401(k) · DOL Form 5500 · 2023

Mitchell Brothers, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
40
Participants Small participant base
40th
Percentile by assets National rank
$99,861
Avg per participant Below avg balance/head
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Official DOL plan name: Mitchell Brothers Retirement Savings Plan · Sponsored by Mitchell Brothers, Inc. · South Carolina · Construction

$4M in assets, 40 participants

Mitchell Brothers, Inc.'s Mitchell Brothers Retirement Savings Plan reported $4M in total assets and 40 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #3,449 in Construction (9,030 peers)

Mitchell Brothers, Inc. multi-year trail

Mitchell Brothers, Inc.'s plans moved +21.9% in assets from 2022 to 2024; this filing shows Mitchell Brothers Retirement Savings Plan at $4M / 40 participants.

#3,449
in Construction (9,030 peers)
+23.4%
assets growth YoY

Mitchell Brothers Retirement Savings Plan's mid-pack asset rank among Construction and all filers

Mitchell Brothers Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,994,455 40th percentile higher than 40% of 127,068 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 2023

Mitchell Brothers Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mitchell Brothers Retirement Savings Plan is a small filing (40 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mitchell Brothers Retirement Savings Plan reported net income rose from -$667K in the plan year 2022 filing to $758K in the plan year 2023 filing.
  • Mitchell Brothers Retirement Savings Plan reported participants fell from 53 in the plan year 2022 filing to 40 in the plan year 2023 filing.
  • Mitchell Brothers Retirement Savings Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 570707030 · Mitchell Brothers, Inc. PY 2023 · 401(k)

Mitchell Brothers Retirement Savings Plan · $4M · 40 · 40th

  • NET $4M
  • BOOK 40
  • VS-ST 40th
  • BOY 401(k)
  • SCH near Omni Tax Solutions 401(k) Plan
  • EBSA ind #3449

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 Construction retirement plans → · Plans in South Carolina →

Mitchell Brothers Retirement Savings Plan in the asset neighbourhood

Mitchell Brothers Retirement Savings PlanMitchell Brothers Retirement…$4MOmni Tax Solutions 401(k) PlanOmni Tax Solutions 401(k) Pl…$4MPostal Center International, Inc. 401(k) PlanPostal Center International,…$4MSvs Vision, Inc. Union Employees 401 K Profit Sharing PlanSvs Vision, Inc. Union Emplo…$4MKaspien Inc. 401(k) Plan$4M
End-of-year total assets ($M) among Mitchell Brothers Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mitchell Brothers, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Mitchell Brothers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 21.864028502259643% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.24M $3.94M ▲ +21.6%
Year Plans Participants Total Assets
2022 1 53 $3M
2023 1 40 $4M
2024 1 36 $4M

Mitchell Brothers, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$758K
Employer EIN570707030
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in South Carolina

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

Mitchell Brothers Retirement Savings Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants Mitchell Brothers Retirement Savings Plan, Total assets ($B): 0.003994455 · Participants: 40Mitchell Brothers Retirement Savings PlanMichelin 401(k) Savings Plan, Total assets ($B): 4.081217676 · Participants: 14439Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.54970984 · Participants: 8661The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.560739492 · Participants: 11311Sonoco Retirement & Savings PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.313010355 · Participants: 10614Sonoco Retirement & Savings PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.296149408 · Participants: 11348Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
Mitchell Brothers Retirement Savings Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Mitchell Brothers Retirement Savings Plan side-by-side with 3 peers →

Mitchell Brothers Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Omni Tax Solutions 401(k) Plan in CO ($4M); by covered participants it is Specialized Products Company 401(k) Profit Sharing Plan in TX (40 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (40 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mitchell Brothers Retirement Savings Plan assets move in 2023? ▼
Mitchell Brothers Retirement Savings Plan grew sharply - up 23.4% during 2023, from $3M to $4M. Reported net income was $758K.
How have Mitchell Brothers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mitchell Brothers, Inc.'s sponsor-wide assets grew 21.9%, from $3M to $4M.
Which 401(k) plans are similar in size to Mitchell Brothers Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Omni Tax Solutions 401(k) Plan in CO ($4M, 86 participants).
Which 401(k) plans cover a similar participant headcount to Mitchell Brothers Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Specialized Products Company 401(k) Profit Sharing Plan in TX (40 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 570707030.

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.