401(k) · DOL Form 5500 · 2023

Molzen-Corbin & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size: 84
Participants Small participant base: 82nd
Percentile by assets National rank: $454,729
Avg per participant High balance/head

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Official DOL plan name: Molzen-Corbin & Associates, Inc. 401(k) & Employee Stock Ownership Plan · Sponsored by Molzen-Corbin & Associates, Inc. · New Mexico · Professional & Technical Services

$38M in assets, 84 participants

Molzen-Corbin & Associates, Inc.'s Molzen-Corbin & Associates, Inc. 401(k) & Employee Stock Ownership Plan reported $38M in total assets and 84 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

#16,902 in Professional & Technical Services (20,321 peers)

Where Molzen-Corbin & Associates, Inc. 401(k) & Employee Stock Ownership Plan sits by assets

Molzen-Corbin & Associates, Inc. 401(k) & Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $38M for 84 participants (~$454,729/participant), up 25.8% in 2023.

#16,902
in Professional & Technical Services (20,321 peers): +25.8%
assets growth YoY: 0.4×
vs typical plan assets (national mean)

Molzen-Corbin & Associates, Inc. 401(k) & Employee Stock Ownership Plan's outsized position by total assets

Molzen-Corbin & Associates, Inc. 401(k) & Employee Stock Ownership Plan vs every filed plan by assets

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

$38,197,258 Top 18% higher than 82% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Molzen-Corbin & Associates, Inc. 401(k) & Employee Stock Ownership 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. Molzen-Corbin & Associates, Inc. 401(k) & Employee Stock Ownership Plan is a small filing (84 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Molzen-Corbin & Associates, Inc. 401(k) & Employee Stock Ownership Plan reported net income rose from $487K in the plan year 2022 filing to $9M in the plan year 2023 filing.
Molzen-Corbin & Associates, Inc. 401(k) & Employee Stock Ownership Plan end-of-year assets rose from $30M in the plan year 2022 filing to $38M in the plan year 2023 filing.
Molzen-Corbin & Associates, Inc. 401(k) & Employee Stock Ownership Plan reported participants rose from 73 in the plan year 2022 filing to 84 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 850166212 · Molzen-Corbin & Associates, Inc. PY 2023 · 401(k)

Molzen-Corbin & Associates, Inc. 401(k) & Employee Stock Ownership Plan · $38M · 84 · 82nd

PART $38M
TYPE 84
NET 82nd
BOOK 401(k)
VS-ST near Valley Queen Cheese Factory, Inc. 401(k) Profit Sharing Plan
BOY ind #16902

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 New Mexico →

End-of-year total assets ($M) among Molzen-Corbin & Associates, Inc. 401(k) & Employee Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$30M
Net Assets (End of Year)	$15M
Net Income	$9M
Employer EIN	850166212
Plan Effective Date	1985-08-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Molzen-Corbin & Associates, Inc.)

Latest sponsor-wide plan assets: $47M 54.27628559314154% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	73	$30M
2023	1	84	$38M
2024	1	79	$47M

Nearby 401(k) Plans in New Mexico

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

Molzen-Corbin & Associates, Inc. 401(k) & Employee Stock Ownership Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants

Ntess Savings and Income Plan $6.1B · 14,721
Triad 401(k) Retirement Plan $2.0B · 10,005
Triad 401(k) Savings Plan $840M · 2,249
Pnm Resources, Inc. Retirement Savings Plan $765M · 1,531
Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust $573M · 1,962

Compare Molzen-Corbin & Associates, Inc. 401(k) & Employee Stock Ownership Plan side-by-side with 3 peers →

Molzen-Corbin & Associates, Inc. 401(k) & Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount

Outside New Mexico, the nearest 401(k) by assets is Valley Queen Cheese Factory, Inc. 401(k) Profit Sharing Plan in SD ($38M); by covered participants it is Trillium US, Inc. 401(k) Profit Sharing Plan and Trust in OR (84 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($38M here).

Valley Queen Cheese Factory, Inc. 401(k) Profit Sharing Plan (SD) $38M · 329
The Fortiss Group 401(k) Plan (CA) $38M · 1,430
Gastroenterology Specialties, P.C.Safe Harbor 401(k) Profit Sharing Plan (NE) $38M · 125
Pivot Interiors, Inc. Savings & Investment Plan (CA) $38M · 230

Similar participant headcount

Nearest other-state filings by covered participants (84 participants); asset peers above are excluded.

Trillium US, Inc. 401(k) Profit Sharing Plan and Trust (OR) 84 · 0 off
Cleveland Hardware and Forging Co. Profit Sharing (WI) 84 · 0 off
Akoya Retirement Savings Plan (MA) 84 · 0 off
Society of Critical Care Medicine Retirement Savings Plan (IL) 84 · 0 off

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 Molzen-Corbin & Associates, Inc. 401(k) & Employee Stock Ownership Plan assets move in 2023? ▼

Molzen-Corbin & Associates, Inc. 401(k) & Employee Stock Ownership Plan grew sharply - up 25.8% during 2023, from $30M to $38M. Reported net income was $9M.

How have Molzen-Corbin & Associates, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Molzen-Corbin & Associates, Inc.'s sponsor-wide assets grew 54.3%, from $30M to $47M.

Where does Molzen-Corbin & Associates, Inc. 401(k) & Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Molzen-Corbin & Associates, Inc. 401(k) & Employee Stock Ownership Plan ranks in the 82nd 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 Molzen-Corbin & Associates, Inc. 401(k) & Employee Stock Ownership Plan? ▼

Among 401(k) plans in other states, the closest by assets is Valley Queen Cheese Factory, Inc. 401(k) Profit Sharing Plan in SD ($38M, 329 participants).

Which 401(k) plans cover a similar participant headcount to Molzen-Corbin & Associates, Inc. 401(k) & Employee Stock Ownership Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Trillium US, Inc. 401(k) Profit Sharing Plan and Trust in OR (84 participants, N/A 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 850166212.