Marcus 401(k) plan

The Marcus Corporation, Milwaukee, WI. EIN 39-1139844. Annual reports 2009–2025.

The Marcus Corporation has one active retirement plan on file, the The Marcus Corp 401K Retirement Savings Plan, with 5,533 participants and $125 million in assets in 2025. Principal has been its recordkeeper since 2020. No traditional pension plan appears in Marcus's filings since 2009.

Active plans: 1
Participants: 5,533
Plan assets: $125 million
401(k) recordkeeper: Principal
Plans on file: 1
Industry: Hotels and restaurants

The plan

The Marcus Corp 401K Retirement Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 002Employer EIN 39-1139844
Participants (2025): 5,533
Net assets (2025): $125 million
Recordkeeper: PrincipalEarlier: Wells Fargo (2015–2019), Fidelity (2009–2014)
Plan administrator: The Marcus Corporation
111 E Kilbourn Ave Ste 1200
Milwaukee, WI 53202
(414) 905-1280As filed for 2025
In effect since: June 1, 1989

Earlier plan names: The Marcus Corporation Pension Plus Plan & Trust; The Marcus Corp 401(k) Retirement Savings Plan.

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	5,533	$125 million	Principal
2024	5,381	$109 million	Principal
2023	5,069	$91.6 million	Principal
2022	5,111	$77.9 million	Principal
2021	4,403	$88.2 million	Principal
2020	3,900	$77.0 million	Principal
2019	6,977	$76.8 million	Wells Fargo
2018	4,738	$66.5 million	Wells Fargo
2017	5,560	$61.9 million	Wells Fargo
2016	4,690	$56.1 million	Wells Fargo
2015	4,375	$46.2 million	Wells Fargo
2014	3,126	$47.6 million	Fidelity
2013	3,089	$43.3 million	Fidelity
2012	2,968	$38.0 million	Fidelity
2011	2,983	$33.0 million	Fidelity
2010	3,482	$32.9 million	Fidelity
2009	3,441	$28.9 million	Fidelity

If you had money in one of these plans

Call Principal (principal.com), which runs the The Marcus Corp 401K Retirement Savings 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 ((414) 905-1280). That number was filed for 2025; 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

The Marcus Corp 401K Retirement Savings Plan

If you had money in one of these plans

What these numbers are

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