

-5.9% from 2024

Average account balance

$1,998,100

+19.0% from 2024

Annual return

18.47%

+1.04 pp from 2024

Benchmarks

See 344 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants<25

Cohort344 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$31.97M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$2.0M

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

114.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$680K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$49K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+18.47%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$161180

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$2.6M

$184205 / participant

Other / not subdivided$3M100.0%

% of EOY assets

8.067%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$1,998,100

$407,956+389.8%

$299,830+566.4%

$198,609+906.0%

Participation rate

100.0%

83.3%+16.7pp

78.5%+21.5pp

82.4%+17.6pp

Annual return

18.47%

6.66%+11.8pp

10.58%+7.9pp

202.70%-184.2pp

Employer contribution / active EE

$35,943

$7,661+369.2%

$5,842+515.3%

$5,055+611.0%

Participant deferral / active EE

$12,618

$8,628+46.3%

$7,038+79.3%

$6,977+80.9%

Admin fee / account holder

$161,180

$73,031+120.7%

$50,982+216.1%

$19,030+747.0%

MARSHALL & WINSTON, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MARSHALL & WINSTON, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion