401(k) · DOL Form 5500 · 2022

Mbi, Inc. 401(k) Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
386
Participants Below avg headcount
88th
Percentile by assets National rank
$133,214
Avg per participant Near avg balance/head
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Official DOL plan name: Mbi, Inc 401(k) Plan · Sponsored by Mbi, Inc. · Connecticut · Retail Trade

$51M in assets, 386 participants

Mbi, Inc.'s Mbi, Inc 401(k) Plan reported $51M in total assets and 386 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #8,912 in Retail Trade (9,519 peers)

Where Mbi, Inc 401(k) Plan sits by assets

Mbi, Inc 401(k) Plan sits in the top quartile of all filed plans by assets, $51M for 386 participants (~$133,214/participant), down 13.2% in 2022.

#8,912
in Retail Trade (9,519 peers)
-13.2%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mbi, Inc 401(k) Plan's outsized position by total assets

Mbi, Inc 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$51,420,750 Top 12% higher than 88% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Mbi, Inc 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. Mbi, Inc 401(k) Plan sits mid-pack in the medium band (386 participants).

DOL schedule card

Filing strip 060902721 · Mbi, Inc. PY 2022 · 401(k)

Mbi, Inc 401(k) Plan · $51M · 386 · 88th

  • ASSETS $51M
  • ASSETS 386
  • ASSETS 88th
  • ASSETS 401(k)
  • ASSETS near R.B. Pamplin Corporation and Subsidiaries Savings Plan and Trust
  • ASSETS ind #8912

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 Retail Trade retirement plans → · Plans in Connecticut →

Mbi, Inc 401(k) Plan in the asset neighbourhood

Paragon Health, P.C. Profit Sharing 401(k) PlanParagon Health, P.C. Profit …$51MGeneral Rv 401(k) Plan & TrustGeneral Rv 401(k) Plan & Tru…$51MMbi, Inc 401(k) Plan$51MR.B. Pamplin Corporation and Subsidiaries Savings Plan and TrustR.B. Pamplin Corporation and…$51MThe First National Bank of Long Island 401(k) PlanThe First National Bank of L…$51M
End-of-year total assets ($M) among Mbi, Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$51M
Net Income-$8M
Employer EIN060902721
Plan Effective Date1992-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mbi, Inc.)

Sponsor-wide plan assets over time

All Mbi, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$175M 23.210167910566604% vs 2022
2024 filing year
$130M$140M$150M$160M$170M$180M 202220232024 $142M $175M ▲ +23.2%
Year Plans Participants Total Assets
2022 2 713 $142M
2023 2 710 $171M
2024 2 673 $175M

Nearby 401(k) Plans in Connecticut

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Mbi, Inc 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Mbi, Inc 401(k) Plan, Total assets ($B): 0.05142075 · Participants: 386Mbi, Inc 401(k) PlanUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Mbi, Inc 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Mbi, Inc 401(k) Plan side-by-side with 3 peers →

Mbi, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is R.B. Pamplin Corporation and Subsidiaries Savings Plan and Trust in OR ($51M); by covered participants it is Carl Black Chevrolet Buick Gmc Inc. 401(k) Plan in GA (386 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (386 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mbi, Inc 401(k) Plan assets move in 2022? ▼
Mbi, Inc 401(k) Plan pulled back noticeably - down 13.2% during 2022, from $59M to $51M. Reported net income was -$8M.
How have Mbi, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mbi, Inc.'s sponsor-wide assets grew 23.2%, from $142M to $175M.
Where does Mbi, Inc 401(k) Plan rank by assets among Form 5500 filers? ▼
Mbi, Inc 401(k) Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Mbi, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is R.B. Pamplin Corporation and Subsidiaries Savings Plan and Trust in OR ($51M, 1,359 participants).
Which 401(k) plans cover a similar participant headcount to Mbi, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carl Black Chevrolet Buick Gmc Inc. 401(k) Plan in GA (386 participants, $11M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 060902721.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.