401(k) · DOL Form 5500 · 2024

Mbs Asset Management LLC 401(k) Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
723
Participants Near avg headcount
86th
Percentile by assets National rank
$78,391
Avg per participant Below avg balance/head
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Official DOL plan name: Mbs Asset Management, LLC 401(k) Plan · Sponsored by Mbs Asset Management LLC · California · Professional & Technical Services

$57M in assets, 723 participants

Mbs Asset Management LLC's Mbs Asset Management, LLC 401(k) Plan reported $57M in total assets and 723 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #17,429 in Professional & Technical Services (20,173 peers)

Where Mbs Asset Management, LLC 401(k) Plan sits by assets

Mbs Asset Management, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $57M for 723 participants (~$78,391/participant), up 20.6% in 2024.

#17,429
in Professional & Technical Services (20,173 peers)
+20.6%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Mbs Asset Management, LLC 401(k) Plan's outsized position by total assets

Mbs Asset Management, LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$56,676,450 Top 14% higher than 86% of 123,620 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 2024

Mbs Asset Management, LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mbs Asset Management, LLC 401(k) Plan sits mid-pack in the medium band (723 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mbs Asset Management, LLC 401(k) Plan end-of-year assets rose from $47M in the plan year 2023 filing to $57M in the plan year 2024 filing.
  • Mbs Asset Management, LLC 401(k) Plan reported net income fell from $11M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Mbs Asset Management, LLC 401(k) Plan reported participants fell from 799 in the plan year 2023 filing to 723 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 275242020 · Mbs Asset Management LLC PY 2024 · 401(k)

Mbs Asset Management, LLC 401(k) Plan · $57M · 723 · 86th

  • PCT $57M
  • PCT 723
  • PCT 86th
  • PCT 401(k)
  • PCT near Cme Associates 401(k) Profit Sharing Plan
  • PCT ind #17429

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 Professional & Technical Services retirement plans → · Plans in California →

Mbs Asset Management, LLC 401(k) Plan in the asset neighbourhood

Bohannan-Huston, Inc. 401(k) Profit Sharing PlanBohannan-Huston, Inc. 401(k)…$57MMbs Asset Management, LLC 401(k) PlanMbs Asset Management, LLC 40…$57MCme Associates 401(k) Profit Sharing PlanCme Associates 401(k) Profit…$57MMetrea LLC 401(k) Plan$57MVantage West Credit Union 401(k) PlanVantage West Credit Union 40…$57M
End-of-year total assets ($M) among Mbs Asset Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$57M
Net Income$10M
Employer EIN275242020
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mbs Asset Management LLC)

Sponsor-wide plan assets over time

All Mbs Asset Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$57M 58.59296396356364% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $35.7M $56.7M ▲ +58.6%
Year Plans Participants Total Assets
2022 1 578 $36M
2023 1 799 $47M
2024 1 723 $57M

Nearby 401(k) Plans in California

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

Mbs Asset Management, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Mbs Asset Management, LLC 401(k) Plan, Total assets ($B): 0.05667645 · Participants: 723Mbs Asset Management, LLC 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Mbs Asset Management, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Mbs Asset Management, LLC 401(k) Plan side-by-side with 3 peers →

Mbs Asset Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Cme Associates 401(k) Profit Sharing Plan in NJ ($57M); by covered participants it is Seneca Holdings, LLC 401(k) Retirement Savings Plan in NY (723 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($57M here).

Similar participant headcount

Nearest other-state filings by covered participants (723 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mbs Asset Management, LLC 401(k) Plan assets move in 2024? ▼
Mbs Asset Management, LLC 401(k) Plan grew sharply - up 20.6% during 2024, from $47M to $57M. Reported net income was $10M.
How have Mbs Asset Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mbs Asset Management LLC's sponsor-wide assets grew 58.6%, from $36M to $57M.
Where does Mbs Asset Management, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Mbs Asset Management, LLC 401(k) Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Mbs Asset Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cme Associates 401(k) Profit Sharing Plan in NJ ($57M, 282 participants).
Which 401(k) plans cover a similar participant headcount to Mbs Asset Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Seneca Holdings, LLC 401(k) Retirement Savings Plan in NY (723 participants, $41M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 275242020.

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.