401(k) · DOL Form 5500 · 2023

Mbi, Inc. 401(k) Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
377
Participants Below avg headcount
87th
Percentile by assets National rank
$157,252
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mbi, Inc 401(k) Plan · Sponsored by Mbi, Inc. · Connecticut · Retail Trade

$59M in assets, 377 participants

Mbi, Inc.'s Mbi, Inc 401(k) Plan reported $59M in total assets and 377 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,809 in Retail Trade (8,414 peers)

Where Mbi, Inc 401(k) Plan sits by assets

Mbi, Inc 401(k) Plan sits in the top quartile of all filed plans by assets, $59M for 377 participants (~$157,252/participant), up 15.3% in 2023.

#7,809
in Retail Trade (8,414 peers)
+15.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Mbi, Inc 401(k) Plan's outsized position by total assets

Mbi, Inc 401(k) Plan vs every filed plan by assets

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

$59,283,846 Top 13% higher than 87% 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

Mbi, Inc 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. Mbi, Inc 401(k) Plan sits mid-pack in the medium band (377 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mbi, Inc 401(k) Plan reported net income rose from -$8M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Mbi, Inc 401(k) Plan end-of-year assets rose from $51M in the plan year 2022 filing to $59M in the plan year 2023 filing.
  • Mbi, Inc 401(k) Plan reported participants fell from 386 in the plan year 2022 filing to 377 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 060902721 · Mbi, Inc. PY 2023 · 401(k)

Mbi, Inc 401(k) Plan · $59M · 377 · 87th

  • VS-ST $59M
  • BOY 377
  • SCH 87th
  • EBSA 401(k)
  • PART near Mvp Law Profit Sharing 401(k) Plan
  • TYPE ind #7809

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 401(k) Plan in the asset neighbourhood

Horizon Bancorp Employees' Thrift PlanHorizon Bancorp Employees' T…$59MHutchinson Aerospace & Industry, Inc. 401(k) PlanHutchinson Aerospace & Indus…$59MWilton Brands LLC Retirement PlanWilton Brands LLC Retirement…$59MMbi, Inc 401(k) Plan$59MMvp Law Profit Sharing 401(k) PlanMvp Law Profit Sharing 401(k…$59M
End-of-year total assets ($M) among Mbi, Inc 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)$51M
Net Assets (End of Year)$59M
Net Income$8M
Employer EIN060902721
Plan Effective Date1992-08-01
Filing StatusFILING 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
$130M$140M$150M$160M$170M$180M 202220232024 $142M $175M ▲ +23.2%
Year Plans Participants Total Assets
2022 2 713 $142M
2023 2 710 $171M
2024 2 673 $175M

Nearby 401(k) Plans in Connecticut

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

Mbi, Inc 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Mbi, Inc 401(k) Plan, Total assets ($B): 0.059283846 · Participants: 377Mbi, Inc 401(k) PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Mbi, Inc 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Mbi, Inc 401(k) Plan side-by-side with 3 peers →

Mbi, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Mvp Law Profit Sharing 401(k) Plan in KS ($59M); by covered participants it is Hi-Rez Studios, Inc. 401(k) Plan in GA (377 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($59M here).

Similar participant headcount

Nearest other-state filings by covered participants (377 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 Mbi, Inc 401(k) Plan assets move in 2023? ▼
Mbi, Inc 401(k) Plan grew sharply - up 15.3% during 2023, from $51M to $59M. Reported net income was $8M.
How have Mbi, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mbi, Inc.'s sponsor-wide assets grew 23.2%, from $142M to $175M.
Where does Mbi, Inc 401(k) Plan rank by assets among Form 5500 filers? ▼
Mbi, Inc 401(k) Plan ranks in the 87th 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 Mbi, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mvp Law Profit Sharing 401(k) Plan in KS ($59M, 188 participants).
Which 401(k) plans cover a similar participant headcount to Mbi, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hi-Rez Studios, Inc. 401(k) Plan in GA (377 participants, $24M 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 060902721.

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.