401(k) · DOL Form 5500 · 2024
Municipal Securities Rulemaking Board 401(k) Plan
Data updated 2026-08-25
- $53M
- Total assets Below avg plan size
- 127
- Participants Small participant base
- 85th
- Percentile by assets National rank
- $418,611
- Avg per participant High balance/head
Official DOL plan name: Msrb 401(k) Retirement Plan · Sponsored by Municipal Securities Rulemaking Board · District of Columbia · Finance & Insurance
$53M in assets, 127 participants
Municipal Securities Rulemaking Board's Msrb 401(k) Retirement Plan reported $53M in total assets and 127 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- #6,542 in Finance & Insurance (8,549 peers)
Coverage in District of Columbia
Msrb 401(k) Retirement Plan covers 127 participants in District of Columbia, about 9% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $53M.
- #6,542
- in Finance & Insurance (8,549 peers)
- +26.4%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Msrb 401(k) Retirement Plan's outsized position by total assets
Msrb 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$53,163,639 Top 15% higher than 85% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Msrb 401(k) Retirement 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. Msrb 401(k) Retirement Plan sits mid-pack in the medium band (127 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Msrb 401(k) Retirement Plan reported net income rose from $8M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Msrb 401(k) Retirement Plan end-of-year assets rose from $42M in the plan year 2023 filing to $53M in the plan year 2024 filing.
- Msrb 401(k) Retirement Plan reported participants rose from 122 in the plan year 2023 filing to 127 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 521042433 · Municipal Securities Rulemaking Board PY 2024 · 401(k)
Msrb 401(k) Retirement Plan · $53M · 127 · 85th
- BOY $53M
- BOY 127
- BOY 85th
- BOY 401(k)
- BOY near Ascend Partner Services, LLC 401(k) Plan
- BOY ind #6542
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 Finance & Insurance retirement plans → · Plans in District of Columbia →
Msrb 401(k) Retirement Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $53M |
| Net Income | $11M |
| Employer EIN | 521042433 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Municipal Securities Rulemaking Board)
Sponsor-wide plan assets over time
All Municipal Securities Rulemaking Board plans reported in each filing year
- Latest sponsor-wide plan assets
- $53M 53.850269194943856% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 116 | $35M |
| 2023 | 1 | 122 | $42M |
| 2024 | 1 | 127 | $53M |
Nearby 401(k) Plans in District of Columbia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Danaher Corporation & Subsidiaries Savings Plan $6.5B · 23,090
- Geico 401(k) Savings Plan $6.2B · 30,641
- Federal National Mortgage Association Retirement Savings Plan for Employees $4.6B · 8,108
- Finra Savings Plus Plan $2.5B · 4,201
- Hogan Lovells US LLP Retirement Savings Plan $1.9B · 1,973
Msrb 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside District of Columbia, the nearest 401(k) by assets is Ascend Partner Services, LLC 401(k) Plan in VA ($53M); by covered participants it is Wat Opco LLC (Dba Woodlake at Tolland) 401(k) Plan in CT (127 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($53M here).
- Ascend Partner Services, LLC 401(k) Plan (VA) $53M · 328
- Castellini Employee Savings and Profit Sharing Plan (KY) $53M · 1,561
- Pathstone 401(k) Plan (GA) $53M · 338
- Advanced Composites, Inc. 401(k) Retirement Plan (OH) $53M · 482
Similar participant headcount
Nearest other-state filings by covered participants (127 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.