401(k) · DOL Form 5500 · 2022
Marbridge Foundation, Inc. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 262
- Participants Below avg headcount
- 46th
- Percentile by assets National rank
- $15,496
- Avg per participant Low balance/head
Official DOL plan name: Marbridge Foundation 401(k) Plan · Sponsored by Marbridge Foundation, Inc. · Texas · Healthcare & Social Assistance
$4M in assets, 262 participants
Marbridge Foundation, Inc.'s Marbridge Foundation 401(k) Plan reported $4M in total assets and 262 participants in its 2022 DOL Form 5500 filing, ranking in the 46th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #10,308 in Healthcare & Social Assistance (20,060 peers)
Coverage in Texas
Marbridge Foundation 401(k) Plan covers 262 participants in Texas, about 38% of the average Texas filer (state average ~688 per filing). Assets: $4M.
- #10,308
- in Healthcare & Social Assistance (20,060 peers)
- -3.3%
- assets change YoY
The plan reported a net loss of $138K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Marbridge Foundation 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Marbridge Foundation 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,060,072 46th percentile higher than 46% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Marbridge Foundation 401(k) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marbridge Foundation 401(k) Plan sits mid-pack in the medium band (262 participants).
DOL schedule card
Filing strip 741183095 · Marbridge Foundation, Inc. PY 2022 · 401(k)
Marbridge Foundation 401(k) Plan · $4M · 262 · 46th
- BOOK $4M
- VS-ST 262
- BOY 46th
- SCH 401(k)
- EBSA near Connemara Converting 401(k) Plan
- PART ind #10308
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Texas →
Marbridge Foundation 401(k) Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$138K |
| Employer EIN | 741183095 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Marbridge Foundation, Inc.)
Sponsor-wide plan assets over time
All Marbridge Foundation, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 36.0326368596419% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 262 | $4M |
| 2023 | 1 | 266 | $5M |
| 2024 | 1 | 227 | $6M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Marbridge Foundation 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Connemara Converting 401(k) Plan in IL ($4M); by covered participants it is Cumberland Truck Equipment Co. Salary Deferral Plan in PA (262 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Connemara Converting 401(k) Plan (IL) $4M · 110
- Williams Chevrolet, Inc. 401(k) Plan and Trust (MI) $4M · 100
- Particle Industries 401(k) Plan (CA) $4M · 108
- Quaint Oak Bank 401(k) Plan (PA) $4M · 112
Similar participant headcount
Nearest other-state filings by covered participants (262 participants); asset peers above are excluded.
- Cumberland Truck Equipment Co. Salary Deferral Plan (PA) 262 · 0 off
- Cl & D Graphics, Inc. Profit Sharing 401 (K) Plan (WI) 262 · 0 off
- Belting Company of Cincinnati, Inc. Retirement Savings Plan (OH) 262 · 0 off
- Britz, Inc. 401(k) Plan (CA) 262 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.