Employer · plans filed under one EIN
Board of Trustees of Marble
New York, NY · Construction
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
Board of Trustees of Marble, based in New York, New York, sponsors 2 retirement plans with 100 or more participants: 1 defined contribution and 1 defined benefit. Together they reported 1,437 participant records and $187M in net assets.
The largest is Marble Industry Pension Trust Fund, a defined benefit pension plan with 864 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $5.7M and participant contributions $0 in the latest plan years; benefits paid were $14.6M. Schedule C compensation reported to service provider organisations totalled $995K.
Combined net assets moved from $82.3M in 2009 to $187M in 2024 (up 127%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Marble Industry Pension Trust Fund | defined benefit pension plan | 2024 | 864 | $98.7M | $114,278 | $7,896 | $510K |
| Marble Industry Annuity Trust Fund | money purchase plan | 2024 | 573 | $87.9M | $153,404 | $10,180 | $485K |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 2 | 1,437 | $187M | $5.7M | $0 |
| 2023 | 2 | 1,468 | $177M | $5.9M | $0 |
| 2022 | 2 | 1,516 | $169M | $6.9M | $0 |
| 2021 | 2 | 1,543 | $197M | $9.0M | $0 |
| 2020 | 2 | 1,496 | $177M | $9.4M | $0 |
| 2019 | 2 | 1,603 | $165M | $14.1M | $0 |
| 2018 | 2 | 1,614 | $139M | $11.9M | $0 |
| 2017 | 2 | 1,577 | $135M | $9.2M | $0 |
| 2016 | 2 | 1,497 | $123M | $9.0M | $0 |
| 2015 | 2 | 1,377 | $114M | $8.1M | $0 |
| 2014 | 2 | 1,403 | $111M | $8.7M | $0 |
| 2013 | 2 | 1,340 | $100M | $6.7M | $0 |
| 2012 | 2 | 1,239 | $89.1M | $4.6M | $0 |
| 2011 | 2 | 1,235 | $84.7M | $3.8M | $0 |
| 2010 | 2 | 1,241 | $85.3M | $3.6M | $0 |
| 2009 | 2 | 1,344 | $82.3M | $5.2M | $0 |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Ullico Investment Advisors Inc. | Investment management | 2 | $128,422 |
| Daniel H. Cook Associates, Inc. | Contract Administrator; Plan Administrator; Recordkeeping and information management | 2 | $98,976 |
| Marble Industry Trust Fund | Recordkeeping and information management | 2 | $92,101 |
| Invesco National Trust Company | Investment management | 1 | $74,983 |
| Quan-Vest Consultants Inc. | Investment advisory (plan) | 2 | $67,500 |
| Stacey Braun Associates, Inc. | Investment management | 1 | $63,220 |
| Intercontinental Real Estate Corp. | Investment management | 2 | $58,532 |
| Gould Kobrick and Schlapp P.C. | Accounting (including auditing) | 2 | $54,331 |
| JP Morgan Investment Management Inc. | Investment management; Investment advisory (plan) | 1 | $45,605 |
| Boyd Watterson Asset Management LLC | Investment management | 2 | $45,379 |
| Principal Life Insurance Company | Investment management; Investment advisory (plan) | 1 | $40,306 |
| JP Morgan | Investment management; Investment advisory (plan); Trustee (discretionary) | 1 | $39,388 |
| Segal Company | Consulting (pension); Actuarial | 1 | $38,998 |
| New Tower Trust Company | Investment management | 1 | $36,492 |
| Asb Capital Management | Investment management | 1 | $28,539 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Board of Trustees of Marble have?
2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Marble Industry Pension Trust Fund and Marble Industry Annuity Trust Fund. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Board of Trustees of Marble contribute to its plans?
$5,667,020 in employer contributions across these plans in their latest plan years, about $8,896 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Ullico Investment Advisors Inc., Daniel H. Cook Associates, Inc., Marble Industry Trust Fund and Invesco National Trust Company and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.