401(k) · DOL Form 5500 · 2023

Mary E. Bivins Foundation 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
10
Participants Small participant base
34th
Percentile by assets National rank
$271,682
Avg per participant High balance/head
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Official DOL plan name: Mary E. Bivins Foundation 401(k) Plan · Sponsored by Mary E. Bivins Foundation · Texas · Other Services

$3M in assets, 10 participants

Mary E. Bivins Foundation's Mary E. Bivins Foundation 401(k) Plan reported $3M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #4,595 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Mary E. Bivins Foundation 401(k) Plan ranks #4,595 of 7,857 2023 filers by assets (739% of the sector average)-$3M for 10 participants.

#4,595
in Other Services (7,857 peers)
+1.1%
assets growth YoY

Mary E. Bivins Foundation 401(k) Plan's mid-pack asset rank among Other Services and all filers

Mary E. Bivins Foundation 401(k) Plan vs every filed plan by assets

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

$2,716,822 34th percentile higher than 34% 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

Mary E. Bivins Foundation 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mary E. Bivins Foundation 401(k) Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mary E. Bivins Foundation 401(k) Plan reported net income rose from -$967K in the plan year 2022 filing to $28K in the plan year 2023 filing.
  • Mary E. Bivins Foundation 401(k) Plan reported participants fell from 13 in the plan year 2022 filing to 10 in the plan year 2023 filing.
  • Mary E. Bivins Foundation 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 750842370 · Mary E. Bivins Foundation PY 2023 · 401(k)

Mary E. Bivins Foundation 401(k) Plan · $3M · 10 · 34th

  • RANK $3M
  • PHOTO 10
  • IND 34th
  • EOY 401(k)
  • 5500 near Desert Chemical, Inc. Profit Sharing Plan
  • ASSETS ind #4595

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 Other Services retirement plans → · Plans in Texas →

Mary E. Bivins Foundation 401(k) Plan in the asset neighbourhood

Mary E. Bivins Foundation 401(k) PlanMary E. Bivins Foundation 40…$3MDesert Chemical, Inc. Profit Sharing PlanDesert Chemical, Inc. Profit…$3MGdm Solutions, Inc. 401(k) Profit Sharing PlanGdm Solutions, Inc. 401(k) P…$3MTracfrac Inc. Retirement Plan$3MSenior Living Choices of Virginia, Inc. 403(b) PlanSenior Living Choices of Vir…$3M
End-of-year total assets ($M) among Mary E. Bivins Foundation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$28K
Employer EIN750842370
Plan Effective Date1998-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mary E. Bivins Foundation)

Sponsor-wide plan assets over time

All Mary E. Bivins Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$3M 4.874409933683445% vs 2022
2024 filing year
$2.65M$2.7M$2.75M$2.8M$2.85M 202220232024 $2.69M $2.82M ▲ +4.8%
Year Plans Participants Total Assets
2022 1 13 $3M
2023 1 10 $3M
2024 1 10 $3M

Nearby 401(k) Plans in Texas

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

Mary E. Bivins Foundation 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Mary E. Bivins Foundation 401(k) Plan, Total assets ($B): 0.002716822 · Participants: 10Mary E. Bivins Foundation 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Mary E. Bivins Foundation 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Mary E. Bivins Foundation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Desert Chemical, Inc. Profit Sharing Plan in AZ ($3M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Mary E. Bivins Foundation 401(k) Plan assets move in 2023?
Mary E. Bivins Foundation 401(k) Plan edged up modestly - up 1.1% during 2023, from $3M to $3M. Reported net income was $28K.
How have Mary E. Bivins Foundation plan assets changed over time?
Across 3 plan years on file (2022-2024), Mary E. Bivins Foundation's sponsor-wide assets grew 4.9%, from $3M to $3M.
Which 401(k) plans are similar in size to Mary E. Bivins Foundation 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Desert Chemical, Inc. Profit Sharing Plan in AZ ($3M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Mary E. Bivins Foundation 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $1M in assets).