Other · DOL Form 5500 · 2022

Marshall B. Ketchum University Retirement Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
238
Participants Below avg headcount
75th
Percentile by assets National rank
$73,311
Avg per participant Below avg balance/head
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Official DOL plan name: Mbku 403(b) Voluntary Retirement Plan · Sponsored by Marshall B. Ketchum University · California · Educational Services

$17M in assets, 238 participants

Marshall B. Ketchum University's Mbku 403(b) Voluntary Retirement Plan reported $17M in total assets and 238 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #2,344 in Educational Services (4,024 peers)

Coverage in California

Mbku 403(b) Voluntary Retirement Plan covers 238 participants in California, about 38% of the average California filer (state average ~630 per filing). Assets: $17M.

#2,344
in Educational Services (4,024 peers)
-10.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mbku 403(b) Voluntary Retirement Plan's outsized position by total assets

Mbku 403(b) Voluntary Retirement Plan vs every filed plan by assets

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

$17,447,917 Top 25% higher than 75% 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

Mbku 403(b) Voluntary Retirement 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. Mbku 403(b) Voluntary Retirement Plan sits mid-pack in the medium band (238 participants).

Form 5500 schedule snapshot

Filing strip 951644593 · Marshall B. Ketchum University PY 2022 · Other

Mbku 403(b) Voluntary Retirement Plan · $17M · 238 · 75th

  • PART $17M
  • PART 238
  • PART 75th
  • PART Other
  • PART near National Council of State Boards of Nursing, Inc. 403(b) Tda Plan
  • PART ind #2344

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 Educational Services retirement plans → · Plans in California →

Mbku 403(b) Voluntary Retirement Plan in the asset neighbourhood

Shorecrest Preparatory School 403(b) DC PlanShorecrest Preparatory Schoo…$17MMbku 403(b) Voluntary Retirement PlanMbku 403(b) Voluntary Retire…$17MNational Council of State Boards of Nursing, Inc. 403(b) Tda PlanNational Council of State Bo…$17MDenver Academy Defined Contribution Retirement PlanDenver Academy Defined Contr…$17MAmerican Foundation for Suicide Prevention Tax Deferred Annuity Retirement PlanAmerican Foundation for Suic…$17M
End-of-year total assets ($M) among Mbku 403(b) Voluntary Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$17M
Net Income-$2M
Employer EIN951644593
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marshall B. Ketchum University)

Sponsor-wide plan assets over time

All Marshall B. Ketchum University plans reported in each filing year

Latest sponsor-wide plan assets
$56M 37.229682611497935% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $40.8M $56M ▲ +37.2%
Year Plans Participants Total Assets
2022 2 476 $41M
2023 2 478 $47M
2024 2 449 $56M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

Mbku 403(b) Voluntary Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Mbku 403(b) Voluntary Retirement Plan, Total assets ($B): 0.017447917 · Participants: 238Mbku 403(b) Voluntary Retirement PlanStanford Contributory Retirement Plan, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 3.677071678 · Participants: 22632University of Southern California Tax-Deferred Annuity Plan
Mbku 403(b) Voluntary Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Mbku 403(b) Voluntary Retirement Plan side-by-side with 3 peers →

Mbku 403(b) Voluntary Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is National Council of State Boards of Nursing, Inc. 403(b) Tda Plan in IL ($17M); by covered participants it is Jefferson Community Health Center Inc. Tax Deferred Annuity Plan in NE (238 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (238 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 Mbku 403(b) Voluntary Retirement Plan assets move in 2022? ▼
Mbku 403(b) Voluntary Retirement Plan pulled back noticeably - down 10.6% during 2022, from $20M to $17M. Reported net income was -$2M.
How have Marshall B. Ketchum University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marshall B. Ketchum University's sponsor-wide assets grew 37.2%, from $41M to $56M.
Where does Mbku 403(b) Voluntary Retirement Plan rank by assets among Form 5500 filers? ▼
Mbku 403(b) Voluntary Retirement Plan ranks in the 75th 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 Other plans are similar in size to Mbku 403(b) Voluntary Retirement Plan? ▼
Among Other plans in other states, the closest by assets is National Council of State Boards of Nursing, Inc. 403(b) Tda Plan in IL ($17M, 111 participants).
Which Other plans cover a similar participant headcount to Mbku 403(b) Voluntary Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Jefferson Community Health Center Inc. Tax Deferred Annuity Plan in NE (238 participants, $9M 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 951644593.

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.