Profit Sharing · DOL Form 5500 · 2023

Mbi, Inc. Profit Sharing Plan

Data updated 2026-08-25

$111M
Total assets Near avg plan size
333
Participants Below avg headcount
92nd
Percentile by assets National rank
$334,519
Avg per participant High balance/head
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Official DOL plan name: Mbi, Inc. Profit Sharing Plan & Trust · Sponsored by Mbi, Inc. · Connecticut · Retail Trade

$111M in assets, 333 participants

Mbi, Inc.'s Mbi, Inc. Profit Sharing Plan & Trust reported $111M in total assets and 333 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #8,037 in Retail Trade (8,414 peers)

Coverage in Connecticut

Mbi, Inc. Profit Sharing Plan & Trust covers 333 participants in Connecticut, about 46% of the average Connecticut filer (state average ~718 per filing). Assets: $111M.

#8,037
in Retail Trade (8,414 peers)
+22.9%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Mbi, Inc. Profit Sharing Plan & Trust's outsized position by total assets

Mbi, Inc. Profit Sharing Plan & Trust vs every filed plan by assets

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

$111,394,663 Top 8% higher than 92% 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

Mbi, Inc. 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. Mbi, Inc. Profit Sharing Plan & Trust sits mid-pack in the medium band (333 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mbi, Inc. Profit Sharing Plan & Trust reported net income rose from $5M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Mbi, Inc. Profit Sharing Plan & Trust end-of-year assets rose from $91M in the plan year 2022 filing to $111M in the plan year 2023 filing.
  • Mbi, Inc. Profit Sharing Plan & Trust reported participants rose from 327 in the plan year 2022 filing to 333 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 060902721 · Mbi, Inc. PY 2023 · Profit Sharing

Mbi, Inc. Profit Sharing Plan & Trust · $111M · 333 · 92nd

  • NET $111M
  • NET 333
  • NET 92nd
  • NET Profit Sharing
  • NET near Brooks Rehabilitation 403(b) Retirement Plan
  • NET ind #8037

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 Retail Trade retirement plans → · Plans in Connecticut →

Mbi, Inc. Profit Sharing Plan & Trust in the asset neighbourhood

Mbi, Inc. Profit Sharing Plan & TrustMbi, Inc. Profit Sharing Pla…$111MBrooks Rehabilitation 403(b) Retirement PlanBrooks Rehabilitation 403(b)…$111MHealthalliance Partnership Retirement Savings PlanHealthalliance Partnership R…$111MUfcw Local 342 Savings and 401(k) PlanUfcw Local 342 Savings and 4…$111MDuquesne Family Office LLC Profit Sharing PlanDuquesne Family Office LLC P…$110M
End-of-year total assets ($M) among Mbi, Inc. Profit Sharing Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$91M
Net Assets (End of Year)$111M
Net Income$21M
Employer EIN060902721
Plan Effective Date1973-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mbi, Inc.)

Sponsor-wide plan assets over time

All Mbi, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$175M 23.210167910566604% vs 2022
2024 filing year
$130M$140M$150M$160M$170M$180M 202220232024 $142M $175M ▲ +23.2%
Year Plans Participants Total Assets
2022 2 713 $142M
2023 2 710 $171M
2024 2 673 $175M

Nearby Profit Sharing Plans in Connecticut

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Mbi, Inc. Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 00.511.5 Total assets ($B) Participants Mbi, Inc. Profit Sharing Plan & Trust, Total assets ($B): 0.111394663 · Participants: 333Mbi, Inc. Profit Sharing Plan & TrustNorth Atlantic States Carpenters Annuity Plan, Total assets ($B): 1.288455949 · Participants: 11025North Atlantic States Carpenters Annuity PlanConnecticut Children's Retirement Savings Plan, Total assets ($B): 0.466980856 · Participants: 3094Connecticut Children's Retirement Savings PlanThe Lee Company Profit Sharing Plan, Total assets ($B): 0.449271257 · Participants: 989The Lee Company Profit Sharing PlanConnecticut Pipetrades Local No. 777 Annuity Plan, Total assets ($B): 0.245691491 · Participants: 2559Connecticut Pipetrades Local No. 777 Annuity PlanConnecticut Laborers' Annuity Plan, Total assets ($B): 0.24493598 · Participants: 3065Connecticut Laborers' Annuity Plan
Mbi, Inc. Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Connecticut, assets vs. participants
Compare Mbi, Inc. Profit Sharing Plan & Trust side-by-side with 3 peers →

Mbi, Inc. Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Connecticut, the nearest Profit Sharing by assets is Brooks Rehabilitation 403(b) Retirement Plan in FL ($111M); by covered participants it is Sheet Metal Workers Local 44 Annuity Fund in PA (333 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (333 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 Mbi, Inc. Profit Sharing Plan & Trust assets move in 2023? ▼
Mbi, Inc. Profit Sharing Plan & Trust grew sharply - up 22.9% during 2023, from $91M to $111M. Reported net income was $21M.
How have Mbi, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mbi, Inc.'s sponsor-wide assets grew 23.2%, from $142M to $175M.
Where does Mbi, Inc. Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Mbi, Inc. Profit Sharing Plan & Trust ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Mbi, Inc. Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Brooks Rehabilitation 403(b) Retirement Plan in FL ($111M, 1,756 participants).
Which Profit Sharing plans cover a similar participant headcount to Mbi, Inc. Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sheet Metal Workers Local 44 Annuity Fund in PA (333 participants, $47M 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 060902721.

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.