401(k) · DOL Form 5500 · 2023

Mbk Real Estate LLC 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
1,944
Participants Near avg headcount
79th
Percentile by assets National rank
$15,569
Avg per participant Low balance/head
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Official DOL plan name: Mbk Real Estate LLC 401(k) Plan · Sponsored by Mbk Real Estate LLC · California · Real Estate

$30M in assets, 1,944 participants

Mbk Real Estate LLC's Mbk Real Estate LLC 401(k) Plan reported $30M in total assets and 1,944 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #4,304 in Real Estate (4,727 peers)

Coverage in California

Mbk Real Estate LLC 401(k) Plan covers 1,944 participants in California, 3.1x the typical California plan (state average ~630 per filing). Assets: $30M.

#4,304
in Real Estate (4,727 peers)
+26.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Mbk Real Estate LLC 401(k) Plan's outsized position by total assets

Mbk Real Estate LLC 401(k) Plan vs every filed plan by assets

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

$30,265,539 Top 21% higher than 79% 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

Mbk Real Estate LLC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mbk Real Estate LLC 401(k) Plan lands in the large band (1,944 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mbk Real Estate LLC 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Mbk Real Estate LLC 401(k) Plan end-of-year assets rose from $24M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Mbk Real Estate LLC 401(k) Plan reported participants fell from 2,062 in the plan year 2022 filing to 1,944 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 330393742 · Mbk Real Estate LLC PY 2023 · 401(k)

Mbk Real Estate LLC 401(k) Plan · $30M · 1,944 · 79th

  • PART $30M
  • PART 1,944
  • PART 79th
  • PART 401(k)
  • PART near Reged 401(k) Plan
  • PART ind #4304

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 →

Mbk Real Estate LLC 401(k) Plan in the asset neighbourhood

Mbk Real Estate LLC 401(k) PlanMbk Real Estate LLC 401(k) P…$30MMembers Cooperative Credit Union 401(k) Savings PlanMembers Cooperative Credit U…$30MAnthony & Sylvan Pools 401(k) PlanAnthony & Sylvan Pools 401(k…$30MLafrance Corp Cash or Deferred Profit Sharing PlanLafrance Corp Cash or Deferr…$30MReged 401(k) Plan$30M
End-of-year total assets ($M) among Mbk Real Estate LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$30M
Net Income$6M
Employer EIN330393742
Plan Effective Date1988-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mbk Real Estate LLC)

Sponsor-wide plan assets over time

All Mbk Real Estate LLC plans reported in each filing year

Latest sponsor-wide plan assets
$34M 42.493135900988264% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $23.9M $34.1M ▲ +42.5%
Year Plans Participants Total Assets
2022 1 2,062 $24M
2023 1 1,944 $30M
2024 1 2,598 $34M

Nearby 401(k) Plans in California

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

Mbk Real Estate LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Mbk Real Estate LLC 401(k) Plan, Total assets ($B): 0.030265539 · Participants: 1944Mbk Real Estate LLC 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
Mbk Real Estate LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Mbk Real Estate LLC 401(k) Plan side-by-side with 3 peers →

Mbk Real Estate LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Reged 401(k) Plan in NC ($30M); by covered participants it is Nationshearing LLC 401(k) Profit Sharing Plan Trust in FL (1,944 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,944 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 Mbk Real Estate LLC 401(k) Plan assets move in 2023? ▼
Mbk Real Estate LLC 401(k) Plan grew sharply - up 26.5% during 2023, from $24M to $30M. Reported net income was $6M.
How have Mbk Real Estate LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mbk Real Estate LLC's sponsor-wide assets grew 42.5%, from $24M to $34M.
Where does Mbk Real Estate LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Mbk Real Estate LLC 401(k) Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Mbk Real Estate LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Reged 401(k) Plan in NC ($30M, 303 participants).
Which 401(k) plans cover a similar participant headcount to Mbk Real Estate LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nationshearing LLC 401(k) Profit Sharing Plan Trust in FL (1,944 participants, $6M 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 330393742.

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.