401(k) · DOL Form 5500 · 2024

Mbi, Inc. 401(k) Plan

Data updated 2026-08-25

$65M
Total assets Below avg plan size
359
Participants Below avg headcount
87th
Percentile by assets National rank
$180,196
Avg per participant Above avg balance/head
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Official DOL plan name: Mbi, Inc 401(k) Plan · Sponsored by Mbi, Inc. · Connecticut · Retail Trade

$65M in assets, 359 participants

Mbi, Inc.'s Mbi, Inc 401(k) Plan reported $65M in total assets and 359 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,450 in Retail Trade (8,048 peers)

Where Mbi, Inc 401(k) Plan sits by assets

Mbi, Inc 401(k) Plan sits in the top quartile of all filed plans by assets, $65M for 359 participants (~$180,196/participant), up 9.1% in 2024.

#7,450
in Retail Trade (8,048 peers)
+9.1%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Mbi, Inc 401(k) Plan's outsized position by total assets

Mbi, Inc 401(k) Plan vs every filed plan by assets

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

$64,690,379 Top 13% higher than 87% 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

Mbi, Inc 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. Mbi, Inc 401(k) Plan sits mid-pack in the medium band (359 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mbi, Inc 401(k) Plan reported net income fell from $8M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Mbi, Inc 401(k) Plan end-of-year assets rose from $59M in the plan year 2023 filing to $65M in the plan year 2024 filing.
  • Mbi, Inc 401(k) Plan reported participants fell from 377 in the plan year 2023 filing to 359 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 060902721 · Mbi, Inc. PY 2024 · 401(k)

Mbi, Inc 401(k) Plan · $65M · 359 · 87th

  • PART $65M
  • PART 359
  • PART 87th
  • PART 401(k)
  • PART near Strategic Analysis, Inc. Profit Sharing and 401(k) Plan
  • PART ind #7450

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 Retail Trade retirement plans → · Plans in Connecticut →

Mbi, Inc 401(k) Plan in the asset neighbourhood

Nexeo Plastics, LLC Employee Savings PlanNexeo Plastics, LLC Employee…$65MMbi, Inc 401(k) Plan$65MStrategic Analysis, Inc. Profit Sharing and 401(k) PlanStrategic Analysis, Inc. Pro…$65MLexicon Pharmaceuticals, Inc. 401 (K) PlanLexicon Pharmaceuticals, Inc…$65MSouthwestern Michigan Emergency Services, P.C. Profit Sharing Retirement PlanSouthwestern Michigan Emerge…$65M
End-of-year total assets ($M) among Mbi, Inc 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)$59M
Net Assets (End of Year)$65M
Net Income$5M
Employer EIN060902721
Plan Effective Date1992-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mbi, Inc.)

Sponsor-wide plan assets over time

All Mbi, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$175M 23.210167910566604% vs 2022
2024 filing year
$130M$140M$150M$160M$170M$180M 202220232024 $142M $175M ▲ +23.2%
Year Plans Participants Total Assets
2022 2 713 $142M
2023 2 710 $171M
2024 2 673 $175M

Nearby 401(k) Plans in Connecticut

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

Mbi, Inc 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Mbi, Inc 401(k) Plan, Total assets ($B): 0.064690379 · Participants: 359Mbi, Inc 401(k) PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Mbi, Inc 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Mbi, Inc 401(k) Plan side-by-side with 3 peers →

Mbi, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Strategic Analysis, Inc. Profit Sharing and 401(k) Plan in VA ($65M); by covered participants it is Intermountain Food Stores, Inc. 401(k) P/S Plan in ID (359 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (359 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 Mbi, Inc 401(k) Plan assets move in 2024? ▼
Mbi, Inc 401(k) Plan grew at a solid clip - up 9.1% during 2024, from $59M to $65M. Reported net income was $5M.
How have Mbi, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mbi, Inc.'s sponsor-wide assets grew 23.2%, from $142M to $175M.
Where does Mbi, Inc 401(k) Plan rank by assets among Form 5500 filers? ▼
Mbi, Inc 401(k) Plan ranks in the 87th 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 Mbi, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Strategic Analysis, Inc. Profit Sharing and 401(k) Plan in VA ($65M, 226 participants).
Which 401(k) plans cover a similar participant headcount to Mbi, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Intermountain Food Stores, Inc. 401(k) P/S Plan in ID (359 participants, $3M 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 060902721.

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.