Defined Benefit (Pension) · DOL Form 5500 · 2023

Mrb Law, LLC Pension Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
36
Participants Small participant base
50th
Percentile by assets National rank
$184,148
Avg per participant Above avg balance/head
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Official DOL plan name: Marsh, Rickard & Bryan P.C. Cash Balance Plan · Sponsored by Mrb Law, LLC · Alabama · Professional & Technical Services

$7M in assets, 36 participants

Mrb Law, LLC's Marsh, Rickard & Bryan P.C. Cash Balance Plan reported $7M in total assets and 36 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,817 in Professional & Technical Services (20,321 peers)

2023 asset change

Marsh, Rickard & Bryan P.C. Cash Balance Plan grew at a solid clip 11.3% in 2023 ($6M → $7M) for 36 participants.

#9,817
in Professional & Technical Services (20,321 peers)
+11.3%
assets growth YoY

Marsh, Rickard & Bryan P.C. Cash Balance Plan's mid-pack asset rank among Professional & Technical Services and all filers

Marsh, Rickard & Bryan P.C. Cash Balance Plan vs every filed plan by assets

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

$6,629,335 Top 50% higher than 50% 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

Marsh, Rickard & Bryan P.C. Cash Balance Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marsh, Rickard & Bryan P.C. Cash Balance Plan is a small filing (36 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 922122526 · Mrb Law, LLC PY 2023 · Defined Benefit (Pension)

Marsh, Rickard & Bryan P.C. Cash Balance Plan · $7M · 36 · 50th

  • PCT $7M
  • EIN 36
  • RANK 50th
  • PHOTO Defined Benefit (Pension)
  • IND near Neuroscience Associates Cash Balance Plan
  • EOY ind #9817

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 Professional & Technical Services retirement plans → · Plans in Alabama →

Marsh, Rickard & Bryan P.C. Cash Balance Plan in the asset neighbourhood

Marsh, Rickard & Bryan P.C. Cash Balance PlanMarsh, Rickard & Bryan P.C. …$7MNeuroscience Associates Cash Balance PlanNeuroscience Associates Cash…$7MSadoff and Rudoy Industries Pension Plan for Union EmployeesSadoff and Rudoy Industries …$7MNational Council on Aging Pension PlanNational Council on Aging Pe…$7MBally North America, Inc. Pension PlanBally North America, Inc. Pe…$7M
End-of-year total assets ($M) among Marsh, Rickard & Bryan P.C. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Mrb Law, LLC years around the 2023 move

Sponsor-wide plan assets over time

All Mrb Law, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 8.059978866658572% vs 2023
2024 filing year
$6.4M$6.6M$6.8M$7M$7.2M$7.4M 20232024 $6.63M $7.16M ▲ +8.0%
Year Plans Participants Total Assets
2023 1 36 $7M
2024 1 33 $7M

2023 asset-move particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$675K
Employer EIN922122526
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Alabama

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Marsh, Rickard & Bryan P.C. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -0.500.511.5 Total assets ($B) Participants Marsh, Rickard & Bryan P.C. Cash Balance Plan, Total assets ($B): 0.006629335 · Participants: 36Marsh, Rickard & Bryan P.C. Cash Balance PlanRegions Financial Corporation Retirement Plan, Total assets ($B): 1.23300032 · Participants: 292Regions Financial Corporation Retirement PlanBlue Cross and Blue Shield of Alabama Retirement Plan, Total assets ($B): 0.737313284 · Participants: 2014Blue Cross and Blue Shield of Alabama Retirement PlanRegions Financial Corporation Retirement Plan for Associates, Total assets ($B): 0.716301272 · Participants: 2395Regions Financial Corporation Retirement Plan for AssociatesVulcan Materials Company Pension Plan, Total assets ($B): 0.507585545 · Participants: 776Vulcan Materials Company Pension PlanAmerican Cast Iron Pipe Company Pension Plan, Total assets ($B): 0.440237888 · Participants: 832American Cast Iron Pipe Company Pension Plan
Marsh, Rickard & Bryan P.C. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants

Marsh, Rickard & Bryan P.C. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Alabama, the nearest Defined Benefit (Pension) by assets is Neuroscience Associates Cash Balance Plan in ID ($7M); by covered participants it is The People's Credit Union Defined Benefit Plan and Trust in RI (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 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 Marsh, Rickard & Bryan P.C. Cash Balance Plan assets move in 2023?
Marsh, Rickard & Bryan P.C. Cash Balance Plan grew at a solid clip - up 11.3% during 2023, from $6M to $7M. Reported net income was $675K.
How have Mrb Law, LLC plan assets changed over time?
Across 2 plan years on file (2023-2024), Mrb Law, LLC's sponsor-wide assets grew 8.1%, from $7M to $7M.
Which Defined Benefit (Pension) plans are similar in size to Marsh, Rickard & Bryan P.C. Cash Balance Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Neuroscience Associates Cash Balance Plan in ID ($7M, 45 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Marsh, Rickard & Bryan P.C. Cash Balance Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The People's Credit Union Defined Benefit Plan and Trust in RI (36 participants, $14M in assets).