Marcum 401(k) plan

Marcum LLP, Melville, NY. EIN 11-1986323. Annual reports 2009–2023. Also filed as Marcum, LLP.

Marcum LLP has one active retirement plan on file, the Marcum LLP 401(k) Plan, with 5,389 participants and $558 million in assets in 2023. Vanguard has been its recordkeeper since 2021. No traditional pension plan appears in Marcum's filings since 2009.

Active plans: 1
Participants: 5,389
Plan assets: $558 million
401(k) recordkeeper: Vanguard
Plans on file: 1
Industry: Professional services

The plan

Marcum LLP 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2023 plan year.

Plan number: 006Employer EIN 11-1986323
Participants (2023): 5,389
Net assets (2023): $558 million
Recordkeeper: VanguardEarlier: John Hancock (2009–2020)
Plan administrator: Marcum LLP
10 Melville Park Road
Melville, NY 11747
(631) 414-4000As filed for 2023
In effect since: January 1, 1991

Earlier plan names: Marcum LLP 401K Plan.

Year by year, 2009 to 2023

Plan year	Participants	Net assets	Recordkeeper
2023	5,389	$558 million	Vanguard
2022	4,923	$435 million	Vanguard
2021	3,343	$391 million	Vanguard
2020	3,305	$333 million	John Hancock
2019	2,873	$263 million	John Hancock
2018	2,251	$176 million	John Hancock
2017	2,071	$179 million	John Hancock
2016	2,018	$147 million	John Hancock
2015	1,871	$118 million	John Hancock
2014	1,513	$102 million	John Hancock
2013	1,352	$85.4 million	John Hancock
2012	1,123	$59.5 million	John Hancock
2011	1,106	$50.3 million	John Hancock
2010	1,051	$44.8 million	John Hancock
2009	535	$24.4 million	John Hancock

Plans that moved to another employer

Plan	Now sponsored by	Since
Bullhorn, Inc. 401(k) Profit Sharing Plan and Trust	Bullhorn, Inc.	2010

These plans once filed under Marcum's tax ID and are now filed by another employer, usually after a sale or spin-off. Accounts moved with them.

If you had money in one of these plans

Call Vanguard (investor.vanguard.com), which runs the Marcum LLP 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((631) 414-4000). That number was filed for 2023; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Marcum LLP 401(k) Plan

Plans that moved to another employer

If you had money in one of these plans

What these numbers are

Other professional services employers in NY