401(k) · DOL Form 5500 · 2023

Mahindra USA, Inc 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
233
Participants Below avg headcount
57th
Percentile by assets National rank
$39,772
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mahindra USA, Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Mahindra USA, Inc · Texas · Manufacturing

$9M in assets, 233 participants

Mahindra USA, Inc's Mahindra USA, Inc 401(k) Profit Sharing Plan & Trust reported $9M in total assets and 233 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #7,994 in Manufacturing (18,722 peers)

Coverage in Texas

Mahindra USA, Inc 401(k) Profit Sharing Plan & Trust covers 233 participants in Texas, about 34% of the average Texas filer (state average ~688 per filing). Assets: $9M.

#7,994
in Manufacturing (18,722 peers)
+75.1%
assets growth YoY

Mahindra USA, Inc 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Manufacturing and all filers

Mahindra USA, Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$9,266,827 Top 43% higher than 57% 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

Mahindra USA, Inc 401(k) Profit Sharing Plan & Trust 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. Mahindra USA, Inc 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (233 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mahindra USA, Inc 401(k) Profit Sharing Plan & Trust reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Mahindra USA, Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $5M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Mahindra USA, Inc 401(k) Profit Sharing Plan & Trust reported participants rose from 158 in the plan year 2022 filing to 233 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 760438770 · Mahindra USA, Inc PY 2023 · 401(k)

Mahindra USA, Inc 401(k) Profit Sharing Plan & Trust · $9M · 233 · 57th

  • PART $9M
  • TYPE 233
  • NET 57th
  • BOOK 401(k)
  • VS-ST near Pritchett Controls, Inc. 401(k) Savings Plan
  • BOY ind #7994

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 Manufacturing retirement plans → · Plans in Texas →

Mahindra USA, Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Mahindra USA, Inc 401(k) Profit Sharing Plan & TrustMahindra USA, Inc 401(k) Pro…$9MPritchett Controls, Inc. 401(k) Savings PlanPritchett Controls, Inc. 401…$9MWarshauer Electric Supply Comp 401(k) Profit Sharing Plan & TrustWarshauer Electric Supply Co…$9MSpagnolo/Gisness & Associates, Inc 401(k) Profit Sharing PlanSpagnolo/Gisness & Associate…$9MCertor Sports, LLC 401(k) Savings PlanCertor Sports, LLC 401(k) Sa…$9M
End-of-year total assets ($M) among Mahindra USA, Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN760438770
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mahindra USA, Inc)

Sponsor-wide plan assets over time

All Mahindra USA, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$10M 92.32792503961723% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $5.29M $10.2M ▲ +92.4%
Year Plans Participants Total Assets
2022 1 158 $5M
2023 1 233 $9M
2024 1 254 $10M

Nearby 401(k) Plans in Texas

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

Mahindra USA, Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Mahindra USA, Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.009266827 · Participants: 233Mahindra USA, Inc 401(k) Profit Sharing Plan & TrustAT&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
Mahindra USA, Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Mahindra USA, Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Mahindra USA, Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Pritchett Controls, Inc. 401(k) Savings Plan in MD ($9M); by covered participants it is Decco, Inc. 401(k) Ps Plan in NH (233 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (233 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 Mahindra USA, Inc 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Mahindra USA, Inc 401(k) Profit Sharing Plan & Trust surged - up 75.1% during 2023, from $5M to $9M. Reported net income was $2M.
How have Mahindra USA, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mahindra USA, Inc's sponsor-wide assets grew 92.3%, from $5M to $10M.
Which 401(k) plans are similar in size to Mahindra USA, Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Pritchett Controls, Inc. 401(k) Savings Plan in MD ($9M, 74 participants).
Which 401(k) plans cover a similar participant headcount to Mahindra USA, Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Decco, Inc. 401(k) Ps Plan in NH (233 participants, $29M 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 760438770.

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.