401(k) · DOL Form 5500 · 2024

Marbridge Foundation, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
227
Participants Below avg headcount
44th
Percentile by assets National rank
$24,330
Avg per participant Low balance/head
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Official DOL plan name: Marbridge Foundation 401(k) Plan · Sponsored by Marbridge Foundation, Inc. · Texas · Healthcare & Social Assistance

$6M in assets, 227 participants

Marbridge Foundation, Inc.'s Marbridge Foundation 401(k) Plan reported $6M in total assets and 227 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #7,982 in Healthcare & Social Assistance (16,916 peers)

Coverage in Texas

Marbridge Foundation 401(k) Plan covers 227 participants in Texas, about 33% of the average Texas filer (state average ~688 per filing). Assets: $6M.

#7,982
in Healthcare & Social Assistance (16,916 peers)
+12.0%
assets growth YoY

Marbridge Foundation 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Marbridge Foundation 401(k) Plan vs every filed plan by assets

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

$5,523,023 44th percentile higher than 44% 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

Marbridge Foundation 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. Marbridge Foundation 401(k) Plan sits mid-pack in the medium band (227 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Marbridge Foundation 401(k) Plan reported net income fell from $873K in the plan year 2023 filing to $590K in the plan year 2024 filing.
  • Marbridge Foundation 401(k) Plan reported participants fell from 266 in the plan year 2023 filing to 227 in the plan year 2024 filing.
  • Marbridge Foundation 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 741183095 · Marbridge Foundation, Inc. PY 2024 · 401(k)

Marbridge Foundation 401(k) Plan · $6M · 227 · 44th

  • ASSETS $6M
  • ASSETS 227
  • ASSETS 44th
  • ASSETS 401(k)
  • ASSETS near Abha Architects Inc 401(k) Profit Sharing Plan & Trust
  • ASSETS ind #7982

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 Healthcare & Social Assistance retirement plans → · Plans in Texas →

Marbridge Foundation 401(k) Plan in the asset neighbourhood

Marbridge Foundation 401(k) PlanMarbridge Foundation 401(k) …$6MAbha Architects Inc 401(k) Profit Sharing Plan & TrustAbha Architects Inc 401(k) P…$6MRyco 401(k) Plan$6MNewk's 401(k) Plan$6MR.L. Jordan Oil Company of Nc, Inc. 401(k)R.L. Jordan Oil Company of N…$6M
End-of-year total assets ($M) among Marbridge Foundation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$590K
Employer EIN741183095
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marbridge Foundation, Inc.)

Sponsor-wide plan assets over time

All Marbridge Foundation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 36.0326368596419% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M$6M 202220232024 $4.06M $5.52M ▲ +36.0%
Year Plans Participants Total Assets
2022 1 262 $4M
2023 1 266 $5M
2024 1 227 $6M

Nearby 401(k) Plans in Texas

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

Marbridge Foundation 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Marbridge Foundation 401(k) Plan, Total assets ($B): 0.005523023 · Participants: 227Marbridge Foundation 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Marbridge Foundation 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Marbridge Foundation 401(k) Plan side-by-side with 3 peers →

Marbridge Foundation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Abha Architects Inc 401(k) Profit Sharing Plan & Trust in DE ($6M); by covered participants it is Its-Sprinturf Holdings, LLC Retirement Plan in SC (227 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (227 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 Marbridge Foundation 401(k) Plan assets move in 2024? ▼
Marbridge Foundation 401(k) Plan grew at a solid clip - up 12.0% during 2024, from $5M to $6M. Reported net income was $590K.
How have Marbridge Foundation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marbridge Foundation, Inc.'s sponsor-wide assets grew 36.0%, from $4M to $6M.
Which 401(k) plans are similar in size to Marbridge Foundation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Abha Architects Inc 401(k) Profit Sharing Plan & Trust in DE ($6M, 19 participants).
Which 401(k) plans cover a similar participant headcount to Marbridge Foundation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Its-Sprinturf Holdings, LLC Retirement Plan in SC (227 participants, N/A 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 741183095.

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.