401(k) · DOL Form 5500 · 2023
Members Benefit Corp. 401(k) Plan
Data updated 2026-08-25
- $132M
- Total assets Near avg plan size
- 2,914
- Participants Above avg headcount
- 93rd
- Percentile by assets National rank
- $45,411
- Avg per participant Low balance/head
Official DOL plan name: Members 401(k) Advantage · Sponsored by Members Benefit Corp. · Florida · Other Services
$132M in assets, 2,914 participants
Members Benefit Corp.'s Members 401(k) Advantage reported $132M in total assets and 2,914 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #7,674 in Other Services (7,857 peers)
Coverage in Florida
Members 401(k) Advantage covers 2,914 participants in Florida, 4.6x the typical Florida plan (state average ~628 per filing). Assets: $132M.
- #7,674
- in Other Services (7,857 peers)
- +6.1%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
Members 401(k) Advantage's outsized position by total assets
Members 401(k) Advantage vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$132,329,077 Top 7% higher than 93% 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
Members 401(k) Advantage'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. Members 401(k) Advantage lands in the large band (2,914 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Members 401(k) Advantage reported net income rose from -$16M in the plan year 2022 filing to $21M in the plan year 2023 filing.
- Members 401(k) Advantage reported participants fell from 3,115 in the plan year 2022 filing to 2,914 in the plan year 2023 filing.
- Members 401(k) Advantage end-of-year assets rose from $125M in the plan year 2022 filing to $132M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 461357384 · Members Benefit Corp. PY 2023 · 401(k)
Members 401(k) Advantage · $132M · 2,914 · 93rd
- EIN $132M
- EIN 2,914
- EIN 93rd
- EIN 401(k)
- EIN near The Yates Companies, Inc. 401(k) Plan
- EIN ind #7674
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 Other Services retirement plans → · Plans in Florida →
Members 401(k) Advantage in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $125M |
|---|---|
| Net Assets (End of Year) | $132M |
| Net Income | $21M |
| Employer EIN | 461357384 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Members Benefit Corp.)
Sponsor-wide plan assets over time
All Members Benefit Corp. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,400 | $143M |
| 2023 | 2 | 4,385 | $153M |
| 2024 | 1 | 1,402 | N/A |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Members 401(k) Advantage's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is The Yates Companies, Inc. 401(k) Plan in MS ($132M); by covered participants it is Chugach 401(k) Plan in AK (2,914 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($132M here).
- The Yates Companies, Inc. 401(k) Plan (MS) $132M · 3,568
- Ea Engineering, Science, and Technology, Inc., Pbc Savings and Retirement Plan (MD) $132M · 727
- Ny Hotels Trades Council & Assn. of Nyc, Inc Employee Benefit Funds Staff Retirement Plan and Trust (NY) $132M · 715
- Austin Powder 401(k) Profit Sharing Plan (OH) $132M · 1,227
Similar participant headcount
Nearest other-state filings by covered participants (2,914 participants); asset peers above are excluded.
- Chugach 401(k) Plan (AK) 2,914 · 0 off
- Ebenezer Society 401(k) Profit-Sharing Plan (MN) 2,914 · 0 off
- Coolsys, Inc. 401(k) Plan (CA) 2,913 · 1 off
- Barnes & Noble Education 401(k) Plan (NJ) 2,916 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.