401(k) · DOL Form 5500 · 2023

Mbo Partners 401(k) Plan

Data updated 2026-08-25

$74M
Total assets Below avg plan size: N/A
Participants Small participant base: 89th
Percentile by assets National rank

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Official DOL plan name: Mbo Associate 401(k) Plan · Sponsored by Mbo Partners · Virginia · Administrative & Support Services

$74M in assets, N/A participants

Mbo Partners's Mbo Associate 401(k) Plan reported $74M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

#4,148 in Administrative & Support Services (4,372 peers)

Where Mbo Associate 401(k) Plan sits by assets

Mbo Associate 401(k) Plan sits in the top quartile of all filed plans by assets, $74M for N/A participants, up 11.4% in 2023.

#4,148
in Administrative & Support Services (4,372 peers): +11.4%
assets growth YoY: 0.7×
vs typical plan assets (national mean)

Mbo Associate 401(k) Plan's outsized position by total assets

Mbo Associate 401(k) Plan vs every filed plan by assets

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

$74,400,615 Top 11% higher than 89% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Mbo Associate 401(k) Plan reported net income rose from -$21M in the plan year 2022 filing to $8M in the plan year 2023 filing.
Mbo Associate 401(k) Plan reported participants fell from 1 in the plan year 2022 filing to N/A in the plan year 2023 filing.
Mbo Associate 401(k) Plan end-of-year assets rose from $67M in the plan year 2022 filing to $74M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 222609042 · Mbo Partners PY 2023 · 401(k)

Mbo Associate 401(k) Plan · $74M · N/A · 89th

IND $74M
EOY N/A
5500 89th
ASSETS 401(k)
PCT near Concord Orthopaedics Professional Association 401(k) Profit Sharing Plan and Trust
EIN ind #4148

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 Administrative & Support Services retirement plans → · Plans in Virginia →

End-of-year total assets ($M) among Mbo Associate 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$67M
Net Assets (End of Year)	$74M
Net Income	$8M
Employer EIN	222609042
Plan Effective Date	2001-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Mbo Partners)

Latest sponsor-wide plan assets: $99M 21.65014049596918% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	134	$81M
2023	2	162	$92M
2024	2	148	$99M

Nearby 401(k) Plans in Virginia

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

Mbo Associate 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants

Northrop Grumman Savings Plan $36.2B · 97,987
401(k) Pension Plan $15.0B · 62,467
General Dynamics Corporation 401(k) Plan 6.0 $11.2B · 48,860
Leidos, Inc. Retirement Plan $10.6B · 27,043
Bae Systems Employees' Savings and Investment Plan $9.4B · 31,681

Compare Mbo Associate 401(k) Plan side-by-side with 3 peers →

Mbo Associate 401(k) Plan's closest out-of-state 401(k) peers by assets

Outside Virginia, the nearest 401(k) by end-of-year assets is Concord Orthopaedics Professional Association 401(k) Profit Sharing Plan and Trust in NH at $74M (this filing: $74M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($74M here).

Concord Orthopaedics Professional Association 401(k) Profit Sharing Plan and Trust (NH) $74M · 187
Ross & Yerger Insurance, Inc. Ksop (MS) $74M · 141
The Dixie Group, Inc. 401(k) Retirement Savings Plan (GA) $74M · 899
Otter Products, LLC 401(k) Plan (CO) $74M · 1,019

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 Mbo Associate 401(k) Plan assets move in 2023? ▼

Mbo Associate 401(k) Plan grew at a solid clip - up 11.4% during 2023, from $67M to $74M. Reported net income was $8M.

How have Mbo Partners plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Mbo Partners's sponsor-wide assets grew 21.7%, from $81M to $99M.

Where does Mbo Associate 401(k) Plan rank by assets among Form 5500 filers? ▼

Mbo Associate 401(k) Plan ranks in the 89th 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 Mbo Associate 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Concord Orthopaedics Professional Association 401(k) Profit Sharing Plan and Trust in NH ($74M, 187 participants).

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 222609042.