401(k) · DOL Form 5500 · 2023

Mbr Real Estate, Inc. 401(k) Plan

Data updated 2026-08-25

$366K
Total assets Small plan by assets
3
Participants Small participant base
15th
Percentile by assets National rank
$121,929
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Michael B. Rubin Profit Sharing 401(k) Plan · Sponsored by Mbr Real Estate, Inc. · California · Real Estate

$366K in assets, 3 participants

Mbr Real Estate, Inc.'s Michael B. Rubin Profit Sharing 401(k) Plan reported $366K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

  • #1,168 in Real Estate (4,727 peers)

Mbr Real Estate, Inc. multi-year trail

Mbr Real Estate, Inc.'s plans moved +218.8% in assets from 2023 to 2024; this filing shows Michael B. Rubin Profit Sharing 401(k) Plan at $366K / 3 participants.

#1,168
in Real Estate (4,727 peers)
-66.6%
assets change YoY

The plan reported a net loss of $731K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Michael B. Rubin Profit Sharing 401(k) Plan among the smaller filed plans by assets

Michael B. Rubin Profit Sharing 401(k) Plan vs every filed plan by assets

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

$365,786 15th percentile higher than 15% 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

Michael B. Rubin Profit Sharing 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. Michael B. Rubin Profit Sharing 401(k) Plan is a micro filing (3 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 461362397 · Mbr Real Estate, Inc. PY 2023 · 401(k)

Michael B. Rubin Profit Sharing 401(k) Plan · $366K · 3 · 15th

  • EIN $366K
  • RANK 3
  • PHOTO 15th
  • IND 401(k)
  • EOY near Dawnstar Properties Inc. 401(k) Plan
  • 5500 ind #1168

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 Real Estate retirement plans → · Plans in California →

Michael B. Rubin Profit Sharing 401(k) Plan in the asset neighbourhood

Michael B. Rubin Profit Sharing 401(k) PlanMichael B. Rubin Profit Shar…$366KDawnstar Properties Inc. 401(k) PlanDawnstar Properties Inc. 401…$366KB&m Integrity, Inc. 401(k) PlanB&m Integrity, Inc. 401(k) P…$366KPrasada Cwb 401(k) Plan$366KKmb Facility Solutions, Inc. 401(k) Profit Sharing PlanKmb Facility Solutions, Inc.…$366K
End-of-year total assets ($M) among Michael B. Rubin Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mbr Real Estate, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Mbr Real Estate, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 218.80006342506272% vs 2023
2024 filing year
$0M$0.5M$1M$1.5M 20232024 $0.37M $1.17M ▲ +216.2%
Year Plans Participants Total Assets
2023 1 3 $366K
2024 1 3 $1M

Mbr Real Estate, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$366K
Net Income-$731K
Employer EIN461362397
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Michael B. Rubin Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Michael B. Rubin Profit Sharing 401(k) Plan, Total assets ($B): 0.000365786 · Participants: 3Michael B. Rubin Profit Sharing 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Michael B. Rubin Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Michael B. Rubin Profit Sharing 401(k) Plan side-by-side with 3 peers →

Michael B. Rubin Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Dawnstar Properties Inc. 401(k) Plan in TX ($366K); 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.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($366K here).

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 Michael B. Rubin Profit Sharing 401(k) Plan assets move in 2023? ▼
Michael B. Rubin Profit Sharing 401(k) Plan contracted severely - down 66.6% during 2023, from $1M to $366K. Reported net income was -$731K.
How have Mbr Real Estate, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Mbr Real Estate, Inc.'s sponsor-wide assets grew 218.8%, from $366K to $1M.
Where does Michael B. Rubin Profit Sharing 401(k) Plan rank by assets among Form 5500 filers? ▼
Michael B. Rubin Profit Sharing 401(k) Plan ranks in the 15th 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 Michael B. Rubin Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dawnstar Properties Inc. 401(k) Plan in TX ($366K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Michael B. Rubin Profit Sharing 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 461362397.

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.