401(k) · DOL Form 5500 · 2023

Mobley & Associates Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
24th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Mobley Associates 401(k) · Sponsored by Mobley & Associates Inc. · Illinois · Administrative & Support Services

$1M in assets, 1 participants

Mobley & Associates Inc.'s Mobley Associates 401(k) reported $1M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #2,063 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Mobley Associates 401(k) ranks #2,063 of 4,372 2023 filers by assets (2808% of the sector average)-$1M for 1 participant.

#2,063
in Administrative & Support Services (4,372 peers)
-10.8%
assets change YoY

The plan reported a net loss of $125K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mobley Associates 401(k) among the smaller filed plans by assets

Mobley Associates 401(k) vs every filed plan by assets

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

$1,027,371 24th percentile higher than 24% 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

Mobley Associates 401(k) among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mobley Associates 401(k) is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mobley Associates 401(k) reported net income fell from $1M in the plan year 2022 filing to -$125K in the plan year 2023 filing.
  • Mobley Associates 401(k) end-of-year assets fell from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 883349456 · Mobley & Associates Inc. PY 2023 · 401(k)

Mobley Associates 401(k) · $1M · 1 · 24th

  • PHOTO $1M
  • PHOTO 1
  • PHOTO 24th
  • PHOTO 401(k)
  • PHOTO near Prestige Worldwide Usvi Inc 401(k) Trust
  • PHOTO ind #2063

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 Illinois →

Mobley Associates 401(k) in the asset neighbourhood

Mobley Associates 401(k)$1MPrestige Worldwide Usvi Inc 401(k) TrustPrestige Worldwide Usvi Inc …$1MOrlando Rehabilitation Group Inc 401(k) PlanOrlando Rehabilitation Group…$1MMartha L. Garzon, Dmd, Ms 401(k)Martha L. Garzon, Dmd, Ms 40…$1MJoseph Sciacca & Company, Cpas, P.C. 401(k) PlanJoseph Sciacca & Company, Cp…$1M
End-of-year total assets ($M) among Mobley Associates 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$125K
Employer EIN883349456
Plan Effective Date2022-07-22
Filing StatusFILING RECEIVED

Sponsor Plan History (Mobley & Associates Inc.)

Sponsor-wide plan assets over time

All Mobley & Associates Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 10.828784524008947% vs 2022
2023 filing year
$1M$1.05M$1.1M$1.15M$1.2M 20222023 $1.15M $1.03M ▼ -10.4%
Year Plans Participants Total Assets
2022 1 1 $1M
2023 1 1 $1M

Nearby 401(k) Plans in Illinois

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

Mobley Associates 401(k) vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Mobley Associates 401(k), Total assets ($B): 0.001027371 · Participants: 1Mobley Associates 401(k)Accenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Mobley Associates 401(k) vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Mobley Associates 401(k) side-by-side with 3 peers →

Mobley Associates 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Prestige Worldwide Usvi Inc 401(k) Trust in FL ($1M); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Mobley Associates 401(k) assets move in 2023? ▼
Mobley Associates 401(k) pulled back noticeably - down 10.8% during 2023, from $1M to $1M. Reported net income was -$125K.
How have Mobley & Associates Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Mobley & Associates Inc.'s sponsor-wide assets declined 10.8%, from $1M to $1M.
Where does Mobley Associates 401(k) rank by assets among Form 5500 filers? ▼
Mobley Associates 401(k) ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Mobley Associates 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Prestige Worldwide Usvi Inc 401(k) Trust in FL ($1M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Mobley Associates 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 883349456.

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.