Other
2023 plan-year Other DOL Form 5500

Mission Bell Mfg, Inc. Employee Stock Ownership Plan

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

Sponsored by Mission Bell Mfg, Inc. · California · Manufacturing

What the 2023 filing shows

Mission Bell Mfg, Inc. Employee Stock Ownership Plan holds $336K for 298 participants — about $1,128 per participant, down 94.3% over the 2023 plan year.

$336K
total plan assets (2023 EOY)
298
covered participants
$1,128
avg assets per participant
-94.3%
assets change YoY

The plan reported a net loss of $3M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$336K
Participants
298
State
Industry
Manufacturing

What the Filing Says About Mission Bell Mfg, Inc. Employee Stock Ownership Plan

Mission Bell Mfg, Inc. Employee Stock Ownership Plan is a Other retirement plan sponsored by Mission Bell Mfg, Inc., headquartered in California. As of the 2023 Form 5500 filing, the plan reports $336K in total end-of-year assets and covers 298 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 881255024, and the plan has been effective since 2022-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $6M at the beginning of 2023 to $336K at year-end — a decline of 94.3%. Net assets (after liabilities) closed the year at $-13,473,826, with reported net income of $-3,396,549 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)$6M
Total Assets (End of Year)$336K
Net Assets (End of Year)$-13,473,826
Net Income$-3,396,549
Plan TypeOther
Employer EIN881255024
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mission Bell Mfg, Inc.)

Year Plans Participants Total Assets
2022 2 352 $11M
2023 1 298 $336K
2024 1 230 $329K

Nearby Other Plans in California

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Mission Bell Mfg, Inc. Employee Stock Ownership Plan?
As of the 2023 Form 5500 filing, Mission Bell Mfg, Inc. Employee Stock Ownership Plan holds $336K in total assets with 298 participants. It is sponsored by Mission Bell Mfg, Inc..
What type of plan is Mission Bell Mfg, Inc. Employee Stock Ownership Plan?
Mission Bell Mfg, Inc. Employee Stock Ownership Plan is a Other plan. It has been effective since 2022-01-01. The plan is filed with the U.S. Department of Labor under EIN 881255024.
Who sponsors the Mission Bell Mfg, Inc. Employee Stock Ownership Plan?
Mission Bell Mfg, Inc. Employee Stock Ownership Plan is sponsored by Mission Bell Mfg, Inc., located in California. The sponsor's EIN is 881255024 and the plan operates in the Manufacturing industry.
How did Mission Bell Mfg, Inc. Employee Stock Ownership Plan perform in 2023?
Mission Bell Mfg, Inc. Employee Stock Ownership Plan declined by 94.3% during 2023, moving from $6M to $336K in total assets. Net income was $-3,396,549.
Where can I find official filings for Mission Bell Mfg, Inc. Employee Stock Ownership Plan?
Official Form 5500 filings for Mission Bell Mfg, Inc. Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 881255024 or plan name at efast.dol.gov.
How does Mission Bell Mfg, Inc. Employee Stock Ownership Plan compare to other plans?
You can compare Mission Bell Mfg, Inc. Employee Stock Ownership Plan against other Other plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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 881255024.

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.