401(k) · DOL Form 5500 · 2023

Mashburn, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 141
Participants Small participant base: 38th
Percentile by assets National rank: $25,244
Avg per participant Low balance/head

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Official DOL plan name: Mashburn 401(k) Plan · Sponsored by Mashburn, LLC · Georgia · Retail Trade

$4M in assets, 141 participants

Mashburn, LLC's Mashburn 401(k) Plan reported $4M in total assets and 141 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

#4,158 in Retail Trade (8,414 peers)

Coverage in Georgia

Mashburn 401(k) Plan covers 141 participants in Georgia, about 13% of the average Georgia filer (state average ~1,096 per filing). Assets: $4M.

#4,158
in Retail Trade (8,414 peers): +52.8%
assets growth YoY

Mashburn 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Mashburn 401(k) Plan vs every filed plan by assets

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

$3,559,366 38th percentile higher than 38% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Mashburn 401(k) 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. Mashburn 401(k) Plan sits mid-pack in the medium band (141 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Mashburn 401(k) Plan reported net income rose from $156K in the plan year 2022 filing to $1M in the plan year 2023 filing.
Mashburn 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Mashburn 401(k) Plan reported participants rose from 114 in the plan year 2022 filing to 141 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 208815980 · Mashburn, LLC PY 2023 · 401(k)

Mashburn 401(k) Plan · $4M · 141 · 38th

NET $4M
NET 141
NET 38th
NET 401(k)
NET near Buy Sod USA, LLC 401(k) Plan
NET ind #4158

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 Retail Trade retirement plans → · Plans in Georgia →

End-of-year total assets ($M) among Mashburn 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$4M
Net Income	$1M
Employer EIN	208815980
Plan Effective Date	2016-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Mashburn, LLC)

Latest sponsor-wide plan assets: $5M 108.79967795484158% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	114	$2M
2023	1	141	$4M
2024	1	175	$5M

Nearby 401(k) Plans in Georgia

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

Mashburn 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

The Teamster - UPS National 401(k) Tax Deferred Savings Plan $17.2B · 510,511
Delta 401(k) Retirement Plan $16.2B · 83,136
Delta 401(k) Retirement Plan for Pilots $13.7B · 13,283
UPS 401(k) Savings Plan $13.1B · 102,231
The Home Depot Futurebuilder $12.6B · 413,365

Compare Mashburn 401(k) Plan side-by-side with 3 peers →

Mashburn 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Buy Sod USA, LLC 401(k) Plan in NC ($4M); by covered participants it is Dytran Instruments, Inc. Retirement Savings Plan in CA (141 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Buy Sod USA, LLC 401(k) Plan (NC) $4M · 167
Ideal Impact, Inc. 401(k) Plan (TX) $4M · 108
Zunis Capital Management, Inc. 401(k) Profit Sharing Plan (OK) $4M · 8
Arizona Center for Implant, Facial and Oral Surgery, PC Profit Sharing Plan and Trust (AZ) $4M · 10

Similar participant headcount

Nearest other-state filings by covered participants (141 participants); asset peers above are excluded.

Dytran Instruments, Inc. Retirement Savings Plan (CA) 141 · 0 off
Cleveland Hardware and Forging Co. Profit Sharing (WI) 141 · 0 off
Fire Door Solutions, LLC 401(k) Plan (KS) 141 · 0 off
Robbie D. Wood, Inc. Employee Capital Accumulation Plan 401(k) (AL) 141 · 0 off

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 Mashburn 401(k) Plan assets move in 2023? ▼

Mashburn 401(k) Plan surged - up 52.8% during 2023, from $2M to $4M. Reported net income was $1M.

How have Mashburn, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Mashburn, LLC's sponsor-wide assets grew 108.8%, from $2M to $5M.

Which 401(k) plans are similar in size to Mashburn 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Buy Sod USA, LLC 401(k) Plan in NC ($4M, 167 participants).

Which 401(k) plans cover a similar participant headcount to Mashburn 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Dytran Instruments, Inc. Retirement Savings Plan in CA (141 participants, N/A 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 208815980.