401(k) · DOL Form 5500 · 2022

Mhr Fund Management LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
27
Participants Small participant base
56th
Percentile by assets National rank
$238,855
Avg per participant Above avg balance/head
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Official DOL plan name: Mhr Fund Management LLC 401(k) Plan · Sponsored by Mhr Fund Management LLC · New York · Finance & Insurance

$6M in assets, 27 participants

Mhr Fund Management LLC's Mhr Fund Management LLC 401(k) Plan reported $6M in total assets and 27 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,654 in Finance & Insurance (9,261 peers)

Mhr Fund Management LLC multi-year trail

Mhr Fund Management LLC's plans moved +44.5% in assets from 2022 to 2024; this filing shows Mhr Fund Management LLC 401(k) Plan at $6M / 27 participants.

#3,654
in Finance & Insurance (9,261 peers)
-8.6%
assets change YoY

The plan reported a net loss of $609K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mhr Fund Management LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Mhr Fund Management LLC 401(k) Plan vs every filed plan by assets

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

$6,449,081 Top 44% higher than 56% 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

Mhr Fund Management LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mhr Fund Management LLC 401(k) Plan is a small filing (27 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 133902251 · Mhr Fund Management LLC PY 2022 · 401(k)

Mhr Fund Management LLC 401(k) Plan · $6M · 27 · 56th

  • SCH $6M
  • SCH 27
  • SCH 56th
  • SCH 401(k)
  • SCH near Cafe Valley, Inc. 401(k) Profit Sharing Plan and Trust
  • SCH ind #3654

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 Finance & Insurance retirement plans → · Plans in New York →

Mhr Fund Management LLC 401(k) Plan in the asset neighbourhood

Mhr Fund Management LLC 401(k) PlanMhr Fund Management LLC 401(…$6MCafe Valley, Inc. 401(k) Profit Sharing Plan and TrustCafe Valley, Inc. 401(k) Pro…$6MAtlantic Casting & Engineering Corp. Non-Union Employees Profit Sharing PlanAtlantic Casting & Engineeri…$6MNational Renal Care 401(k) PlanNational Renal Care 401(k) P…$6MK.a. Bergquist, Inc. Employees 401(k) Profit Sharing PlanK.a. Bergquist, Inc. Employe…$6M
End-of-year total assets ($M) among Mhr Fund Management LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Mhr Fund Management LLC multi-year asset trail

Sponsor-wide plan assets over time

All Mhr Fund Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 44.52474701434204% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.45M $9.32M ▲ +44.5%
Year Plans Participants Total Assets
2022 1 27 $6M
2023 1 27 $8M
2024 1 26 $9M

Mhr Fund Management LLC filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$609K
Employer EIN133902251
Plan Effective Date2001-04-05
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Mhr Fund Management LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Mhr Fund Management LLC 401(k) Plan, Total assets ($B): 0.006449081 · Participants: 27Mhr Fund Management LLC 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Mhr Fund Management LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Mhr Fund Management LLC 401(k) Plan side-by-side with 3 peers →

Mhr Fund Management LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Cafe Valley, Inc. 401(k) Profit Sharing Plan and Trust in AZ ($6M); by covered participants it is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (27 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (27 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 Mhr Fund Management LLC 401(k) Plan assets move in 2022? ▼
Mhr Fund Management LLC 401(k) Plan pulled back noticeably - down 8.6% during 2022, from $7M to $6M. Reported net income was -$609K.
How have Mhr Fund Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mhr Fund Management LLC's sponsor-wide assets grew 44.5%, from $6M to $9M.
Which 401(k) plans are similar in size to Mhr Fund Management LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cafe Valley, Inc. 401(k) Profit Sharing Plan and Trust in AZ ($6M, 863 participants).
Which 401(k) plans cover a similar participant headcount to Mhr Fund Management LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (27 participants, $6M 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 133902251.

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.