401(k) Β· DOL Form 5500 Β· 2023

Mandex, Inc. 401(k) & Profit Sharing Plan

ERISA Form 5500 plan record drawn from DOL EBSA, verify with linked source filings below.

$17M
Total assets
177
Participants
50th
Percentile by assets

Sponsored by Mandex, Inc. Β· Virginia Β· Professional & Technical Services

What the 2023 filing shows

Mandex, Inc. 401(k) & Profit Sharing Plan holds $17M for 177 participants - about $97,776 per participant, above the median plan by assets, up 10.9% over the 2023 plan year.

$17M
total plan assets (2023 EOY)
177
covered participants
50th
percentile by assets (of 72,800 plans)
$97,776
avg assets per participant
Total Assets (2023)
$17M
Participants
177
State
Industry
Professional & Technical Services

What the Filing Says About Mandex, Inc. 401(k) & Profit Sharing Plan

Mandex, Inc. 401(k) & Profit Sharing Plan is a 401(k) retirement plan sponsored by Mandex, Inc., headquartered in Virginia. As of the 2023 Form 5500 filing, the plan reports $17M in total end-of-year assets and covers 177 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 952902232, and the plan has been effective since 1998-11-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $16M at the beginning of 2023 to $17M at year-end - a gain of 10.9%. Net assets (after liabilities) closed the year at $17M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$16M
Total Assets (End of Year)$17M
Net Assets (End of Year)$17M
Net Income$2M
Plan Type401(k)
Employer EIN952902232
Plan Effective Date1998-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mandex, Inc.)

Year Plans Participants Total Assets
2022 1 170 $16M
2023 1 177 $17M
2024 1 125 $19M

Nearby 401(k) Plans in Virginia

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Frequently Asked Questions

How much money is in the Mandex, Inc. 401(k) & Profit Sharing Plan?
As of the 2023 Form 5500 filing, Mandex, Inc. 401(k) & Profit Sharing Plan holds $17M in total assets with 177 participants. It is sponsored by Mandex, Inc..
What type of plan is Mandex, Inc. 401(k) & Profit Sharing Plan?
Mandex, Inc. 401(k) & Profit Sharing Plan is a 401(k) plan. It has been effective since 1998-11-01. The plan is filed with the U.S. Department of Labor under EIN 952902232.
Who sponsors the Mandex, Inc. 401(k) & Profit Sharing Plan?
Mandex, Inc. 401(k) & Profit Sharing Plan is sponsored by Mandex, Inc., located in Virginia. The sponsor's EIN is 952902232 and the plan operates in the Professional & Technical Services industry.
How did Mandex, Inc. 401(k) & Profit Sharing Plan perform in 2023?
Mandex, Inc. 401(k) & Profit Sharing Plan grew by 10.9% during 2023, moving from $16M to $17M in total assets. Net income was $2M.
Where can I find official filings for Mandex, Inc. 401(k) & Profit Sharing Plan?
Official Form 5500 filings for Mandex, Inc. 401(k) & Profit Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 952902232 or plan name at efast.dol.gov.
How does Mandex, Inc. 401(k) & Profit Sharing Plan compare to other plans?
You can compare Mandex, Inc. 401(k) & Profit Sharing Plan against other 401(k) plans on the plan type page, or view plans in Virginia on the state page. PlainRetire tracks all 402,674 ERISA-covered retirement plans in the U.S. that filed a Form 5500 for the 2023 plan year.

Explore PlainRetire

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 952902232.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.