401(k) · DOL Form 5500 · 2023

Malibu Boats, LLC 401(k) Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
2,748
Participants Above avg headcount
88th
Percentile by assets National rank
$24,482
Avg per participant Low balance/head
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Official DOL plan name: Malibu Boats, Inc. 401(k) Plan · Sponsored by Malibu Boats, LLC · Tennessee · Manufacturing

$67M in assets, 2,748 participants

Malibu Boats, LLC's Malibu Boats, Inc. 401(k) Plan reported $67M in total assets and 2,748 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,490 in Manufacturing (18,722 peers)

Coverage in Tennessee

Malibu Boats, Inc. 401(k) Plan covers 2,748 participants in Tennessee, 2.4x the typical Tennessee plan (state average ~1,126 per filing). Assets: $67M.

#15,490
in Manufacturing (18,722 peers)
+22.6%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Malibu Boats, Inc. 401(k) Plan's outsized position by total assets

Malibu Boats, Inc. 401(k) Plan vs every filed plan by assets

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

$67,277,336 Top 12% higher than 88% 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

Malibu Boats, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Malibu Boats, Inc. 401(k) Plan lands in the large band (2,748 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Malibu Boats, Inc. 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Malibu Boats, Inc. 401(k) Plan reported participants rose from 1,946 in the plan year 2022 filing to 2,748 in the plan year 2023 filing.
  • Malibu Boats, Inc. 401(k) Plan end-of-year assets rose from $55M in the plan year 2022 filing to $67M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 205114805 · Malibu Boats, LLC PY 2023 · 401(k)

Malibu Boats, Inc. 401(k) Plan · $67M · 2,748 · 88th

  • VS-ST $67M
  • BOY 2,748
  • SCH 88th
  • EBSA 401(k)
  • PART near Seafarers International Union Agliw 401(k) Plan
  • TYPE ind #15490

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 Manufacturing retirement plans → · Plans in Tennessee →

Malibu Boats, Inc. 401(k) Plan in the asset neighbourhood

Summit Physician Specialists Retirement PlanSummit Physician Specialists…$67MLiquidpower Specialty Products Inc. 401(k) and Profit Sharing PlanLiquidpower Specialty Produc…$67MParts Authority LLC Profit Share/401(k) PlanParts Authority LLC Profit S…$67MMalibu Boats, Inc. 401(k) PlanMalibu Boats, Inc. 401(k) Pl…$67MSeafarers International Union Agliw 401(k) PlanSeafarers International Unio…$67M
End-of-year total assets ($M) among Malibu Boats, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$67M
Net Income$12M
Employer EIN205114805
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Malibu Boats, LLC)

Sponsor-wide plan assets over time

All Malibu Boats, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$74M 35.2524308556868% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $54.9M $74.2M ▲ +35.3%
Year Plans Participants Total Assets
2022 1 1,946 $55M
2023 1 2,748 $67M
2024 1 2,533 $74M

Nearby 401(k) Plans in Tennessee

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

Malibu Boats, Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Malibu Boats, Inc. 401(k) Plan, Total assets ($B): 0.067277336 · Participants: 2748Malibu Boats, Inc. 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Malibu Boats, Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Malibu Boats, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Tennessee, the nearest 401(k) by assets is Seafarers International Union Agliw 401(k) Plan in MD ($67M); by covered participants it is Alaska Airlines, Inc. Alaskasaver Plan in WA (2,748 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,748 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 Malibu Boats, Inc. 401(k) Plan assets move in 2023? ▼
Malibu Boats, Inc. 401(k) Plan grew sharply - up 22.6% during 2023, from $55M to $67M. Reported net income was $12M.
How have Malibu Boats, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Malibu Boats, LLC's sponsor-wide assets grew 35.3%, from $55M to $74M.
Where does Malibu Boats, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Malibu Boats, Inc. 401(k) Plan ranks in the 88th 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 Malibu Boats, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Seafarers International Union Agliw 401(k) Plan in MD ($67M, 15,748 participants).
Which 401(k) plans cover a similar participant headcount to Malibu Boats, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Alaska Airlines, Inc. Alaskasaver Plan in WA (2,748 participants, $664M 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 205114805.

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.