Profit Sharing · DOL Form 5500 · 2022
Mbi, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $91M
- Total assets Below avg plan size
- 327
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $277,228
- Avg per participant High balance/head
Official DOL plan name: Mbi, Inc. Profit Sharing Plan & Trust · Sponsored by Mbi, Inc. · Connecticut · Retail Trade
$91M in assets, 327 participants
Mbi, Inc.'s Mbi, Inc. Profit Sharing Plan & Trust reported $91M in total assets and 327 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.
- #9,118 in Retail Trade (9,519 peers)
Coverage in Connecticut
Mbi, Inc. Profit Sharing Plan & Trust covers 327 participants in Connecticut, about 46% of the average Connecticut filer (state average ~718 per filing). Assets: $91M.
- #9,118
- in Retail Trade (9,519 peers)
- +6.0%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Mbi, Inc. Profit Sharing Plan & Trust's outsized position by total assets
Mbi, Inc. Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$90,653,513 Top 8% higher than 92% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Mbi, Inc. Profit Sharing Plan & Trust 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. Mbi, Inc. Profit Sharing Plan & Trust sits mid-pack in the medium band (327 participants).
Plan-year Form 5500 strip
Filing strip 060902721 · Mbi, Inc. PY 2022 · Profit Sharing
Mbi, Inc. Profit Sharing Plan & Trust · $91M · 327 · 92nd
- ASSETS $91M
- ASSETS 327
- ASSETS 92nd
- ASSETS Profit Sharing
- ASSETS near Virginia Pilot Association Retirement Plan
- ASSETS ind #9118
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 Connecticut →
Mbi, Inc. Profit Sharing Plan & Trust in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $86M |
|---|---|
| Net Assets (End of Year) | $91M |
| Net Income | $5M |
| Employer EIN | 060902721 |
| Plan Effective Date | 1973-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mbi, Inc.)
Sponsor-wide plan assets over time
All Mbi, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $175M 23.210167910566604% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 713 | $142M |
| 2023 | 2 | 710 | $171M |
| 2024 | 2 | 673 | $175M |
Nearby Profit Sharing Plans in Connecticut
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- North Atlantic States Carpenters Annuity Plan $1.2B · 10,777
- The Lee Company Profit Sharing Plan $396M · 930
- Connecticut Children's Retirement Savings Plan $377M · 2,969
- Connecticut Laborers' Annuity Plan $215M · 3,141
- Connecticut Pipetrades Local No. 777 Annuity Plan $212M · 2,456
Mbi, Inc. Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Connecticut, the nearest Profit Sharing by assets is Virginia Pilot Association Retirement Plan in VA ($90M); by covered participants it is Ouachita County Medical Center Employee Retirement Plan in AR (327 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($91M here).
Similar participant headcount
Nearest other-state filings by covered participants (327 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.