M-B Companies, Inc. Deferred Savings Plan - Union

401(k) · DOL Form 5500 · 2022

What the Filing Says About M-B Companies, Inc. Deferred Savings Plan - Union

M-B Companies, Inc. Deferred Savings Plan - Union is a 401(k) retirement plan sponsored by M-B Companies, Inc., headquartered in Wisconsin. According to the U.S. Department of Labor's 2022 Form 5500 filing, the plan reports $2M in total end-of-year assets and covers 107 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 391208304, and the plan has been effective since 1960-11-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets declined sharply from $3M at the beginning of 2022 to $2M at year-end - down 24.4%. Net assets (after liabilities) closed the year at $2M, with reported net income of -$637K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Across the 3 plan years M-B Companies, Inc. has on file with PlainRetire (2022-2024), sponsor-wide plan assets have moved from $10M to $9M, a decline of 3.8%, while reported participants moved from 212 to 130 (-38.7%). The strongest year on file by total sponsor assets was 2022 at $10M; the softest was 2023 at $8M. Year-by-year, sponsor-wide filings show: 2022 - $10M in assets across 2 plans covering 212 participants; 2023 - $8M in assets across 1 plan covering 116 participants; 2024 - $9M in assets across 1 plan covering 130 participants.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

How the percentile is calculated: we count every plan that filed a 2022 Form 5500 with a reported end-of-year asset figure (139,258 plans), rank M-B Companies, Inc. Deferred Savings Plan - Union against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.