Money Purchase · DOL Form 5500 · 2023

Marshall B. Ketchum University Money Purchase Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
239
Participants Below avg headcount
77th
Percentile by assets National rank
$111,359
Avg per participant Below avg balance/head
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Official DOL plan name: Mbku 401(a) Retirement Plan · Sponsored by Marshall B. Ketchum University · California · Educational Services

$27M in assets, 239 participants

Marshall B. Ketchum University's Mbku 401(a) Retirement Plan reported $27M in total assets and 239 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #2,309 in Educational Services (3,735 peers)

Coverage in California

Mbku 401(a) Retirement Plan covers 239 participants in California, about 38% of the average California filer (state average ~630 per filing). Assets: $27M.

#2,309
in Educational Services (3,735 peers)
+13.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Mbku 401(a) Retirement Plan's outsized position by total assets

Mbku 401(a) Retirement Plan vs every filed plan by assets

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

$26,614,809 Top 23% higher than 77% 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

Mbku 401(a) Retirement 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. Mbku 401(a) Retirement Plan sits mid-pack in the medium band (239 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mbku 401(a) Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Mbku 401(a) Retirement Plan end-of-year assets rose from $23M in the plan year 2022 filing to $27M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 951644593 · Marshall B. Ketchum University PY 2023 · Money Purchase

Mbku 401(a) Retirement Plan · $27M · 239 · 77th

  • 5500 $27M
  • ASSETS 239
  • PCT 77th
  • EIN Money Purchase
  • RANK near Laborers' Local #157 Annuity Fund
  • PHOTO ind #2309

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 Educational Services retirement plans → · Plans in California →

Mbku 401(a) Retirement Plan in the asset neighbourhood

Brattleboro Memorial Hospital Money Purchase Pension Plan and TrustBrattleboro Memorial Hospita…$27MLaborers' Local #157 Annuity FundLaborers' Local #157 Annuity…$27MMbku 401(a) Retirement Plan$27MLocal No. 661 Retirement Plan$26MThe New England Center for Children, Inc. Target Benefit PlanThe New England Center for C…$26M
End-of-year total assets ($M) among Mbku 401(a) Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$27M
Net Income$3M
Employer EIN951644593
Plan Effective Date1977-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marshall B. Ketchum University)

Sponsor-wide plan assets over time

All Marshall B. Ketchum University plans reported in each filing year

Latest sponsor-wide plan assets
$56M 37.229682611497935% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $40.8M $56M ▲ +37.2%
Year Plans Participants Total Assets
2022 2 476 $41M
2023 2 478 $47M
2024 2 449 $56M

Nearby Money Purchase Plans in California

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Mbku 401(a) Retirement Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Mbku 401(a) Retirement Plan, Total assets ($B): 0.026614809 · Participants: 239Mbku 401(a) Retirement PlanThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 6.965801295 · Participants: 18060The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 5.097985049 · Participants: 36330Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 4.426886727 · Participants: 20136University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 3.257361302 · Participants: 25961Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America-Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.151319709 · Participants: 23168Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan
Mbku 401(a) Retirement Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Mbku 401(a) Retirement Plan side-by-side with 3 peers →

Mbku 401(a) Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Laborers' Local #157 Annuity Fund in NY ($27M); by covered participants it is Laborers Local 754 Annuity Plan in NY (241 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (239 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 Mbku 401(a) Retirement Plan assets move in 2023? ▼
Mbku 401(a) Retirement Plan grew at a solid clip - up 13.9% during 2023, from $23M to $27M. Reported net income was $3M.
How have Marshall B. Ketchum University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marshall B. Ketchum University's sponsor-wide assets grew 37.2%, from $41M to $56M.
Where does Mbku 401(a) Retirement Plan rank by assets among Form 5500 filers? ▼
Mbku 401(a) Retirement Plan ranks in the 77th 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 Money Purchase plans are similar in size to Mbku 401(a) Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Laborers' Local #157 Annuity Fund in NY ($27M, 1,142 participants).
Which Money Purchase plans cover a similar participant headcount to Mbku 401(a) Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Laborers Local 754 Annuity Plan in NY (241 participants, $17M 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 951644593.

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.