401(k) · DOL Form 5500 · 2023

Mbe Holdings Inc. 401(k) Plan

Data updated 2026-08-25

$68K
Total assets Small plan by assets
3
Participants Small participant base
5th
Percentile by assets National rank
$22,672
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mbe Holdings Inc. 401(k) Plan · Sponsored by Mbe Holdings Inc. · Texas · Educational Services

$68K in assets, 3 participants

Mbe Holdings Inc.'s Mbe Holdings Inc. 401(k) Plan reported $68K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 5th 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.

  • #142 in Educational Services (3,735 peers)

2023 asset change

Mbe Holdings Inc. 401(k) Plan declined sharply 21.0% in 2023 ($86K → $68K) for 3 participants.

#142
in Educational Services (3,735 peers)
-21.0%
assets change YoY

The plan reported a net loss of $18K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mbe Holdings Inc. 401(k) Plan among the smaller filed plans by assets

Mbe Holdings Inc. 401(k) Plan vs every filed plan by assets

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

$68,015 5th percentile higher than 5% 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

Mbe Holdings Inc. 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. Mbe Holdings Inc. 401(k) Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mbe Holdings Inc. 401(k) Plan reported net income fell from $12K in the plan year 2022 filing to -$18K in the plan year 2023 filing.
  • Mbe Holdings Inc. 401(k) Plan reported participants fell from 4 in the plan year 2022 filing to 3 in the plan year 2023 filing.
  • Mbe Holdings Inc. 401(k) Plan end-of-year assets fell from $86K in the plan year 2022 filing to $68K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 454926192 · Mbe Holdings Inc. PY 2023 · 401(k)

Mbe Holdings Inc. 401(k) Plan · $68K · 3 · 5th

  • TYPE $68K
  • TYPE 3
  • TYPE 5th
  • TYPE 401(k)
  • TYPE near Mkscogna, Inc. 401(k) Profit Sharing Plan
  • TYPE ind #142

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 Educational Services retirement plans → · Plans in Texas →

Mbe Holdings Inc. 401(k) Plan in the asset neighbourhood

Mbe Holdings Inc. 401(k) Plan$68KMkscogna, Inc. 401(k) Profit Sharing PlanMkscogna, Inc. 401(k) Profit…$68KIn Your Corner Performance, Inc. 401(k) PlanIn Your Corner Performance, …$68KJc's Automotive Center Inc. 401(k) PlanJc's Automotive Center Inc. …$68KAmerican Little Bear Corp 401(k) PlanAmerican Little Bear Corp 40…$68K
End-of-year total assets ($M) among Mbe Holdings Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mbe Holdings Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Mbe Holdings Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$177K 5.539322715985958% vs 2022
2024 filing year
$0.05M$0.1M$0.15M$0.2M$0.25M 202220232024 $0.19M $0.18M ▼ -5.3%
Year Plans Participants Total Assets
2022 2 7 $187K
2023 1 3 $68K
2024 1 2 $177K

2023 asset-move particulars

Total Assets (Beginning of Year)$86K
Net Assets (End of Year)$68K
Net Income-$18K
Employer EIN454926192
Plan Effective Date2012-03-27
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Mbe Holdings Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Mbe Holdings Inc. 401(k) Plan, Total assets ($B): 0.000068015 · Participants: 3Mbe Holdings Inc. 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
Mbe Holdings Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Mbe Holdings Inc. 401(k) Plan side-by-side with 3 peers →

Mbe Holdings Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Mkscogna, Inc. 401(k) Profit Sharing Plan in CA ($68K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Mbe Holdings Inc. 401(k) Plan assets move in 2023? ▼
Mbe Holdings Inc. 401(k) Plan declined sharply - down 21.0% during 2023, from $86K to $68K. Reported net income was -$18K.
How have Mbe Holdings Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mbe Holdings Inc.'s sponsor-wide assets declined 5.5%, from $187K to $177K.
Where does Mbe Holdings Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Mbe Holdings Inc. 401(k) Plan ranks in the 5th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Mbe Holdings Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mkscogna, Inc. 401(k) Profit Sharing Plan in CA ($68K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Mbe Holdings Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 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 454926192.

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.