Money Purchase · DOL Form 5500 · 2022

Marshall B. Ketchum University Money Purchase Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
238
Participants Below avg headcount
79th
Percentile by assets National rank
$98,179
Avg per participant Below avg balance/head
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Official DOL plan name: Mbku 401(a) Retirement Plan · Sponsored by Marshall B. Ketchum University · California · Educational Services

$23M in assets, 238 participants

Marshall B. Ketchum University's Mbku 401(a) Retirement Plan reported $23M in total assets and 238 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #2,576 in Educational Services (4,024 peers)

Coverage in California

Mbku 401(a) Retirement Plan covers 238 participants in California, about 38% of the average California filer (state average ~630 per filing). Assets: $23M.

#2,576
in Educational Services (4,024 peers)
-13.3%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mbku 401(a) Retirement Plan's outsized position by total assets

Mbku 401(a) Retirement Plan vs every filed plan by assets

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

$23,366,605 Top 21% higher than 79% 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 401(a) 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 401(a) Retirement Plan sits mid-pack in the medium band (238 participants).

DOL schedule card

Filing strip 951644593 · Marshall B. Ketchum University PY 2022 · Money Purchase

Mbku 401(a) Retirement Plan · $23M · 238 · 79th

  • RANK $23M
  • PHOTO 238
  • IND 79th
  • EOY Money Purchase
  • 5500 near IBEW Local Union 573 Profit Sharing Plan and Trust
  • ASSETS ind #2576

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 401(a) Retirement Plan in the asset neighbourhood

IBEW Local 223 Deferred Income PlanIBEW Local 223 Deferred Inco…$24MIBEW Local Union 573 Profit Sharing Plan and TrustIBEW Local Union 573 Profit …$23MMbku 401(a) Retirement Plan$23MI.B.E.W. Local No. 106 Annuity PlanI.B.E.W. Local No. 106 Annui…$23MLocal 665 I.a.T.S.E. Annuity PlanLocal 665 I.a.T.S.E. Annuity…$23M
End-of-year total assets ($M) among Mbku 401(a) Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$23M
Net Income-$4M
Employer EIN951644593
Plan Effective Date1977-07-01
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 Money Purchase Plans in California

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

Mbku 401(a) Retirement Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Mbku 401(a) Retirement Plan, Total assets ($B): 0.023366605 · Participants: 238Mbku 401(a) Retirement PlanThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 5.882091384 · Participants: 17035The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 4.331783513 · Participants: 36448Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 3.768465559 · Participants: 20087University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 2.976996868 · Participants: 26442Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America-Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.04171549 · Participants: 22792Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan
Mbku 401(a) Retirement Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Mbku 401(a) Retirement Plan side-by-side with 3 peers →

Mbku 401(a) Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is IBEW Local Union 573 Profit Sharing Plan and Trust in OH ($23M); by covered participants it is Jefferson Community Health Center Inc. Employees Pension Plan in NE (238 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

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 401(a) Retirement Plan assets move in 2022? ▼
Mbku 401(a) Retirement Plan pulled back noticeably - down 13.3% during 2022, from $27M to $23M. Reported net income was -$4M.
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 401(a) Retirement Plan rank by assets among Form 5500 filers? ▼
Mbku 401(a) Retirement Plan ranks in the 79th 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 Money Purchase plans are similar in size to Mbku 401(a) Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is IBEW Local Union 573 Profit Sharing Plan and Trust in OH ($23M, 300 participants).
Which Money Purchase plans cover a similar participant headcount to Mbku 401(a) Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Jefferson Community Health Center Inc. Employees Pension Plan in NE (238 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 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.