401(k) · DOL Form 5500 · 2022

Mashburn, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
114
Participants Small participant base
36th
Percentile by assets National rank
$20,440
Avg per participant Low balance/head
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Official DOL plan name: Mashburn 401(k) Plan · Sponsored by Mashburn, LLC · Georgia · Retail Trade

$2M in assets, 114 participants

Mashburn, LLC's Mashburn 401(k) Plan reported $2M in total assets and 114 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.

  • #4,340 in Retail Trade (9,519 peers)

Coverage in Georgia

Mashburn 401(k) Plan covers 114 participants in Georgia, about 10% of the average Georgia filer (state average ~1,096 per filing). Assets: $2M.

#4,340
in Retail Trade (9,519 peers)
+7.2%
assets growth YoY

Mashburn 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Mashburn 401(k) Plan vs every filed plan by assets

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

$2,330,108 36th percentile higher than 36% 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

Mashburn 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. Mashburn 401(k) Plan sits mid-pack in the medium band (114 participants).

Form 5500 schedule snapshot

Filing strip 208815980 · Mashburn, LLC PY 2022 · 401(k)

Mashburn 401(k) Plan · $2M · 114 · 36th

  • PHOTO $2M
  • PHOTO 114
  • PHOTO 36th
  • PHOTO 401(k)
  • PHOTO near Jovijo, Inc. 401(k) Profit Sharing Plan
  • PHOTO ind #4340

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 Georgia →

Mashburn 401(k) Plan in the asset neighbourhood

Mashburn 401(k) Plan$2MJovijo, Inc. 401(k) Profit Sharing PlanJovijo, Inc. 401(k) Profit S…$2MAbc Pediatric Therapy Network 401(k) Plan and TrustAbc Pediatric Therapy Networ…$2MVista Steel Company, Inc. Profit Sharing PlanVista Steel Company, Inc. Pr…$2MWitte Company, Inc. Employees' Profit Sharing PlanWitte Company, Inc. Employee…$2M
End-of-year total assets ($M) among Mashburn 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$156K
Employer EIN208815980
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mashburn, LLC)

Sponsor-wide plan assets over time

All Mashburn, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 108.79967795484158% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $2.33M $4.87M ▲ +109.0%
Year Plans Participants Total Assets
2022 1 114 $2M
2023 1 141 $4M
2024 1 175 $5M

Nearby 401(k) Plans in Georgia

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

Mashburn 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Mashburn 401(k) Plan, Total assets ($B): 0.002330108 · Participants: 114Mashburn 401(k) PlanThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Mashburn 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

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

Outside Georgia, the nearest 401(k) by assets is Jovijo, Inc. 401(k) Profit Sharing Plan in PA ($2M); by covered participants it is Blue Ocean Realty, LLC Retirement Plan in MD (114 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (114 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 Mashburn 401(k) Plan assets move in 2022?
Mashburn 401(k) Plan grew at a solid clip - up 7.2% during 2022, from $2M to $2M. Reported net income was $156K.
How have Mashburn, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Mashburn, LLC's sponsor-wide assets grew 108.8%, from $2M to $5M.
Which 401(k) plans are similar in size to Mashburn 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Jovijo, Inc. 401(k) Profit Sharing Plan in PA ($2M, 153 participants).
Which 401(k) plans cover a similar participant headcount to Mashburn 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Blue Ocean Realty, LLC Retirement Plan in MD (114 participants, $288K in assets).