Other · DOL Form 5500 · 2023

Marshall B. Ketchum University Retirement Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
239
Participants Below avg headcount
73rd
Percentile by assets National rank
$84,738
Avg per participant Below avg balance/head
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Official DOL plan name: Mbku 403(b) Voluntary Retirement Plan · Sponsored by Marshall B. Ketchum University · California · Educational Services

$20M in assets, 239 participants

Marshall B. Ketchum University's Mbku 403(b) Voluntary Retirement Plan reported $20M in total assets and 239 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #2,082 in Educational Services (3,735 peers)

Coverage in California

Mbku 403(b) Voluntary Retirement Plan covers 239 participants in California, about 38% of the average California filer (state average ~630 per filing). Assets: $20M.

#2,082
in Educational Services (3,735 peers)
+16.1%
assets growth YoY

Mbku 403(b) Voluntary Retirement Plan's outsized position by total assets

Mbku 403(b) Voluntary Retirement Plan vs every filed plan by assets

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

$20,252,449 Top 27% higher than 73% 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 403(b) Voluntary 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 403(b) Voluntary 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 403(b) Voluntary Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Mbku 403(b) Voluntary Retirement Plan end-of-year assets rose from $17M in the plan year 2022 filing to $20M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 951644593 · Marshall B. Ketchum University PY 2023 · Other

Mbku 403(b) Voluntary Retirement Plan · $20M · 239 · 73rd

  • BOOK $20M
  • VS-ST 239
  • BOY 73rd
  • SCH Other
  • EBSA near DC Preparatory Academy 403(b) Retirement Plan
  • PART ind #2082

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 403(b) Voluntary Retirement Plan in the asset neighbourhood

Mbku 403(b) Voluntary Retirement PlanMbku 403(b) Voluntary Retire…$20MDC Preparatory Academy 403(b) Retirement PlanDC Preparatory Academy 403(b…$20MWestminster Christian Academy Retirement PlanWestminster Christian Academ…$20MNew York City Criminal Justice Agency Tax Sheltered Annuity PlanNew York City Criminal Justi…$20MRussell Hospital 403(b) Plan$20M
End-of-year total assets ($M) among Mbku 403(b) Voluntary Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN951644593
Plan Effective Date2009-01-01
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 Other Plans in California

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

Mbku 403(b) Voluntary Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Mbku 403(b) Voluntary Retirement Plan, Total assets ($B): 0.020252449 · Participants: 239Mbku 403(b) Voluntary Retirement PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
Mbku 403(b) Voluntary Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Mbku 403(b) Voluntary Retirement Plan side-by-side with 3 peers →

Mbku 403(b) Voluntary Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is DC Preparatory Academy 403(b) Retirement Plan in DC ($20M); by covered participants it is Lakeside School Defined Contribution Retirement Plan in WA (239 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 403(b) Voluntary Retirement Plan assets move in 2023? ▼
Mbku 403(b) Voluntary Retirement Plan grew sharply - up 16.1% during 2023, from $17M to $20M. 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.
Which Other plans are similar in size to Mbku 403(b) Voluntary Retirement Plan? ▼
Among Other plans in other states, the closest by assets is DC Preparatory Academy 403(b) Retirement Plan in DC ($20M, 452 participants).
Which Other plans cover a similar participant headcount to Mbku 403(b) Voluntary Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Lakeside School Defined Contribution Retirement Plan in WA (239 participants, $95M 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.