Marcus & Millichap Company — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Marcus & Millichap Company (EIN 77-0161557) is a plan sponsor located in Palo Alto, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
77-0161557
Location
Palo Alto, CA
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Marcus & Millichap Company

  • 1 loaded plans hold $64M in reported assets.
  • The largest, Marcus & Millichap Company 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 374 reported participants.
  • 1 of 1 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$64MSummed across loaded plans$63,964,460
Total reported assets$64M$63,964,460
Total reported participants374
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$64M total assets
Net assets$64MLiabilities$0
Contributions & income
Employer contributions$909.3K
Participant contributions$3.2M
Total income / additions$15.6M
Expenses & distributions
Benefits paid / distributions$1.7M
Total expenses$1.7M
Net increase / (decrease)$13.9M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Marcus & Millichap Company 401(K) Plan
Participants per plan374Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 374 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Marcus & Millichap Company. Open one for its full reported snapshot.

  1. 2023
    Marcus & Millichap Company 401(K) Plan374 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Marcus & Millichap Company report on Form 5500?
Marcus & Millichap Company (EIN 77-0161557) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Marcus & Millichap Company?
The Employer Identification Number (EIN) reported for Marcus & Millichap Company is 77-0161557.
What is the latest Form 5500 filing year for Marcus & Millichap Company?
The latest loaded Form 5500 filing year for Marcus & Millichap Company is 2023.

Related Form 5500 pages