401(k) · DOL Form 5500 · 2023

Mbs Asset Management LLC 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
799
Participants Near avg headcount
85th
Percentile by assets National rank
$58,819
Avg per participant Low balance/head
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Official DOL plan name: Mbs Asset Management, LLC 401(k) Plan · Sponsored by Mbs Asset Management LLC · California · Professional & Technical Services

$47M in assets, 799 participants

Mbs Asset Management LLC's Mbs Asset Management, LLC 401(k) Plan reported $47M in total assets and 799 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,475 in Professional & Technical Services (20,321 peers)

Where Mbs Asset Management, LLC 401(k) Plan sits by assets

Mbs Asset Management, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $47M for 799 participants (~$58,819/participant), up 31.5% in 2023.

#17,475
in Professional & Technical Services (20,321 peers)
+31.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Mbs Asset Management, LLC 401(k) Plan's outsized position by total assets

Mbs Asset Management, LLC 401(k) Plan vs every filed plan by assets

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

$46,996,163 Top 15% higher than 85% 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

Mbs Asset Management, LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mbs Asset Management, LLC 401(k) Plan sits mid-pack in the medium band (799 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mbs Asset Management, LLC 401(k) Plan reported participants rose from 578 in the plan year 2022 filing to 799 in the plan year 2023 filing.
  • Mbs Asset Management, LLC 401(k) Plan end-of-year assets rose from $36M in the plan year 2022 filing to $47M in the plan year 2023 filing.
  • Mbs Asset Management, LLC 401(k) Plan reported net income rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 275242020 · Mbs Asset Management LLC PY 2023 · 401(k)

Mbs Asset Management, LLC 401(k) Plan · $47M · 799 · 85th

  • VS-ST $47M
  • BOY 799
  • SCH 85th
  • EBSA 401(k)
  • PART near Bh Management 401(k) Plan
  • TYPE ind #17475

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 Professional & Technical Services retirement plans → · Plans in California →

Mbs Asset Management, LLC 401(k) Plan in the asset neighbourhood

Mbs Asset Management, LLC 401(k) PlanMbs Asset Management, LLC 40…$47MBh Management 401(k) Plan$47MMiller's Health Systems, Inc. Profit Sharing PlanMiller's Health Systems, Inc…$47MAir Canada U.S. Tax Incentive Savings PlanAir Canada U.S. Tax Incentiv…$47MPlumbers & Gasfitters Local Union No. 8 Defined Contribution PlanPlumbers & Gasfitters Local …$47M
End-of-year total assets ($M) among Mbs Asset Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$47M
Net Income$11M
Employer EIN275242020
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mbs Asset Management LLC)

Sponsor-wide plan assets over time

All Mbs Asset Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$57M 58.59296396356364% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $35.7M $56.7M ▲ +58.6%
Year Plans Participants Total Assets
2022 1 578 $36M
2023 1 799 $47M
2024 1 723 $57M

Nearby 401(k) Plans in California

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

Mbs Asset Management, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Mbs Asset Management, LLC 401(k) Plan, Total assets ($B): 0.046996163 · Participants: 799Mbs Asset Management, LLC 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Mbs Asset Management, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Mbs Asset Management, LLC 401(k) Plan side-by-side with 3 peers →

Mbs Asset Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Bh Management 401(k) Plan in IA ($47M); by covered participants it is Eastern Shipbuilding Group, Inc. 401(k) Plan in FL (799 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (799 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 Mbs Asset Management, LLC 401(k) Plan assets move in 2023? ▼
Mbs Asset Management, LLC 401(k) Plan surged - up 31.5% during 2023, from $36M to $47M. Reported net income was $11M.
How have Mbs Asset Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mbs Asset Management LLC's sponsor-wide assets grew 58.6%, from $36M to $57M.
Where does Mbs Asset Management, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Mbs Asset Management, LLC 401(k) Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Mbs Asset Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bh Management 401(k) Plan in IA ($47M, 2,633 participants).
Which 401(k) plans cover a similar participant headcount to Mbs Asset Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eastern Shipbuilding Group, Inc. 401(k) Plan in FL (799 participants, $20M 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 275242020.

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.